TOPIC

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Bank of America

Bank of America: A leading multinational investment bank and financial services company, headquartered in Charlotte, North Carolina, with global operations across over 35 countries. It offers a comprehensive suite of services including commercial banking, wealth management, investment banking, and consumer banking products like credit cards and loans. Serving individuals, small businesses, large corporations, institutional clients, and governments, Bank of America is the second-largest banking institution in the United States. Its business focus centres on responsible growth, client-centricity, and digital innovation, earning accolades such as "World’s Best Bank for Markets" and "World’s Best Bank for Trade Finance".

Investor sentiment fell to a six-month low in March, according to a BofA report. Photo: AFP

Banking & finance

Iran conflict drives fund managers to slash risk and hoard cash: BofA survey

Fund managers pile into cash at fastest pace since Covid-19 as geopolitical tensions, inflation replace AI as top concerns, bank finds.

18 Mar 2026 - 4:40PM

United States

Macroscope | Normalisation of Trump’s chaos can only go so far

26 Feb 2026 - 7:45PMvideocam

Sam Altman

Geopolitics takes back seat to ‘No 1 investor risk’ for creditors: survey

25 Feb 2026 - 4:49PM

Hong Kong property

Why global banks are betting on a double-digit surge in Hong Kong home prices

JPMorgan and Goldman Sachs join Morgan Stanley in lifting their market outlook to double digits, as price gains outpace previous expectations.

24 Feb 2026 - 9:44AM

Skyscrapers dot the landscape of Hong Kong’s Mid-Levels. The city’s housing rebound has been led in part by the luxury segment. Photo: Getty Images/iStockphoto

Banking & finance

Macroscope | US dollar weakness is no game changer for a globalised yuan

Beijing will seize on the crisis to promote the yuan, but without capital account liberalisation – essential for a truly global currency – its rise will remain limited.

19 Feb 2026 - 4:30PM

Hong Kong stock market

Syngenta targets US$10 billion listing in Hong Kong, biggest since Alibaba

Chinese-owned agritech group’s mooted float could rank among Hong Kong’s biggest listing in years.

6 Feb 2026 - 4:43PM

Trade

Macroscope | Trump weaponises trade as globalisation becomes more fractured

As recognised by Canada, the fracturing of the global economy is in full swing. Policymakers and businesses should expect it to continue.

29 Jan 2026 - 4:30PM

Shipping containers are stacked at a port in Montreal, Quebec, Canada, on August 1, 2025. While the unravelling of globalisation has been a major theme for some time, the primacy of national security and geopolitics is a relatively new phenomenon that is reshaping the global economy and markets. Photo: AFP

Paris Fashion Week: Haute Couture

Meet the Hong Kong model nearing 60 who walked at Chanel’s haute couture show

The mum-of-7 – who just starred in Matthieu Blazy’s show – was born to Chiu Chow parents and got into modelling in her 50s.

29 Jan 2026 - 2:05PM

Semiconductors

ASML reports heated global demand in 2025, but cools China outlook

US limits on ASML’s China trade continue to define the company’s growth pattern, with overall sales up despite China revenues falling.

29 Jan 2026 - 3:50PM

Hong Kong property

Hong Kong homebuyers keep up demand as new launches draw brisk sales

Two-thirds of Park Seasons’ latest batch sold by midafternoon on Saturday, while Kabitat Tin Hau sold out a day earlier.

24 Jan 2026 - 5:20PM

Yuan

China lets yuan break through 7 per US dollar mark as dollar jitters grow

China’s central bank set the yuan fixing rate at under 7 per US dollar for the first time since mid-2023 as concerns over dollar assets mount.

23 Jan 2026 - 1:19PMvideocam

China’s yuan has broken through the psychologically important level of 7 per US dollar for the first time in years, as confidence in US dollar assets weakens. Photo: AFP

Semiconductors

Explainer | Will Trump’s new industrial policy make the global memory chip shortage worse?

The US government warns major memory chipmakers to either pay 100 per cent duties or build their products in America.

20 Jan 2026 - 3:47PM

China GDP

IMF raises China’s 2026 growth forecast to 4.5%, citing US ‘truce’ and stimulus

The fund predicts lower US tariffs and efforts to raise consumer spending may boost economy, though forecast short of last year’s growth.

19 Jan 2026 - 6:00PM

Hong Kong property

Hong Kong’s housing market gets a vote of confidence from major banks

Most financial institutions forecast price gains ranging from 5 to 10 per cent, supported by supply constraints and end-user demand.

12 Jan 2026 - 7:03PM

A night view of Hong Kong Island and Kowloon from The Peak. Property prices in the city are expected to trend upwards this year. Photo: Sam Tsang

China stock market

Macroscope | Chinese stocks could be biggest winner of Venezuela fallout

Amid rising fears over an AI bubble and geopolitical strife, China’s push for self-reliance has left it more insulated from global storms.

