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Under the Banyan Tree by HSBC Global Research

by HSBC Global Research

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What does 'made in China' mean today?

October 22, 2026 · 15 min

Asia Economist Justin Feng joins Fred for a deep dive into how industrial upgrades have pushed mainland Chinese production up the value chain, spurring global competition and lifting manufacturing prospects in other parts of Asia. For more…
How to build a data centre

October 15, 2026 · 20 min

Fred Neumann is joined by Frank Lee, our Global Head of Tech Hardware and Semiconductor Research, to learn more about the various components that go into a data centre as well as the economics behind them. For more content from HSBC Global…
Asia's race against time

October 7, 2026 · 14 min

It's well known that Asia's major economies are aging fast, but so are its smaller ones. Herald and Fred sit down with Economist Ines Lam to talk about what this means for the region. For more content from HSBC Global Investment Research…
Insights from Indonesia

October 1, 2026 · 12 min

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…
Will Asian central banks follow the Fed?

September 24, 2026 · 14 min

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…

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AI: Debate, direction and Dutch disease

September 17, 2026 · 21 min

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…
Taking the pulse on medical tourism

September 10, 2026 · 16 min

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…
Top takeaways from HSBC's China Conference

September 3, 2026 · 13 min

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…
What does US Treasury turmoil mean for Asia?

August 27, 2026 · 14 min

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…
What is Hong Kong's Northern Metropolis?

August 21, 2026 · 14 min

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…
Fred and Herald's post-summer catch-up

August 13, 2026 · 15 min

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…
El Niño looms large over ASEAN tech

August 6, 2026 · 9 min

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…

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About the show

HSBC's Fred Neumann and Herald van der Linde break down the key drivers shaping economies and equity markets across Asia. Subscribe now. For more from HSBC Global Research, email us at AskResearch@hsbc.com. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.