logo
episode-header-image
Aug 13
15m 8s

Fred and Herald's post-summer catch-up

HSBC Global Research
About this episode
tail spinning
Up next
Aug 21
What is Hong Kong's Northern Metropolis?
Herald welcomes Michelle Kwok to the studio for a closer look into Hong Kong's highly ambitious, tech-fueled cross-border gateway to mainland China.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global p ... Show More
13m 35s
Aug 6
El Niño looms large over ASEAN tech
Herald welcomes Pranjul Bhandari to the podcast to discuss the growing threat to ASEAN's data centres, chipmakers and more as weather volatility rises.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our globa ... Show More
9 m
Jul 30
A watershed moment for Chinese chipmakers?
In the week of CXMT's record-setting IPO, Herald sits down with Frank Lee and Ines Lam to discuss how the company emerged and what its rise could mean for the competitive landscape in Asian memory making.For more content from HSBC Global Investment Research, follow us on LinkedIn ... Show More
15m 27s
Recommended Episodes
Oct 2025
Europe on a mission
Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't ... Show More
13m 5s
Jun 2025
Commodities, tariffs & trade
Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices.For more content from HSBC Global Research, follow us on Linke ... Show More
14m 35s
Aug 2025
Payback time?
James Pomeroy, Global Economist, examines whether the frontloading of global trade in the first half of the year could unravel as new tariffs kick in.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our A ... Show More
13m 54s
Sep 2025
Understanding digital money
Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric p ... Show More
17m 11s
Feb 2025
Tariff turbulence
tail spinning
11m 11s
Jan 2025
People's Bank of China Vows More Financial Support
Featuring: Willem Sels, Global Chief Investment Officer at HSBC Global Private Banking and Wealth Hilary Kramer, Chief Investment Officer at Kramer Capital Research Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com ... Show More
21m 10s
Jul 2025
Pricing tariff risks
With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in heightened uncertainty.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forg ... Show More
18m 1s
Apr 2024
SK Hynix Earnings, Yen Weakness
<p>Featuring:</p> <p>Youkyung Lee, Bloomberg Asia Stocks Reporter, joins us from Seoul to discuss market attitudes around SK Hynix earnings.</p> <p>Fan Cheuk Wan, Asia CIO of HSBC Global Private Banking and Wealth, sits down with us in Hong Kong to discuss her markets perspective ... Show More
21m 40s
Jan 2025
APAC Equity Markets Follow US Tech Stocks Lower
Featuring: Helen Zhu, Managing Director and Chief Investment Officer at NF Trinity Peter Chung, Head of Research at Presto Research Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b Tune ... Show More
18m 35s
Apr 2024
Japan Rates, APAC Markets
<p>Featuring:</p> <p>George Boubouras, Managing Director, Research, Investments and Advisory, K2 Asset Management, shares his outlook on emerging markets.<br><br>Meredith Whitney, Founder and CEO, Meredith Whitney Advisory Group, shares her perspective on US markets. <br><br>Garf ... Show More
25m 23s