TOPIC

/ company

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".

An employee debugs the AI-powered live-streaming machines at a Rexso workshop on December 8 in Huangshan in China’s Anhui province. Photo: VCG via Getty Images

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

15 Dec 2025 - 6:18PM

China stock market

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

12 Dec 2025 - 7:30AM

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

Nvidia CEO Jensen Huang speaks during the Live Keynote Pregame during the Nvidia GTC (GPU Technology Conference) in Washington on October 28. Photo: AFP

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

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

Stocks

Macroscope | Does emerging markets’ stellar run this year have legs?

Emerging market equities have seen their longest winning streak since 2004, but it is premature to talk of a renaissance.

13 Nov 2025 - 5:20PMvideocam

A man checks the latest stock exchange data on a computer screen at his shop in Shanghai on October 30. Photo: EPA

United States

Macroscope | Has Trump 2.0 really been a boon to stock markets and the economy?

Although asset prices performed strongly this year and there has been no recession, Trump’s second term is a Rubicon-crossing moment for the US and global economy.

6 Nov 2025 - 4:30PMvideocam

A demonstrator holds up a sign reading “Tariffs are bad” outside the US Supreme Court in Washington on November 5. Photo: AFP

Jobs

Global companies ratchet up job cuts amid weak sentiment, AI push

The occupations most likely to be affected would be where entry-level work is replaced with automation, Bank of America economists say.

29 Oct 2025 - 2:51PM

Banking & finance

Foreign investors show renewed interest in China equities, HSBC says

Mainland China and South Korea account for most regional inflows, while exposure to Taiwan, India and most Asean markets declines.

29 Oct 2025 - 11:00AM

Autonomous vehicles

Chinese robotaxis race Waymo to take driverless cars global

Baidu’s Apollo Go, WeRide and Pony.ai are outnumbering their US counterparts with more projects in various stages of commercialisation.

27 Oct 2025 - 11:27AM

A Baidu Apollo Go robotaxi drives on the road in Chongqing, China, on July 10, 2024. Photo: China News Service/VCG via Getty Images

Thailand

Thai minister quits amid Cambodia scam and crypto controversy

Vorapak Tanyawong denied any involvement in illicit activities on Wednesday, telling reporters he was quitting to focus on his legal defence.

22 Oct 2025 - 7:05PMvideocam

IMF Managing Director Kristalina Georgieva (left) speaks with Thailand’s Deputy Finance Minister Vorapak Tanyawong in Washington earlier this month. Photo: Reuters

Banking & finance

Wall Street profits jump on soaring stock prices, deal-making

Despite strong results, bankers expressed caution about the outlook, including worries about ‘frothy’ asset prices in some markets.

15 Oct 2025 - 3:52PM

Commodities

Silver hits record high, surging past US$52 amid historic London short squeeze

Fears over a lack of liquidity in London have sparked a global hunt for silver, with prices rising to near-unprecedented levels over New York.

14 Oct 2025 - 11:01AM

IPO

China’s JingDong Industrials eyes US$500 million in Hong Kong IPO

Firm plans listing as soon as the end of October, according to two sources, after clearing a key regulatory hurdle.

29 Sep 2025 - 4:54PM

A screen shows the Hang Seng Index at Hong Kong Exchanges and Clearing’s Connect Hall in Central on May 20, 2025. Photo: Sun Yeung

Japan

Macroscope | 4 reasons Japan’s yen safe haven trade is a distant memory

While the Japanese currency’s reputation as a safe haven was always overblown, the stability that supported it is now a thing of the past.

25 Sep 2025 - 4:30PMvideocam

China stock market

Bad news drives good gains: China stocks rise on slowdown and stimulus hopes

Market rally gets fresh legs as policymakers pivot towards growth after years of focusing on risk management.

23 Sep 2025 - 5:40PM

US-listed Chinese stocks

Stock market rally is built on narrative that is loaded with risk

The most common risks for a hard market landing include cracks in the AI theme, the trade war, swelling debts and a weak US labour market.

15 Sep 2025 - 10:55AM

Floor traders at the New York Stock Exchange (NYSE) on September 12, 2025. Photo: Reuters

Banking & finance

Global investors shift from US stocks drawn by Asia’s AI boom, Fed policy: BoFA

Investors are allocating evenly between US equity funds and global markets this year, BofA’s global research head Candace Browning says.

8 Sep 2025 - 1:04PM

A sign outside the New York Stock Exchange marks the intersection of Wall Street and Broad Street. Photo: AP

China stock market

Foreign fund flows into China lose steam even as stocks hit 10-year high

Chinese equities record net inflows of US$900 million in August, down from US$2.7 billion in July, Morgan Stanley says.

5 Sep 2025 - 4:30PM

Banking & finance

Hedge funds boost options bets for yuan to strengthen past 7

Hedge funds ramp up options wagers, signalling that the yuan’s rally against the US dollar still has room to run.

