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Under the Banyan Tree by HSBC Global Research
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China, EVs and the next steps in AI

25 min•23 oktober 2025

Recorded in front of a live audience on 21 October 2025, Fred and Herald are joined on stage in Hong Kong by Jing Liu, Yuqian Ding and Frank Lee for a comprehensive round-up of the major macro and micro talking points in Asia.


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Disclosures and Disclaimers: https://www.research.hsbc.com/R/101/zJCkN77


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Fler avsnitt av Under the Banyan Tree by HSBC Global Research

Visa alla avsnitt av Under the Banyan Tree by HSBC Global Research
Fred and Herald's post-summer catch-up
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El Niño looms large over ASEAN tech
•9 min
A watershed moment for Chinese chipmakers?
•15 min
Samsung's billions and a long hands-free drive
•13 min
The surging demand for Asia's AI hardware
•17 min
Critical minerals and the Malacca Strait
•14 min
El Niño on the horizon
•17 min
Equity league tables with a side of history
•13 min
Energy, El Niño and economic growth
•13 min
Unexpected moves in Asian FX
•13 min

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