Épisodes

  • China's silver spenders
    Feb 19 2026

    Herald and Fred dive into the world of Chinese demographics, discussing the effects of an aging population on spending trends and the wider economy.


    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.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ztJvBkx

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

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    13 min
  • Can Vietnam hit its own high targets?
    Feb 12 2026

    Fred welcomes Senior ASEAN Economist Yun Liu to the podcast to talk Vietnam's lofty economic goals and whether a growth target of at least 10% year-on-year is achievable.


    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.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/kGTvZk9

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

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    14 min
  • Japan heads to the polls
    Feb 5 2026

    As Japan gears up for a general election, Fred and Herald discuss what the outcome could mean for Asia's second-largest economy, and why the world is taking notice.


    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.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/t9TcRsm

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

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    15 min
  • Anatomy of an Asian retail investor
    Jan 29 2026

    Herald welcomes fellow Asia Equity Strategist Prerna Garg to the studio to discuss the role of retail investors in the region, how they're reshaping the investment landscape and where they're choosing to put their money.


    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.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/C9DGRGr


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

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    17 min
  • Commodities: Behind the headlines
    Jan 22 2026

    With geopolitics, the energy transition and changing investor preferences all affecting the price of commodities right now, Fred welcomes Paul Bloxham, Chief Economist for Global Commodities to the podcast.


    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.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/srWTwj9

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

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    17 min
  • China: what to watch in 2026
    Jan 15 2026

    Fred and Herald are joined by Chief China Economist Jing Liu to discuss the major talking points for Chinese markets and economics in the Year of the Horse.


    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.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/xvClCkS

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

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    14 min
  • Reading the tea leaves in 2026
    Jan 8 2026

    Fred and Herald kick off 2026 with a round-up of what we think could be the highlights for Asian markets and economics in 2026.


    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.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7XdVKcJ


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

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    17 min
  • 2025: Expectation vs reality
    Dec 18 2025

    In our final episode of the year, Herald and Fred reflect on what surprised them most across Asian markets and economics in 2025.


    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.


    Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/H7jvjLS

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

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    15 min