พอดคาสท์ Global Banking ชั้นนำ (2024)

1
The Macro Brief – Our global outlook at the tail end of '24 11:55

1d ago11:55

11:55

Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year. Disclaimer: https://www.research.hsbc.com/R/101/lScnbwd. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/fee…

1
Under the Banyan Tree - Thailand: Investment, influencers and Indian weddings 20:02

3d ago20:02

20:02

Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick. Disclaimer: https://www.research.hsbc.com/R/101/wCRFVBM. 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…

1
The Macro Brief – The Fed goes big 12:48

8d ago12:48

12:48

We look at what the Federal Reserve’s 50 basis point rate cut could mean for the path of future rates, the US economy and global equity markets with Ryan Wang, US Economist, and Alastair Pinder, Head Emerging Markets and Global Equity Strategist. Disclaimer: https://www.research.hsbc.com/R/101/pMGK9cD Stay connected and access free to view reports …

1
Under the Banyan Tree - Can Chinese equities turn a corner? 18:44

17d ago18:44

18:44

In a classic Economist vs. Equity Strategist debate, Fred Neumann and Herald van der Linde sit down for a back-and-forth on whether China's underperforming equity market could rally. Disclaimer: https://www.research.hsbc.com/R/101/Dx7zQ9v. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn http…

1
MarkeTalks: A Prime Finance – Capital Intelligence Podcast Series – The Hedge Fund Allocator's View 8:49

19d ago8:49

8:49

The Alternatives Investment business at HSBC started in 1989, initially as an advisory business, before launching their flagship fund of hedge funds in 1996. Today, they are one of the largest Hedge Fund investors globally, managing $23.2bn AUM across commingled, discretionary and advisory mandates for high net worth and institutional clients. List…

1
Under the Banyan Tree - Clouds in the Indian sky 15:20

24d ago15:20

15:20

Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity markets. Disclaimer: https://www.research.hsbc.com/R/20/vTbcjSm. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresea…

1
The Macro Brief – Counting down to cuts 12:59

30d ago12:59

12:59

With investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cycles with Ryan Wang, US Economist, and Chris Hare, Senior European Economist. Disclaimer: https://www.research.hsbc.com/R/101/FhSSRSh. Stay connected and access free to view reports and videos from HSBC…

1
Under the Banyan Tree - A post-summer whip round the region 19:00

1M ago19:00

19:00

Fred Neumann and Herald van der Linde are reunited after the summer break and have a lot to catch up on after an eventful few weeks in Asian markets and economics. Disclaimer: https://www.research.hsbc.com/R/101/np7bjfk. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.co…

1
Under the Banyan Tree - Asia’s female factor 12:13

1M ago12:13

12:13

Herald van der Linde and Prerna Garg discuss the growing trend of working women in Asia, how it's impacting consumer patterns, and what can be done to ensure a greater level of female participation in the region's labour force. Disclaimer: https://www.research.hsbc.com/R/101/nhhPzhx. Stay connected and access free to view reports and videos from HS…

1
SustainabilityTalks: Investing in the transition, perspectives from Asia with Impax 20:43

2M ago20:43

20:43

In this episode of SustainabilityTalks, we hear the investor’s perspective. The conversation revolves around how corporate governance reforms and various market developments around Asia are driving corporate value and investment returns, as well as around some of the exciting investment opportunities currently in focus for Impax Asset Management, t…

1
The Macro Brief – After the sell-off 14:49

2M ago14:49

14:49

We examine what caused this week’s market volatility, ask whether we are through the worst, and take a cross-asset look at where we go from here. Disclaimer: https://www.research.hsbc.com/R/101/mNDKppk. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsb…

1
Under the Banyan Tree - A wild week for Asian equities 15:25

2M ago15:25

15:25

Herald van der Linde and fellow Equity Strategist Prerna Garg delve into the key drivers of this week’s volatile swings in Asian stock markets. Disclaimer: https://www.research.hsbc.com/R/101/pZTMKwT. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcr…

1
The Macro Brief – Summer sustainability 9:47

2M ago9:47

9:47

We catch up with our ESG team to look at some of the less obvious places where sustainability issues could arise - from beer to music festivals. Disclaimer: https://www.research.hsbc.com/R/101/wvTGvWx. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbc…

