Under the Banyan Tree - ASEAN Insights: Vietnam, Malaysia & Singapore
In the final podcast of our three-part special, Fred Neumann is joined by ASEAN Economist Yun Liu for a look at what makes these key Southeast Asian economies tick, from semiconductors to tourism and the 'concert economy'.
Live Insights event: Trade in 2024 I 27 February
After a weak year for global trade, is recovery in sight? On 27 February, we are hosting a live event. HSBC’s Trade Economist Shanella Rajanayagam will discuss the outlook with me. We will cover questions including:
- What could a busy election cycle mean for trade?
- From climate to geopolitics, where are the key risks?
- How will consumer demand hold up?
- Nearshoring or new deals: what are the trends to watch?
For the answers to these questions and more: please register for this event, streamed live on our LinkedIn channel. Plus, don’t miss the chance to ask your own questions.
Want to go deeper? Hear more from Shanella on The Macro Brief podcast.
Listen to the podcast: https://www.research.hsbc.com/C/1/1/320/lBVzgX9
Elsewhere in trade, Fred Neumann and Herald van der Linde have been busting myths on Asian supply chains in the Under the Banyan Tree podcast.
Listen to the podcast: https://www.research.hsbc.com/C/1/1/320/xjnpzRg
Plus, don’t miss this episode with Parash Jain, Head of Shipping, Ports and Asia Transport Research, discussing the Red Sea situation and its impact on Asian supply chains.
Listen to the podcast: https://www.research.hsbc.com/C/1/1/320/Cc6wHDF
Central banks in 2024
To cut or not to cut?
Hopes are high that 2024 will be a year of substantial policy rate cuts. A careful examination of history, however, suggests that premature easing may backfire, says HSBC’s Senior Economics Adviser, Stephen King.
Click to view: https://www.research.hsbc.com/C/1/1/320/gtddzc7
Hear more from Stephen on The Macro Brief podcast.
Listen to the podcast: https://www.research.hsbc.com/C/1/1/320/fdCzGTv
The Major bond letter
Steven Major, HSBC’s Global Head of Fixed Income Research, explains why it’s unusual that the eurozone and US rate expectations should be so aligned.
Click here to read the report: https://www.research.hsbc.com/C/1/1/320/VrQhhwJ
The Macro Brief – The allure of AI
Mark McDonald, Head of Data Science and Analytics, looks at the sectors that are catching the eye of venture capital investors and the latest developments in artificial intelligence.
Listen to the podcast: https://www.research.hsbc.com/C/1/1/320/ccNM2Vn
AI: Are there enough AI engineers to meet demand?
Drones: Will delivery drones be flying in the UK and Italy soon?
Q-Day: When will quantum computers be powerful enough to break modern-day encryption techniques?
HSBC’s Henry Ward and Davey Jose look at the latest developments in disruptive tech and the implications for investors.
Click to view: https://www.research.hsbc.com/C/1/1/320/r2kSRh9
Plus, would a Metaverse by any other name smell as sweet? Read more from Henry and Davey in another thought-provoking edition of Disruption Bytes.
Click to view: https://www.research.hsbc.com/C/1/1/320/tKZkJ6K
Other recent reports
Ending 2023 on the up
The global composite PMI ticked up in December, thanks to widespread improvements in services data. However, firms remain cautious, says HSBC’s Maitreyi Das, with employment indices a possible cause for concern.
Click to view: https://www.research.hsbc.com/C/1/1/320/z7JrCSM
Greater Bay Area Insight
While the headwinds may not fade anytime soon, supportive policy measures have recently been stepped up. HSBC’s economists say the key areas to watch are advanced manufacturing, green and low-carbon development, regional integration, and opening up.
Click to view: https://www.research.hsbc.com/C/1/1/320/hPFpxLT
New EU fiscal rules
After finance ministers agreed on new EU fiscal rules, HSBC’s Fabio Balboni answers the top 10 questions from clients – explaining how the new rules work and why they matter.
Click to view: https://www.research.hsbc.com/C/1/1/320/gQ9NWDN
Commodity Economics Comment
Lithium prices rose sharply between 2020 and early 2023, but have since plummeted. HSBC’s Paul Bloxham and Jamie Culling explore what’s behind the moves.
Click to view: https://www.research.hsbc.com/C/1/1/320/Kl6MpLR
EU Green Deal Push (back)
The EU Green Deal set ambitious climate targets that are now supported by a comprehensive legislative framework. So what happens next? HSBC’s ESG Research team outlines the key milestones and issues to watch.
Click to view: https://www.research.hsbc.com/C/1/1/320/qBWLXcz
Australia in 2024
What will Australian policymakers do next? Achieving ‘full employment’ is a great positive but sustaining it, while bringing high inflation back to target, is challenging, say HSBC’s Paul Bloxham and Jamie Culling.
Click to view: https://www.research.hsbc.com/C/1/1/320/2HVJsn9
Vietnam at a glance
If winter comes, can spring be far behind? Yun Liu and Jun Takazawa say Vietnam’s economy is now on a firm recovery track after coping with a number of challenges.
Click to view: https://www.research.hsbc.com/C/1/1/320/rcknQfm
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