8 Jan 2026 - 4:30PMvideocam

People walk below a large screen displaying the latest stock exchange and economic data in Shanghai on January 6. Photo: EPA

US-Venezuela conflict

Gold, oil jolted by US assault on Venezuela as investors recalibrate

Gold and oil move in opposite directions as attack underscores gold’s haven value, fails to alter oil market’s supply glut.

5 Jan 2026 - 5:30PM

Banking & finance

Macroscope | What to expect from Chinese stocks in 2026

While the underperformance of Chinese equities in the last financial quarter warrants scrutiny, overall gains are likely to continue in 2026.

1 Jan 2026 - 5:27PMvideocam

Hong Kong property

Exclusive | US anti-piracy firm Vobile buys top floor of Bank of America Tower at a discount

The Emmy-winning firm has bought the top floor of the US bank’s Admiralty office for US$25.4 million – more than 60 per cent below its peak.

31 Dec 2025 - 8:35AM

The Bank of America Tower is a 38-floor skyscraper located in the Admiralty area of Hong Kong. Photo: Shutterstock

Gold in Hong Kong

Golden era: prices surge as rally on track for US$5,000 in 2026, analysts say

Rate cuts, geopolitical tensions and central banks’ buying spree push gold prices up by 72 per cent in 2025 – the biggest annual jump ever.

25 Dec 2025 - 9:30AM

Artificial intelligence

Macroscope | Fears of an AI bubble in Asian stock markets are misplaced

The concentration risk so prevalent elsewhere is mitigated in Asia by a diverse equity landscape and the unique strengths in China.

18 Dec 2025 - 4:30PMvideocam

Yuan

China’s currency comeback: yuan seen breaking key dollar level in 2026

Analysts bet US Federal Reserve rate cuts and thawing trade tensions will drive China’s yuan past the 7.0 psychological barrier.

15 Dec 2025 - 6:18PM

The offshore yuan was at 7.048 per US dollar early Monday afternoon. Photo: dpa

China stock market

Look beyond AI ‘titans’ for growth stocks, BofA Securities says

Investors should shift focus to AI-driven sectors with more rising stars, under-covered companies and pair-trading opportunities.

12 Dec 2025 - 7:30AM

Sectors with relatively high profitability include semiconductor equipment, printed circuit boards, optical modules, and outsourced semiconductor assembly and testing, according to BofA Securities. Photo: Shutterstock

Artificial intelligence

Opinion | Why 2026 will be the year AI hype collides with reality

The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals.

7 Dec 2025 - 8:30PMvideocam

Hong Kong stock market

Hong Kong stocks edge higher as weak jobs data firms up rate-cut bets

Rates traders price in more than 90 per cent probability of a quarter-point reduction next week after private US labour market report.

4 Dec 2025 - 4:45PM

China stock market

China’s stock market set for earnings-driven growth after stretching valuations

China stocks’ next phase of growth hinges on earnings, not just higher valuations, says BofA Global Research’s Winnie Wu.

3 Dec 2025 - 8:11PM

China’s AI and robotics sectors could underpin economic growth and stock market gains. Photo: Shutterstock

Banking & finance

Gold prices could hit record highs of over US$4,900 next year: forecasts

Several banks project gold prices could rise above US$4,900 per ounce in 2026, with US rate cuts and central bank buys keeping demand strong.

28 Nov 2025 - 3:21PMvideocam

Several banks have forecast that gold prices will reach record highs in 2026, as global demand continues to outpace supply. Photo: Shutterstock

Artificial intelligence

Opinion | Will AI kill the middle class?

When the creators of a new technology warn that it could destroy the primary engine of global growth of the past half a century, it’s worth paying attention.

20 Nov 2025 - 9:30AMvideocam

IPO

Morgan Stanley faces US scrutiny over Zijin Gold’s Hong Kong IPO

Zijin Gold’s parent was added to a US government list of firms whose imports are banned over alleged human rights abuses involving Uygurs.

14 Nov 2025 - 9:36AM

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Bank of America

Iran conflict drives fund managers to slash risk and hoard cash: BofA survey

Fund managers pile into cash at fastest pace since Covid-19 as geopolitical tensions, inflation replace AI as top concerns, bank finds.

.css-1pcrwvc{color:#2aa191;}Macroscope | Normalisation of Trump’s chaos can only go so far

Geopolitics takes back seat to ‘No 1 investor risk’ for creditors: survey

Why global banks are betting on a double-digit surge in Hong Kong home prices

JPMorgan and Goldman Sachs join Morgan Stanley in lifting their market outlook to double digits, as price gains outpace previous expectations.

