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Under the Banyan Tree by HSBC Global Research
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Shades of '99?

13 min•21 maj 2026

With US bond yields spiking, Herald van der Linde and Prerna Garg discuss how a shift in the rates vs growth balance could play out for Asian equities, which are being buoyed by the AI surge.


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Fler avsnitt av Under the Banyan Tree by HSBC Global Research

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The surging demand for Asia's AI hardware
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Critical minerals and the Malacca Strait
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Equity league tables with a side of history
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Energy, El Niño and economic growth
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Unexpected moves in Asian FX
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