1 Sep 2025 - 5:12PM

Bitcoin

Eric Trump hails China’s crypto power at Hong Kong’s bitcoin summit

The younger Trump, in Hong Kong to promote his American Bitcoin venture with Hut 8, delivered one of the highlights during the two-day event.

29 Aug 2025 - 8:25PM

Eric Trump spoke during the Bitcoin Asia conference in Hong Kong on August 29, 2025. Photo: Dickson Lee

China stock market

Macroscope | Why investors need not fear bubble in Chinese stock market

While there is a disconnect between China’s ailing economy and its buoyant stock market, years of bearishness are only now dissipating.

28 Aug 2025 - 5:20PM

A screen shows stock exchange and economic data in Beijing on August 12. Photo: EPA

Asia housing and property

The View | Sell India, buy China? Don’t get stock and property markets confused

The stock market is not the economy, and India’s property market fundamentals remain strong despite investors’ turn to Chinese stocks.

25 Aug 2025 - 4:30PMvideocam

Hong Kong economy

‘Sentry drone’ warning system to help ‘Hong Kong low-altitude economy fly high’

Transport chief Mable Chan offers upbeat assessment after taking a look at the alert system developed by local company Aerovision Technology.

16 Aug 2025 - 6:38PM

Help preserve 120 years of quality journalism.

SUPPORT NOW

Bank of America

.css-1m2rp1p{color:#34b8b5;}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

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

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 | Does emerging markets’ stellar run this year have legs?

Emerging market equities have seen their longest winning streak since 2004, but it is premature to talk of a renaissance.

Macroscope | Has Trump 2.0 really been a boon to stock markets and the economy?

Although asset prices performed strongly this year and there has been no recession, Trump’s second term is a Rubicon-crossing moment for the US and global economy.

Global companies ratchet up job cuts amid weak sentiment, AI push

The occupations most likely to be affected would be where entry-level work is replaced with automation, Bank of America economists say.

Foreign investors show renewed interest in China equities, HSBC says

Mainland China and South Korea account for most regional inflows, while exposure to Taiwan, India and most Asean markets declines.

Chinese robotaxis race Waymo to take driverless cars global

Baidu’s Apollo Go, WeRide and Pony.ai are outnumbering their US counterparts with more projects in various stages of commercialisation.

Thai minister quits amid Cambodia scam and crypto controversy

Vorapak Tanyawong denied any involvement in illicit activities on Wednesday, telling reporters he was quitting to focus on his legal defence.

Wall Street profits jump on soaring stock prices, deal-making

Despite strong results, bankers expressed caution about the outlook, including worries about ‘frothy’ asset prices in some markets.

Silver hits record high, surging past US$52 amid historic London short squeeze

Fears over a lack of liquidity in London have sparked a global hunt for silver, with prices rising to near-unprecedented levels over New York.

China’s JingDong Industrials eyes US$500 million in Hong Kong IPO

Firm plans listing as soon as the end of October, according to two sources, after clearing a key regulatory hurdle.

Macroscope | 4 reasons Japan’s yen safe haven trade is a distant memory

While the Japanese currency’s reputation as a safe haven was always overblown, the stability that supported it is now a thing of the past.

Bad news drives good gains: China stocks rise on slowdown and stimulus hopes

Market rally gets fresh legs as policymakers pivot towards growth after years of focusing on risk management.

Stock market rally is built on narrative that is loaded with risk

The most common risks for a hard market landing include cracks in the AI theme, the trade war, swelling debts and a weak US labour market.

Global investors shift from US stocks drawn by Asia’s AI boom, Fed policy: BoFA

Investors are allocating evenly between US equity funds and global markets this year, BofA’s global research head Candace Browning says.

Foreign fund flows into China lose steam even as stocks hit 10-year high

Chinese equities record net inflows of US$900 million in August, down from US$2.7 billion in July, Morgan Stanley says.

Hedge funds boost options bets for yuan to strengthen past 7

Hedge funds ramp up options wagers, signalling that the yuan’s rally against the US dollar still has room to run.

Eric Trump hails China’s crypto power at Hong Kong’s bitcoin summit

The younger Trump, in Hong Kong to promote his American Bitcoin venture with Hut 8, delivered one of the highlights during the two-day event.

Macroscope | Why investors need not fear bubble in Chinese stock market

While there is a disconnect between China’s ailing economy and its buoyant stock market, years of bearishness are only now dissipating.

The View | Sell India, buy China? Don’t get stock and property markets confused

The stock market is not the economy, and India’s property market fundamentals remain strong despite investors’ turn to Chinese stocks.

‘Sentry drone’ warning system to help ‘Hong Kong low-altitude economy fly high’

Transport chief Mable Chan offers upbeat assessment after taking a look at the alert system developed by local company Aerovision Technology.

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