• US, China and more chocolate cake?
    May 13 2026

    As Presidents Trump and Xi prepare to meet face-to-face in Beijing, Fred and Herald ask Chief China Economist Jing Liu what she'll be looking out for during the summit.


    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/RqbqnFp

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    13 min
  • Why are equity markets ignoring the energy shock?
    May 7 2026

    It's the great stocks vs economy debate. On one side, Fred sees risks of recession, but Herald isn't losing much sleep over the outlook for 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/MTkKdJJ

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    15 min
  • How is China using agentic AI?
    Apr 30 2026

    Herald van der Linde talks to Charlene Liu, Head of China Internet Research, about the next phase in the global AI boom and how it's being implemented and monetised in China.


    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/h6Pmvxq

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    11 min
  • Behind one of the biggest rallies we've ever seen
    Apr 23 2026

    Herald welcomes fellow equity strategist Prerna Garg to the studio to dissect the massive rally and white-knuckle volatility that Korean stocks have seen in recent times.


    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/rH7BNLm

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    14 min
  • From the gas station to the stock exchange
    Apr 16 2026

    Herald and Fred make their way through our quarterly stack of quirky facts 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/JNKSNTK

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    14 min
  • Get ready for a LOT of driverless cars in China
    Apr 9 2026

    Head of China Autos Research Yuqian Ding joins Fred and Herald to give her outlook on the explosive growth of autonomous driving in mainland China.


    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/Gnvj2NQ

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    10 min
  • Asia's financial systems: The Middle East stress test
    Apr 2 2026

    With record outflows from Asian stock markets and currencies feeling the pinch, Fred and Herald discuss how the region is relatively well positioned to ride out the volatility caused by the Middle East conflict.


    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/dhmHSSR

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    16 min
  • Energy crisis: a green light for renewables?
    Mar 26 2026

    As the global energy crisis intensifies, Fred and Herald welcome Nneka Chike-Obi to the podcast to discuss whether the situation could breathe new life into renewables in Asia.


    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/fnh6gsr

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    14 min