1
The Macro Brief - How to price emerging markets 12:00

2M ago12:00

12:00

Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets. Disclaimer: https://www.research.hsbc.com/R/101/fVFFhf9. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcres…

1
Under the Banyan Tree - Decoding China's Third Plenum 19:20

2M ago19:20

19:20

Fred Neumann is joined by Chief China Economist Jing Liu to cut to the heart of China's official message following a major economic policy summit in Beijing. Disclaimer: https://www.research.hsbc.com/R/101/2HrbBwr . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/fee…

1
SustainabilityTalks: Navigating the Crossroads of Islamic Investing and ESG 25:11

2M ago25:11

25:11

Join us for an enlightening episode of SustainabilityTalks, where we delve into the fascinating intersection of Islamic Investing and ESG. Listen as Patrick Kondarjian, Global Head of Sustainability Markets & Securities Services HSBC discusses key topics with esteemed guests, Dr. Liza Mydin, Chief Strategy Officer at EXIM Bank Malaysia, and Sefian …

1
The Macro Brief – What's driving bonds? 18:16

2M ago18:16

18:16

Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market. Disclaimer: https://www.research.hsbc.com/R/101/vhshHRp. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbc…

1
Under the Banyan Tree - What can history tell us about Asia's AI rally? 21:58

2M ago21:58

21:58

Herald van der Linde and Fred Neumann take a deep dive into the Asia AI boom, where stocks from software development to energy are riding the wave of 2024's major market story. Disclaimer: https://www.research.hsbc.com/R/101/lsBBrGn . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://w…

1
The Macro Brief – Climate risks in the G20 12:46

2M ago12:46

12:46

James Rydge, Head of ESG Research, EMEA, assesses the rise of physical climate impacts across the G20 countries and whether they are prepared for the transition. Disclaimer: https://www.research.hsbc.com/R/101/fQdgvVF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/…

1
The Macro Brief – Global economic update 13:16

3M ago13:16

13:16

Janet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half of the year. 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-res…

1
Under the Banyan Tree - Trade winds 16:49

3M ago16:49

16:49

With Western tariffs on China in the headlines, Herald van der Linde and Fred Neumann delve into Chinese trade, where exports are close to record highs. Disclaimer: https://www.research.hsbc.com/R/101/kwDpqcN . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/has…

1
Under the Banyan Tree - Asia’s ageing, but does that have to be a bad thing? 19:16

3M ago19:16

19:16

Fred Neumann and Herald van der Linde tackle the long-standing challenge of Asia’s ageing population, and why it isn’t necessarily all doom and gloom. Disclaimer: https://www.research.hsbc.com/R/101/hFPMqKc . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hasht…

1
The Macro Brief – A conversation about currencies 11:15

3M ago11:15

11:15

We catch up with Paul Mackel, Global Head of FX Research, to find out how the latest financial and political developments are affecting the major currencies. Disclaimer: https://www.research.hsbc.com/R/101/pskbcwv Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/…

1
The Macro Brief – European election fever 12:34

4M ago12:34

12:34

European economists Simon Wells and Chantana Sam discuss new risks from election results in Europe and upcoming votes in France. Disclaimer: https://www.research.hsbc.com/R/101/SnjpzKF. 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 cli…

1
Under the Banyan Tree - There’s always a ‘but…’ 15:23

4M ago15:23

15:23

Back from the Dragon Boat Festival holiday, Herald van der Linde and Erin Xin discuss what China’s latest travel and spending numbers say about the wider state of its economy. Disclaimer: https://www.research.hsbc.com/R/101/VSpSsmm. Hosted on Acast. See acast.com/privacy for more information.

1
DigiTalks: Fund Tokenisation 13:50

4M ago13:50

13:50

In this episode of our DigiTalks podcast series we look at Fund Tokenisation, an exciting innovation for the financial services industry. Here we explain what fund tokenisation is, along with the benefits it brings to the asset management industry and investors Listen as Mhairi Sandeman, Senior Product Manager for Trustee and Fiduciary Services at …

1
The Macro Brief – The ECB moves ahead of the Fed 11:37

4M ago11:37

11:37

With the ECB cutting rates before the Fed for the first time in history, Fabio Balboni, Senior European Economist, and Ryan Wang, US Economist, assess the diverging paths of the two major central banks. Disclaimer: https://www.research.hsbc.com/R/101/lswn6Xs. Stay connected and access free to view reports and videos from HSBC Global Research follow…

