Under the Banyan Tree by HSBC Global Research

Herald returns to the studio alongside Prerna Garg to talk through our latest collection of quirky facts and surprising stats from the world of Asian equities.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/kLqjrLP

Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for AI hardware. 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/L7qRbm6

Fred sits down with Nneka Chike-Obi from our Sustainability Research team to talk strategies for avoiding a potential chokepoint in the Strait of Malacca, which is key to the shipping of critical minerals used in the energy transition.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/MMdPlrQ

From food price volatility to export restrictions and an energy crunch, Fred Neumann and Jamie Culling discuss the sweeping potential impacts of extreme weather on Asia's economies.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/n7VMWpB

Herald and his fellow Equity Strategist Perna Garg discuss the rise of Asian stock markets over the past 20+ years, and in one or two cases, a lot longer.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/S9lxxWM

Fred is joined by Chief India Economist Pranjul Bhandari for a wide-ranging look at the various forces shaping India's economic outlook.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/K6fswhr