AGP Executive Report
Last update: 8 hours agoFX Stress: India’s rupee slid past 96 per dollar, down over 5% since late February, as oil-linked dollar demand and foreign outflows force the central bank to defend the currency and push austerity steps. Rates Shock: Bond markets are flashing red—UK 30-year gilt yields hit near-1998 highs and US 30-year Treasuries pushed above 5%—fueling fresh jitters for equities and the AI trade. Regulatory Push: China’s SAMR rolled out 34 2026 priorities to back private-sector growth while cracking down on “involution-style” cutthroat competition. Crypto Whipsaw: Bitcoin is stuck in higher volatility near the $78k area after ETF outflows and macro pressure, with traders split between optimism and fear. Corporate/Consumer Signals: Nestle says India is now KitKat’s biggest market; Nepal real estate transactions tick up; New Zealand promises duty-free access for Bangladesh post-LDC graduation. Film & Media: Cannes market coverage highlights shrinking global admissions but steady recovery rates, while Soul Sutra unveils a 12-film Gujarati slate eyeing global co-productions.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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