1
Under the Banyan Tree - India's election: The economics of a surprise result 17:55

4M ago17:55

17:55

Pranjul Bhandari, Chief India Economist, joins Fred to discuss the macro and market reaction to India’s landmark national vote, as well as the outlook for economic policy and reforms. Disclaimer: https://www.research.hsbc.com/R/101/vRqk9TD . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn ht…

1
DigiTalks: Digital Assets in Securities Finance 13:34

4M ago13:34

13:34

HSBC Markets and Securities Services have been very active in bringing forward initiatives to the market that bring Digital Assets to the Securities Finance space and in this podcast we explore the progress that has been made, the specific use cases where we can see material benefits in using a Digital Asset solution and where we think the industry…

1
The Macro Brief – The good, the bad and the ugly of AI 18:35

4M ago18:35

18:35

James Pomeroy, Global Economist, discusses the likely impact of artificial intelligence - including what it could mean for productivity, jobs, and emerging markets. Disclaimer: https://www.research.hsbc.com/R/101/nXPrpkg Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.co…

1
Under the Banyan Tree – Catching up on commodities with Paul Bloxham 19:51

4M ago19:51

19:51

Paul Bloxham, Chief Economist for Global Commodities, joins Fred for a wide-ranging chat, including the impact of China’s downturn and how climate change and the energy transition have become powerful forces for demand. Disclaimer: https://www.research.hsbc.com/R/101/PlpGv2S . Stay connected and access free to view reports and videos from HSBC Glob…

1
The Macro Brief – The UK gears up for an election 13:44

4M ago13:44

13:44

With a general election now set for 4 July, Simon Wells, Chief European Economist, assesses the key challenges facing the incoming government. Disclaimer: https://www.research.hsbc.com/R/101/zmgJvbL. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcre…

1
Under the Banyan Tree - China property: Is the end of the crisis in sight? 21:08

4M ago21:08

21:08

As China unveils plans to end its property crisis, Fred Neumann talks to Jing Liu, Chief China Economist, and Michelle Kwok, Head of Asia Real Estate Research, about the outlook for the troubled sector. Disclaimer: https://www.research.hsbc.com/R/101/xphHSqx. Stay connected and access free to view reports and videos from HSBC Global Research follow…

1
The Macro Brief – Europe’s gas turnaround 12:23

4M ago12:23

12:23

Kim Fustier, Head of European Oil & Gas Research, explains why there has been a striking shift in the region’s gas markets. Disclaimer: https://www.research.hsbc.com/R/101/9SXVCdQ. 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 he…

1
Under the Banyan Tree - Exploring the Asia-Middle East corridor 19:56

5M ago19:56

19:56

Fred Neumann is joined by fellow economists Justin Feng in Hong Kong and Simon Williams in Dubai to discuss Asia’s deepening economic ties with the Middle East. Disclaimer: https://www.research.hsbc.com/R/101/bPMnw9s. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/f…

1
RegTalks: Global Regulatory and Tax Developments to Watch in 2024 20:53

5M ago20:53

20:53

HSBC Markets and Securities Services have recently issued a paper sharing its view of some of the key global regulatory and tax developments to watch in 2024, and in this podcast we explore the main headline themes and do a deeper delve into some of these, including sustainability, digital and tax. Listen as Mhairi Sandeman, Senior Product Manager …

1
The Macro Brief – Gold's surprising surge 13:52

5M ago13:52

13:52

With gold prices recently hitting new highs, James Steel, Chief Precious Metals Analyst, looks at the unusual reasons behind the rally and whether it will last. Disclaimer: https://www.research.hsbc.com/R/101/sVlxMLt. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/f…

1
Under the Banyan Tree - Has Hong Kong’s reset arrived? 19:33

5M ago19:33

19:33

Fred Neumann sits down with Michelle Kwok and Erin Xin at our Hong Kong headquarters to discuss whether the city is turning a corner after a drawn-out spell in the doldrums. Disclaimer: https://www.research.hsbc.com/R/101/TzgJXCx. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.l…

