AGP Executive Report
Last update: 10 hours agoPhilippines Impeachment: The Senate impeachment court is set to vote on whether to subpoena Vice President Sara Duterte’s bank, tax, and AMLC records, with prosecutors saying full access is key to assessing unexplained wealth while her defense argues AMLC confidentiality bars disclosure. UK Markets & Corporate Earnings: Stocks face pressure as US-Iran tensions lift oil above $90; Ryanair reported a 34% Q1 profit drop on higher fuel costs and softer fares, while Big Yellow posted revenue growth despite occupancy easing. Crypto Institutional Push: Crypto.com says Citadel Securities will invest $400m, valuing it around $20b, to expand into tokenized securities and derivatives. AI Finance & Infrastructure Funding: Morgan Stanley is emerging as a top adviser for AI infrastructure financings, including major data-center and chip-related deals. Emerging Markets & FX: South Africa’s rand holds steady ahead of SARB guidance as oil rises and inflation expectations build. Africa Investment & Housing: Kenya highlights affordable housing financing at the UN, while Ghana trains investment-promotion staff to boost quality FDI. Regulation Watch: RBI fines six NBFCs for KYC, governance, and concentration lapses, including Muthoot Finance. India Policy & Markets: Cabinet clears the National Investment Policy for Urea-2026 to boost gas-based production and self-sufficiency.
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