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Under the Banyan Tree by HSBC Global Research

China tariff tensions and lessons from Japan

Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out.


For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.


Email us at AskResearch@hsbc.com for any questions.


Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/77FDmsf

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  • Taking the rough with the smooth

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    Amid a raft of GDP forecast downgrades, Fred Neumann rallies fellow economists Yun Liu, Jin Choi and Jun Takazawa for an update on the fallout from US tariffs, as well as a reminder of the macro positives that still exist in Asia.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/rqh7SQf
  • History lessons with William Dalrymple

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    Fred and Herald are joined by the esteemed historian William Dalrymple for a fascinating discussion on India's role in economic history, from trade dominance in ancient times to mathematical breakthroughs and the birth of the modern number system.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/RlhtpSd
  • Asian tariffs in perspective

    22:58|
    Fred Neumann is joined by fellow economists Jing Liu, Pranjul Bhandari and Aris Dacanay to tease out the nuances of US trade tariffs across Asia, with a focus on China, India, Indonesia, Thailand and the Philippines.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/CNSfvhT
  • What does 'Liberation Day' mean for Asia?

    19:25|
    Fred Neumann and Herald van der Linde discuss the impact of President Trump's sweeping tariff announcements on trade and growth across Asian economies.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/WBcStrS
  • Korea, Taiwan and the cracks in AI

    15:20|
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    16:56|
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  • What to expect from China's NPC

    11:52|
    Herald van der Linde catches up with Chief China Economist Jing Liu ahead of Beijing's top-level policy congress, including what we can glean from Xi Jinping's recent meeting with business and technology leaders.For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on Apple Podcasts or Spotify or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/JbvRjXF