Épisodes

  • India: Tariffs, tax cuts and expensive visa hikes
    Sep 25 2025

    Pranjul Bhandari, Chief India Economist and Strategist at HSBC, joins Fred to discuss the outlook for India's economy at a time of higher-than-expected US tariffs, visa changes and domestic reform.


    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.


    Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/lTWL7T7

    Hosted on Acast. See acast.com/privacy for more information.

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    17 min
  • The growth-inflation tug-of-war
    Sep 18 2025

    With the Fed lowering interest rates, and talk of similar cuts in Asia, Fred and Herald discuss how dynamics in the region differ from the US, and what the tug-of-war between growth and inflation means for Asian stock markets.


    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 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/101/6gbsHL7

    Hosted on Acast. See acast.com/privacy for more information.

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    18 min
  • Is a generational investment shift upon us?
    Sep 11 2025

    Fred and Herald sit down to discuss the idea that there could be a fundamental shift happening in global investment patterns. The question is, if investors are ready to look beyond the US market, what could that mean 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 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/101/7WnBPrD

    Hosted on Acast. See acast.com/privacy for more information.

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    16 min
  • A status update for Vietnam?
    Sep 4 2025

    With Vietnam on the cusp of an index upgrade, Herald and Fred sit down with Asia Equity Strategist Prerna Garg for a look at what emerging market status could mean for the country, and how it's served former frontier markets in the past.


    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 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/pxpfNfB

    Hosted on Acast. See acast.com/privacy for more information.

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    15 min
  • Tariffs, AI and China’s fragile rally
    Aug 28 2025

    Fred and Herald are back in the studio and ready to catch up on what's shaping Asian markets and economics right now.


    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 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/SFrjHVv

    Hosted on Acast. See acast.com/privacy for more information.

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    20 min
  • Asia buys Asia
    Aug 21 2025

    It’s a studio full of equity strategists as Herald is joined by Prerna Garg and Adam Qi to discuss the ever-growing numbers of Asian investors buying up stocks in the region, and why is now an important time for this trend to continue.


    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 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/lwPtFxq

    Hosted on Acast. See acast.com/privacy for more information.

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    12 min
  • A business cycle with Chinese characteristics
    Aug 14 2025

    Herald has returned from his summer holiday to a new buzzword in Chinese economics: “anti-involution”. Fortunately, Chief China Economist Jing Liu is on hand to explain what it means.


    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 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/dGRXDLn

    Hosted on Acast. See acast.com/privacy for more information.

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    14 min
  • China EVs: cost, competition and karaoke machines
    Jul 24 2025

    Fred Neumann sits down with Head of China Autos research Yuqian Ding to talk all things EV in China, from scale and competition to autonomous driving and tank turns.


    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 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/DXgQnBt

    Hosted on Acast. See acast.com/privacy for more information.

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    19 min