최고 MENAT 팟캐스트 (2024)

1
Under the Banyan Tree - Cooperation states: Singapore and Malaysia 18:08

3h ago18:08

18:08

Fred Neumann sits down with ASEAN Economist Yun Liu to take the pulse on two key Southeast Asian economies and how they're working together to support future growth. Disclaimer: https://www.research.hsbc.com/R/101/VpnTWF6. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Appl…

1
The Macro Brief – The gold rush 14:41

7d ago14:41

14:41

James Steel, Chief Precious Metals Analyst, puts gold’s surge to record price levels in a historical context and considers whether the rally is likely to continue. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-busi…

1
The Macro Brief – Oil price pressures 13:46

14d ago13:46

13:46

With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East. Disclaimer: https://www.research.hsbc.com/R/101/cntDm9L. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the …

1
Under the Banyan Tree - Can Chinese equities turn a corner? 17:45

21d ago17:45

17:45

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. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news a…

1
The Macro Brief – Emerging markets get a boost 8:35

28d ago8:35

8:35

Murat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines the results of our latest survey of emerging market investors. Disclaimer: https://www.research.hsbc.com/R/101/JjchhxQ. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat…

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

1M 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. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podca…

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

1M 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. Subscribe to HSBC Business Edition - MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.com/ae/p…

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

2M 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 Subscribe to HSBC Business Edition- MENAT on Ap…

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

2M 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. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcas…

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

2M 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. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify…

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

2M 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. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spoti…

1
The Macro Brief – Summer Sustainability 9:47

3M 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. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://p…

1
DigiTalks: Fund Tokenisation 13:50

3M 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 – Climate risks in the G20 12:46

3M 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. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Po…

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

3M 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 . Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and in…

1
The Macro Brief - How to price emerging markets 12:59

3M ago12:59

12:59

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. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podc…

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

4M ago19:16

19:16

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

1
Under the Banyan Tree - Trade winds 16:49

4M 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. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - h…

1
The Macro Brief – Global economic update 13:16

4M 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. Disclaimer: https://www.research.hsbc.com/R/101/kMSgjHm Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple…

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

5M 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 Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple …

1
The Macro Brief – European election fever 12:34

5M 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. Subscribe to HSBC Business Edition- MENAT on Apple Podcast, Spotify, or Anghami for the latest business news and insights. Apple Podcast - https://podcasts.apple.co…

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
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
The Macro Brief – Funding the Future 13:41

6M 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 - How are global investors feeling about China? 11:13

6M 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 – Why AI, aircons and fridges are feeling the heat 15:07

6M 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
New economy business opportunities in ASEAN 15:30

6M ago15:30

15:30

Ambitious businesses are looking for new economy opportunities in ASEAN, a rapidly growing a dynamic region. In this episode, you’ll hear from our industry experts exploring emerging trends and sectors such as digital transformation, e-commerce, and the thriving innovative ecosystem. Hosted on Acast. See acast.com/privacy for more information.…

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

7M 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 – Two big themes at the HSBC Global Investment Summit 7:15

7M 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 - Globalisation isn’t actually dead, is it? 15:01

7M ago15:01

15:01

Fred Neumann sits down with Asia Economist Ines Lam to discuss how Asian trade proves that cross-border integration is alive and well, despite what the headlines suggest. Disclaimer: https://www.research.hsbc.com/R/101/CQ6lZhH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linke…

1
The Macro Brief – AI: risks, rewards and regulations 15:33

7M ago15:33

15:33

We look at whether artificial intelligence can outperform human analysis of big data, what it might bring to the field of weather forecasting, and what policymakers are doing to regulate this rapidly developing technology. Disclaimer: https://www.research.hsbc.com/R/61/NPdRDRP Stay connected and access free to view reports and videos from HSBC Glob…

1
The Macro Brief – Shifting supply chains 10:52

7M ago10:52

10:52

Shanella Rajanayagam, Trade Economist, looks at how supply chains are reconfiguring globally and assesses the extent to which countries are moving production closer to home. Disclaimer: https://www.research.hsbc.com/R/101/FNpqB6N Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.li…

1
Under the Banyan Tree - ASEAN Insights: Philippines and Thailand 17:51

8M ago17:51

17:51

Fred Neumann and Aris Dacanay dissect two key ASEAN economies, from what Christmas dinner can tell us about The Philippines’ labour force to how Chinese dating is powering an iconic Thai export. Disclaimer: https://www.research.hsbc.com/R/61/CjNWFRF Stay connected and access free to view reports and videos from HSBC Global Research follow us on Lin…

1
Under the Banyan Tree - ASEAN Insights: Indonesia 15:58

8M ago15:58

15:58

Fred Neumann welcomes Chief Indonesia Economist, Pranjul Bhandari, to the podcast to discuss the country's key industries, growth outlook, and how the upcoming national election could shape economic policy. Disclaimer: https://www.research.hsbc.com/R/61/KzdqhDD Stay connected and access free to view reports and videos from HSBC Global Research foll…

1
HSBC Transition Pathways: Building Greener Growth 28:24

8M ago28:24

28:24

When it comes to reducing the carbon footprint of real estate, policy makers and regulators have traditionally focused on cutting down operational emissions – those that are produced by the in-use operation of buildings, from their heating, cooling and other uses of energy. In this podcast, we will explore the impact of design and materials on the …