Macroscope | US dollar weakness is no game changer for a globalised yuan

Beijing will seize on the crisis to promote the yuan, but without capital account liberalisation – essential for a truly global currency – its rise will remain limited.

Syngenta targets US$10 billion listing in Hong Kong, biggest since Alibaba

Chinese-owned agritech group’s mooted float could rank among Hong Kong’s biggest listing in years.

Macroscope | Trump weaponises trade as globalisation becomes more fractured

As recognised by Canada, the fracturing of the global economy is in full swing. Policymakers and businesses should expect it to continue.

Meet the Hong Kong model nearing 60 who walked at Chanel’s haute couture show

The mum-of-7 – who just starred in Matthieu Blazy’s show – was born to Chiu Chow parents and got into modelling in her 50s.

ASML reports heated global demand in 2025, but cools China outlook

US limits on ASML’s China trade continue to define the company’s growth pattern, with overall sales up despite China revenues falling.

Hong Kong homebuyers keep up demand as new launches draw brisk sales

Two-thirds of Park Seasons’ latest batch sold by midafternoon on Saturday, while Kabitat Tin Hau sold out a day earlier.

China lets yuan break through 7 per US dollar mark as dollar jitters grow

China’s central bank set the yuan fixing rate at under 7 per US dollar for the first time since mid-2023 as concerns over dollar assets mount.

.css-19im5qg{color:#c79a00;}Explainer | Will Trump’s new industrial policy make the global memory chip shortage worse?

The US government warns major memory chipmakers to either pay 100 per cent duties or build their products in America.

IMF raises China’s 2026 growth forecast to 4.5%, citing US ‘truce’ and stimulus

The fund predicts lower US tariffs and efforts to raise consumer spending may boost economy, though forecast short of last year’s growth.

Hong Kong’s housing market gets a vote of confidence from major banks

Most financial institutions forecast price gains ranging from 5 to 10 per cent, supported by supply constraints and end-user demand.

Macroscope | Chinese stocks could be biggest winner of Venezuela fallout

Amid rising fears over an AI bubble and geopolitical strife, China’s push for self-reliance has left it more insulated from global storms.

Gold, oil jolted by US assault on Venezuela as investors recalibrate

Gold and oil move in opposite directions as attack underscores gold’s haven value, fails to alter oil market’s supply glut.

Macroscope | What to expect from Chinese stocks in 2026

While the underperformance of Chinese equities in the last financial quarter warrants scrutiny, overall gains are likely to continue in 2026.

Exclusive | US anti-piracy firm Vobile buys top floor of Bank of America Tower at a discount

The Emmy-winning firm has bought the top floor of the US bank’s Admiralty office for US$25.4 million – more than 60 per cent below its peak.

Golden era: prices surge as rally on track for US$5,000 in 2026, analysts say

Rate cuts, geopolitical tensions and central banks’ buying spree push gold prices up by 72 per cent in 2025 – the biggest annual jump ever.

Macroscope | Fears of an AI bubble in Asian stock markets are misplaced

The concentration risk so prevalent elsewhere is mitigated in Asia by a diverse equity landscape and the unique strengths in China.

China’s currency comeback: yuan seen breaking key dollar level in 2026

Analysts bet US Federal Reserve rate cuts and thawing trade tensions will drive China’s yuan past the 7.0 psychological barrier.

Look beyond AI ‘titans’ for growth stocks, BofA Securities says

Investors should shift focus to AI-driven sectors with more rising stars, under-covered companies and pair-trading opportunities.

Opinion | Why 2026 will be the year AI hype collides with reality

The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals.

Hong Kong stocks edge higher as weak jobs data firms up rate-cut bets

Rates traders price in more than 90 per cent probability of a quarter-point reduction next week after private US labour market report.

China’s stock market set for earnings-driven growth after stretching valuations

China stocks’ next phase of growth hinges on earnings, not just higher valuations, says BofA Global Research’s Winnie Wu.

Gold prices could hit record highs of over US$4,900 next year: forecasts

Several banks project gold prices could rise above US$4,900 per ounce in 2026, with US rate cuts and central bank buys keeping demand strong.

Opinion | Will AI kill the middle class?

When the creators of a new technology warn that it could destroy the primary engine of global growth of the past half a century, it’s worth paying attention.

Morgan Stanley faces US scrutiny over Zijin Gold’s Hong Kong IPO

Zijin Gold’s parent was added to a US government list of firms whose imports are banned over alleged human rights abuses involving Uygurs.

Macroscope | Normalisation of Trump’s chaos can only go so far

Explainer | Will Trump’s new industrial policy make the global memory chip shortage worse?