AGP Executive Report
Last update: 11 hours agoGeopolitics & Markets: A US-Iran framework deal to end the war and reopen the Strait of Hormuz sent global risk appetite surging—oil slid, the dollar weakened, and Asian bourses jumped (Japan’s Nikkei +3%, South Korea’s KOSPI +4.8%). India Flows & FX: India saw $770m leave markets as investors rotated toward AI; the finance minister flagged uncertainty for forex, crude, fertiliser and rain shortfalls. Capital Markets & IPOs: Vedanta’s demerger kicked off with four new listings, led by Vedanta Aluminium debuting around ₹522–₹527. Data Centres & AI Capex: Global data-centre investment is forecast to hit $1.6tn by 2030, with AI driving $600bn+ in 2026 spending. Banking & Regulation: Bangladesh proposed “faceless” tax assessments and changes that may raise NSC investor and exporter tax bills from July 1, 2026. Policy & Tax Politics: Ireland’s councils urged scrapping the USC, while Australia debated major CGT/negative gearing shifts that could reshape property investing. Fintech & Real Assets: New AI real-estate tools and investor platforms are pushing renovation previews and ROI modeling to speed deal decisions.
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.
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