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Under the Banyan Tree by HSBC Global Research
Fred and Herald's post-summer catch-up
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Our regular hosts are reunited in the studio after several weeks and there's plenty to catch up on, from AI volatility to shifts in fund flows and the broad macro outlook for Asia.
For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.
Email us at AskResearch@hsbc.com for any questions.
Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/ClSprGF
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Insights from Indonesia
12:14|Back from the HSBC Indonesia Summit 2026, Fred and Herald recap their trip to Jakarta and Surabaya and what they learnt along the way. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/MNlsFht
Will Asian central banks follow the Fed?
14:20|A week on from the first US interest rate hike since 2023, Herald and Fred discuss how ripple effects could play out in Asia, and how varied central bank action can be throughout the region.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/xrcSxDF
AI: Debate, direction and Dutch disease
20:46|Herald welcomes Head of AI and Data Science Mark McDonald to the studio for a wide-ranging conversation on AI, plus Chinese vs US adoption and our reaction to industry leaders calling for greater AI regulation.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/rkmhWXr
Taking the pulse on medical tourism
15:40|Fred and Herald welcome Prerna Garg to the studio for a dive into Asia's fast-growing medical tourism segment, which has become a lot more than just popping to Thailand for a check-up. For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/csnqB7V
Top takeaways from HSBC's China Conference
12:34|Fresh from the annual HSBC China Conference, Herald sits down with Asia Managing Editor Jake Lee to go over the event's hot topics and key discussion points.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/DS9mqFF
What does US Treasury turmoil mean for Asia?
13:50|With US bond yields in a volatile state, Fred and Herald discuss what's going on, and crucially, what it could mean for companies, markets and economies across Asia.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/LxwsWfG
What is Hong Kong's Northern Metropolis?
13:35|Herald welcomes Michelle Kwok to the studio for a closer look into Hong Kong's highly ambitious, tech-fueled cross-border gateway to mainland China.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/ZFGflXP
El Niño looms large over ASEAN tech
09:00|Herald welcomes Pranjul Bhandari to the podcast to discuss the growing threat to ASEAN's data centres, chipmakers and more as weather volatility rises.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast "The Macro Brief" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.Email us at AskResearch@hsbc.com for any questions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/WBLFNzn