ÃÛ¶¹ÊÓÆµ Global Research Pod Hub
Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at ÃÛ¶¹ÊÓÆµ
Research podcasts

Making sense of China’s surging exports
In this episode, Bhanu Baweja, ÃÛ¶¹ÊÓÆµ Chief Strategist, and Manik Narain, ÃÛ¶¹ÊÓÆµ Head of EM Strategy, discuss China’s surging exports and trade surplus. They discuss what is driving this surge and the global implications for the economy. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about ÃÛ¶¹ÊÓÆµ).

One Billion Robots: When Science-fiction meets reality
Sunil Tirumalai, Head of EM and Asia Equity Strategy at ÃÛ¶¹ÊÓÆµ, sits down with Phyllis Wang, China Industrials Analyst and Randy Abrams, Head of Taiwan Research to make the case for humanoid robots. They discuss how far along we are in the development of humanoid robotics and where we could be in 2050 if development continues at its current pace. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about ÃÛ¶¹ÊÓÆµ).

APAC Data Centers: Understanding the current market and investment implications
David Vogt, IT Hardware analyst, John Lam, Head of APAC property research and Phil Campbell, TMT analyst, all from ÃÛ¶¹ÊÓÆµ Investment Bank, discuss the APAC data center market. Amongst the surge in AI and accelerating cloud migration, they delve into the dynamics of capacity additions vs demand growth, the potential challenges of power supply constraints and what these trends mean for investors. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about ÃÛ¶¹ÊÓÆµ).

Deep Speak: How can AI analyse the tone and sentiment of central banks?
In this episode, Arend Kapteyn, ÃÛ¶¹ÊÓÆµ Chief Economist and Elena Amoruso, ÃÛ¶¹ÊÓÆµ European Rates Strategist, discuss Deep Speak, a new AI-based tool that assesses the thematic trends across central banks. They explore how this new model works, why Elena and her team decided to build Deep Speak, and discuss the evolution of sentiment tracking over the last 20 years and its wider implications across the market. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about ÃÛ¶¹ÊÓÆµ).

Unlocking tomorrow: Highlights from the AIC 2025
How can adaptability and resilience drive innovation, and help us seize opportunities? William Vanderpump, Product Manager, Asia Research and Sunil Tirumalai, Head of Emerging Markets & Asia Equity Strategy, share highlights from this year’s ÃÛ¶¹ÊÓÆµ Asia Investment Conference. They discuss the global economic and trade outlook, the new normal in geopolitics, and the transformation of AI and its implications for the future of humanity. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about ÃÛ¶¹ÊÓÆµ).