1
The Macro Brief – Funding the Future 13:41

5M ago13:41

13:41

Mark McDonald outlines the findings from HSBC's inaugural Funding the Future Survey, which provides insights into investors’ views on venture capital, private equity, and high-growth sectors. Disclaimer: https://www.research.hsbc.com/R/101/fQ67McT Stay connected and access free to view reports and videos from HSBC Global Research follow us on Linke…

1
Under the Banyan Tree - Corporate governance and lessons from the Japanese eel 23:00

5M ago23:00

23:00

Fred Neumann and Herald van der Linde tackle the topic of Asian corporate governance and share buybacks in this week's episode, with a bonus splash of marine biology for those who make it all the way through. Disclaimer: https://www.research.hsbc.com/R/101/XqvxcBl . Stay connected and access free to view reports and videos from HSBC Global Research…

1
The Macro Brief – The US election and trade 9:27

5M ago9:27

9:27

Shanella Rajanayagam, Trade Economist, weighs up the risks around US trade tensions depending on who wins the presidential race. Disclaimer: https://www.research.hsbc.com/R/101/tHPzpm7 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 clic…

1
Under the Banyan Tree - State of the Region: King dollar, interest rates and trade 20:32

5M ago20:32

20:32

Fred Neumann and Herald van der Linde take a look at Asian markets and economics through the lens of three key topics making headlines in the investor community. Disclaimer: https://www.research.hsbc.com/R/101/zP6bqHz. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/…

1
The Macro Brief – Why AI, aircons and fridges are feeling the heat 15:07

5M ago15:07

15:07

In this edition, Amy Tyler and Sean McLoughlin talk about their research into the global cooling market and why the boom in artificial intelligence may complicate efforts to bring down CO2 emissions. Disclaimer: https://www.research.hsbc.com/R/101/gXDF9cF Stay connected and access free to view reports and videos from HSBC Global Research follow us …

1
Under the Banyan Tree - How are global investors feeling about China? 11:13

5M ago11:13

11:13

Herald van der Linde welcomes Steven Sun, Head of A-share Research, to the podcast to discuss investor sentiment on Chinese equities, which have seen a major selloff in recent months. Disclaimer: https://www.research.hsbc.com/R/101/RwxdNNr. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn htt…

1
The Macro Brief – Two big themes at the HSBC Global Investment Summit 7:15

6M ago7:15

7:15

China and Artificial intelligence were among the themes dominating this year’s inaugural event in Hong Kong. Jing Liu, Chief Economist for Greater China, and Mark McDonald, Head of Data Science and Analytics, discuss. Disclaimer: https://www.research.hsbc.com/R/101/gmDxPHs Stay connected and access free to view reports and videos from HSBC Global R…

1
Under the Banyan Tree - Why quite a lot of things are getting cheaper 16:00

6M ago16:00

16:00

Fresh from the HSBC Global Investment Summit, Fred Neumann and Herald van der Linde take a look at how market forces in China are causing a ripple effect of falling prices around the world. Disclaimer: https://www.research.hsbc.com/R/101/QFQGhSg Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedI…

1
The Macro Brief - Has Europe turned a corner? 10:01

6M ago10:01

10:01

Chris Hare, Senior European Economist, assesses the region’s prospects with inflation close to target and policymakers on the brink of cutting rates. Disclaimer: https://www.research.hsbc.com/R/101/g2KbHsb. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag…

1
Under the Banyan Tree - Nvidia, Bitcoin and enough cement to turn Britain into a carpark 15:08

6M ago15:08

15:08

Fred Neumann and Herald van der Linde sink their teeth into some quirky facts on Asian markets and economics, as they comb through Herald’s latest '13 surprising stats' report. Disclaimer: https://www.research.hsbc.com/R/101/2kTNx6l. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://ww…

1
The Macro Brief – Ready for rate cuts? 15:38

6M ago15:38

15:38

With the major central banks poised to begin their rate cutting cycles, we assess the outlook for the world economy with Janet Henry, Global Chief Economist. Disclaimer: https://www.research.hsbc.com/R/101/TrQbThH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/…

1
Under the Banyan Tree - A sentimental catch-up 19:07

6M ago19:07

19:07

Fred Neumann and Herald van der Linde are back together in the Hong Kong studio for a wide-ranging recap of investor sentiment across the region. Disclaimer: https://www.research.hsbc.com/R/101/NbXsTVk . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hs…

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