About this episode
Herald van der Linde and Prerna Garg discuss the impact of rising US bond yields on Asian equities amidst an AI surge.
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. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/t2Fnhld Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research
People in this episode
Host: Herald van der Linde
Guest: Prerna Garg
Topics covered
- US bond yields
- Asian equities
- AI surge
- rates vs growth balance
- investment strategies
Keywords
- bond yields
- Asian equities
- AI
- investment
- growth balance
Mentioned in this episode
Organizations: HSBC, HSBC Global Investment Research, HSBCResearch
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