AGP Executive Report
Last update: 11 hours agoFX & Markets: The US and Japan confirmed joint intervention to support the yen, lifting it to a three-month high near ¥155 per dollar, while world stocks stayed mixed and oil slipped on hopes for de-escalation with Iran. Korea Semis & Leverage: South Korea’s KOSPI fell more than 5% as investors locked in gains after a record rally, with foreign selling leading; analysts tied the earlier surge to leveraged ETF deleveraging and warned leverage-driven swings can quickly reverse. Qatar Financial Stability: Qatar Central Bank said its banking system stayed resilient in 2025, with capital/liquidity buffers above minimums and rapid growth in digital payments. Infrastructure & Renewables Finance: InfraRed Capital Partners backed Rail Modal Group with a majority stake; Sonnedix secured €730m financing for solar and battery storage across Southern Europe; North Star raised £275m debt for offshore wind service vessels. Investment & Policy: Uzbekistan invited Indian firms into mining and rare earths, targeting $2bn trade next year; Spain pushed for EU-wide conditions on Chinese investment; Istanbul’s chamber welcomed tweaks to Turkey’s FX conversion support scheme. Corporate/Investing: Clear Street launched private markets access with pre-IPO exposure and credit financing; Bajaj Housing Finance got a Buy/target Rs 107 note after a Q1 profit beat. Sports Governance: UEFA threatened legal action over FIFA’s scrapped World Cup investment plan.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.