AGP Executive Report
Last update: 7 hours agoUAE E-commerce Boom: EZDubai’s report says the UAE’s online retail market hit Dhs42.2bn in 2025, up from Dhs17.6bn in 2020, with forecasts to reach about Dhs67.2bn by 2030 as penetration rises toward 20%+. Capital Markets Upgrade: Moldova’s International Exchange (BIMx) starts admitting brokers and issuers, aiming for first listings by end-2026 and closer links to European markets. AI Infrastructure Push: New research pegs generative AI server demand at $79.81bn in 2026 (up from $62.86bn in 2025) and forecasts $204.75bn by 2030, while green data center power grows fast too. Semiconductor Memory Leadership: Kingston keeps #1 in global DRAM modules with ~62% share, citing a 59% jump in 2025 DRAM module revenue. Housing & Rates Watch (Australia): Westpac expects the RBA to lift rates again, warning housing sentiment stays soft as regulators flag lender and borrower stress risks. Retail Demand Shift: Deloitte says even higher-income shoppers are deal-driven, helping discount retailers like Walmart and Dollar Tree.
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