Asia investors demand AI revenue proof as focus shifts from exposure to earnings: BofA

South China Morning Post - Sep 21, 2026

Investors in Asia are demanding clearer evidence that artificial intelligence can translate into revenue and earnings, rather than simply seeking exposure to the technology, as the sector moves into a more mature phase, according to Chris Oberoi, head of Asia-Pacific research at Bank of America (BofA) Global Research. “The issue increasingly is: does it add to productivity, and is it being monetised,” Oberoi said. “And the answer is, ‘absolutely yes’.” Separately, President Xi Jinping and US...

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4 mainland Chinese firms jump into cooling Hong Kong IPO market

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Geopolitical risks see institutional investors rush to stockpile cash, survey finds

Sep 21, 2026

Geopolitical risks see institutional investors rush to stockpile cash, survey finds

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Sep 21, 2026

China’s collection of stock stamp duty jumps more than 80% as AI frenzy boosts trading

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Sep 21, 2026

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