1
Under the Banyan Tree - Busting the myths on Asian supply chains 18:16

9M ago18:16

18:16

Fred Neumann and Herald van der Linde are in myth-busting mode this week, debunking three widely held beliefs around the shifting landscape of Asian supply chains. Disclaimer: https://www.research.hsbc.com/R/61/FlFg9wK Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/…

1
Working towards clean energy supplies in the UAE 26:32

9M ago26:32

26:32

In this podcast, we explore the UAE’s energy transition journey. We look at TAQA, the UAE’s biggest utility company, which has ambitions to reduce energy emissions whilst also increasing the share of renewable energy they deploy globally. As part of its transition, TAQA issued its first green bond in early 2023 to help fund its various green projec…

1
The Macro Brief – The global economy in 2024 10:00

9M ago10:00

10:00

Janet Henry, Global Chief Economist, assesses the complicated backdrop facing policymakers as they attempt to keep inflation on a steady downward trajectory. Disclaimer: https://www.research.hsbc.com/R/61/BJWxSX6 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/h…

1
Enter the Year of the Dragon 19:55

9M ago19:55

19:55

Fred Neumann and Herald van der Linde kick off 2024 with a special podcast outlining our key views for Asian markets and economics in the year ahead. For more content from HSBC Global Research, follow us on LinkedIn: #HSBCResearch Disclosures and Disclaimers: https://www.research.hsbc.com/R/61/kmzgfJ9 Find out more about HSBC Global Research: https…

1
Under the Banyan Tree - Red Sea disruption and the impact on Asia 19:10

10M ago19:10

19:10

Fred Neumann and Herald van der Linde sit down with Head of Shipping, Ports and Asia Transport Research, Parash Jain, to discuss the Red Sea situation and its impact on Asian shipping and supply chains. Disclaimer: https://www.research.hsbc.com/R/61/wXMcngk Stay connected and access free to view reports and videos from HSBC Global Research follow u…

1
The Macro Brief – EM cash looking for catalysts 9:36

10M ago9:36

9:36

Murat Ulgen, Global Head of Emerging Markets Research, assesses the results from our latest survey of EM investors and examines why they are seemingly undecided about the prospects for emerging market assets. Disclaimer: https://www.research.hsbc.com/R/61/fh9LTXb Stay connected and access free to view reports and videos from HSBC Global Research fo…

1
The Macro Brief – Funding the future revisited 9:47

10M ago9:47

9:47

This week, we’re replaying one of our most popular episodes of the year. Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation. Disclaimer: https://www.research.hsbc.com/R/61/WZwJZwR Stay connected and access free to view reports and videos from HSBC Glob…

1
Under the Banyan Tree - What do overseas clients want to know about Asia? 13:01

10M ago13:01

13:01

Having met with various clients in the US, Fred is back and reunited with Herald to discuss the main Asia talking points that investors are raising abroad. Disclaimer: https://www.research.hsbc.com/R/61/rhFCXvm 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
The Macro Brief – Net zero gamechangers 12:09

10M ago12:09

12:09

James Pomeroy, Global Economist, looks at key themes that we track here at HSBC Global Research - from the Energy Transition to Disruptive Technology - and the role they will play in the response to climate change. Disclaimer: https://www.research.hsbc.com/R/61/RhnhkgT. Stay connected and access free to view reports and videos from HSBC Global Rese…

1
HSBC Transition Pathways: From supply gaps to opportunities in the materials industry 35:02

11M ago35:02

35:02

The transition to net zero relies heavily on copper, lithium, nickel and many other key natural resources. Can supply meet the expected demand? What steps is the industry taking to expand production? Are we at risk from shortages of key materials needed in the coming years? In this episode, we answer all of these questions, plus look at key opportu…

1
The Macro Brief – The hype around hydrogen 10:53

11M ago10:53

10:53

Samantha Hoh, Senior Clean Tech Analyst, looks at how the US is driving ahead in its aim to develop a clean hydrogen economy. Disclaimer: https://www.research.hsbc.com/R/61/Hxtqnpb 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
HSBC Emerging Markets Spotlight Podcast Series - Getting to the Core of Inflation 32:39

11M ago32:39

32:39

In this episode, one of HSBC’s most senior economists explores the current inflation landscape across the globe, discussing lessons from the past and extending the analysis in his recent book, We Need to Talk About Inflation, to consider whether we are reaching a new monetary policy paradigm. Emerging Markets Spotlight is a podcast miniseries creat…

1
The Macro Brief – A glimpse into 2024 12:26

11M ago12:26

12:26

Max Kettner, Chief Multi-Asset Strategist, looks at what could be in store for risk assets next year and considers some of the push back he has been getting from investors. Disclaimer: https://www.research.hsbc.com/R/61/LjLDpc2 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.link…

1
HSBC Emerging Markets Spotlight Podcast Series - Digital innovation in Markets 31:01

12M ago31:01

31:01

Generative AI is one of the latest technological megatrends. In this episode, our experts take an in-depth look at some of the financial, ethical and societal concerns that come along with this technology, as well as the broader AI ecosystem and the benefit it brings. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC tha…

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