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Under the Banyan Tree by HSBC Global Research
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EM, Asia and the grown-ups in the room

20 min•27 november 2025

Dr Murat Ulgen joins Herald and Fred to talk AI, US outflows and Asia's influence over global emerging markets, all in the context of EM's outperformance in 2025.


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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
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A watershed moment for Chinese chipmakers?
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Samsung's billions and a long hands-free drive
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The surging demand for Asia's AI hardware
•17 min
Critical minerals and the Malacca Strait
•14 min
El Niño on the horizon
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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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