AGP Executive Report
Last update: 8 hours agoMarket Volatility & Rates: Iran-Israel tensions are rattling risk appetite and pushing oil higher, with Fitch cutting its 2026 global growth forecast to 2.4% as inflation squeezes consumption. India Capital Flows: RBI is easing NRI/OCI equity investment limits to broaden overseas participation in Indian stocks. South Korea Bonds Under Pressure: The AI chip boom is lifting growth and yields, with Korean government bonds down 7.5% in 2026 and swaps pricing multiple rate hikes. IPO Caution: Curefoods has delayed its SEBI-approved Rs 800 crore IPO amid weak listing sentiment. Equity Fundraising: Nazara Technologies raised over Rs 474 crore via warrant issuance to fund acquisitions and expand its gaming portfolio. Real Assets & Housing: UAE real estate is forecast to reach AED 2.98T by 2031, while London’s built environment leaders want government recognition as a unified growth sector. Energy & Food Risks: FAO warns rising cereal vulnerability to weather and energy disruptions, with Strait of Hormuz uncertainty adding fertilizer pressure. Tech Infrastructure Theme: India’s data-centre buildout is projected to jump from ~1.5 GW to 8–10 GW by 2030, drawing $30B+ capex. Company Updates: Orion Energy Systems reported FY26 revenue of $86.3M and positive adjusted EBITDA; Sinch named Jonas Dahlberg acting CEO.
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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