AGP Executive Report
Last update: 8 hours agoWall Street Outlook: JPMorgan Private Bank expects the S&P 500 to rise about 10% to ~8,200 by mid-2027, arguing growth and AI demand can outweigh “inflation shocks.” AI & Jobs: Zoho founder Sridhar Vembu warns AI and data-center costs are diverting budgets away from hiring, limiting new IT job growth. Space Market Buzz: SpaceX’s IPO is fueling a new startup wave in orbit, while analysts still see big upside for SpaceX shares into 2027 despite the stock’s post-IPO slide. India Flows & Equities: Foreign investors reversed four months of selling with Rs 20,200 crore inflow in July, helped by valuations and improving earnings. Energy Growth: India’s solar capacity jumped to 162.15 GW by June 30, and solar tariffs fell sharply via competitive auctions; separately, Florida is emerging as a residential-solar exception after federal credit changes. Housing & Rates: Kelowna’s rental market is “out of balance” as purpose-built supply lifts vacancy and pushes affordability pressure. Geopolitics & Markets: Tehran fuel queues are growing amid US-Iran strike fears, adding volatility to related prediction markets. Tourism & Trade: Vietnam’s first-half trade hit $659bn (+28% YoY), with FTAs supporting exports. Policy Watch: RBI’s Aug. 5 decision is expected to keep the repo rate at 5.25%, with guidance in focus.
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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