All Episodes
Under the Banyan Tree by HSBC Global Research — 142 episodes
Samsung's billions and a long hands-free drive
The surging demand for Asia's AI hardware
Critical minerals and the Malacca Strait
El Niño on the horizon
Equity league tables with a side of history
Energy, El Niño and economic growth
Unexpected moves in Asian FX
China's urbanisation 2.0
Asia remittances: a quiet cost from the Gulf
Shades of '99?
US, China and more chocolate cake?
Why are equity markets ignoring the energy shock?
How is China using agentic AI?
Behind one of the biggest rallies we've ever seen
From the gas station to the stock exchange
Get ready for a LOT of driverless cars in China
Asia's financial systems: The Middle East stress test
Energy crisis: a green light for renewables?
South Asia Spotlight: Sri Lanka and Bangladesh
The unintended consequences of conflict
What Middle Eastern oil means for Asia
How to read a record-breaking CNY
China's silver spenders
Can Vietnam hit its own high targets?
Japan heads to the polls
Anatomy of an Asian retail investor
Commodities: Behind the headlines
China: what to watch in 2026
Reading the tea leaves in 2026
2025: Expectation vs reality
More facts you didn't know you needed
Fred's economics outlook for 2026
EM, Asia and the grown-ups in the room
Herald's equities outlook for 2026
Luxury unboxed with Erwan Rambourg
Asia needs gold and gold needs Asia
ASEAN’s tariff advantage
China, EVs and the next steps in AI
Getting the boring stuff right
A macro whip round the region
Commodities in context
India: Tariffs, tax cuts and expensive visa hikes
The growth-inflation tug-of-war
Is a generational investment shift upon us?
A status update for Vietnam?
Tariffs, AI and China’s fragile rally
Asia buys Asia
A business cycle with Chinese characteristics
China EVs: cost, competition and karaoke machines
The economists' guide to summer in Asia
Hong Kong continues to evolve
Asia awaits Trump’s call on tariffs
Fun facts from your friendly equity strategists
Predictability in an unpredictable world
Asian investors and US volatility
Korea at a crossroads?
What to do with the world’s largest cash pile
Are rising US bond yields good for Asia?
Are the US and China back from the brink?
How Golden was China’s Week?
Are we a little too fixated on tariffs?
Taking the rough with the smooth
History lessons with William Dalrymple
Asian tariffs in perspective
What does 'Liberation Day' mean for Asia?
Korea, Taiwan and the cracks in AI
A lot to unpack in global commodities
It began with a trip to the dentist
Firmer foundations for China property
What to expect from China's NPC
China's rally and the psychology of stock markets
Can local spending beat tariffs in China?
China tariff tensions and lessons from Japan
Live from Singapore
Female pilots, lattes, microchips and more
Asia: what to watch in 2025
Anomaly economy: Japan
A different take on commodities
Asian FX and the strong USD
India: What's growing, what's not?
Taking the pulse of Chinese stimulus
Live from HSBC Hong Kong
Cooperation states: Singapore and Malaysia
Getting to grips with Chinese stimulus
Thailand: Investment, influencers and Indian weddings
Can Chinese equities turn a corner?
Clouds in the Indian sky
A post-summer whip round the region
Asia’s female factor
A wild week for Asian equities
Decoding China's Third Plenum
What can history tell us about Asia's AI rally?
The Asian names outshining Nvidia
All that and a bag of chips
Trade winds
Asia’s ageing, but does that have to be a bad thing?
There’s always a ‘but…’
India's election: The economics of a surprise result
Catching up on commodities with Paul Bloxham
China property: Is the end of the crisis in sight?
Exploring the Asia-Middle East corridor
Has Hong Kong’s reset arrived?
Corporate governance and lessons from the Japanese eel
State of the Region: King dollar, interest rates and trade
How are global investors feeling about China?
Why quite a lot of things are getting cheaper
Nvidia, Bitcoin and enough cement to turn Britain into a carpark
A sentimental catch-up
Globalisation isn’t actually dead, is it?
A new era for the Japanese yen?
Can China achieve 'around 5%' growth?
China's online retailers are going global
China's holiday spending by the numbers
ASEAN Insights: Vietnam, Malaysia & Singapore
ASEAN Insights: Indonesia
ASEAN Insights: Philippines and Thailand
Busting the myths on Asian supply chains
Red Sea disruption and the impact on Asia
Things you probably didn’t know about Asian markets
Enter the Year of the Dragon
Replay: Live from HSBC Hong Kong
Asian Demographics revisited
Asian elections in 2024
What do overseas clients want to know about Asia?
Why are so many EV-related stocks falling?
Indonesia: burgeoning opportunity
What's bugging Asian markets?
China and global AI rollout
The ripple effect of China's slowdown
Why US bond yields matter for Asia
A rare wobble for Hong Kong property
What does a stronger dollar mean for Asian FX?
If China's slowing, what's driving commodities?
Live from HSBC Hong Kong
Bangladesh: Introducing a sleeping giant
An economic tour of ASEAN
What can China learn from Japan in the '90s?
Why are Asian exports at such low levels?
How are Chinese earnings rising as growth slows?
China on track to smash its solar goals
Charging ahead: The rapid rise of China's EV market
Stocks up, yen down: Putting Japan in context