AGP Executive Report
Last update: 8 hours agoHealthcare & Biotech Forecasts: Allied Market Research projects gene therapy growth to $46.5B by 2030 (22.8% CAGR), while digital pathology is forecast to reach $1.79B by 2030 (9.3% CAGR) as AI and remote diagnosis expand. Oncology Demand: Non-small-cell lung cancer is expected to rise to $36.9B by 2031 (9.3% CAGR), reflecting continued treatment pipeline buildout. Solar & Grid Storage: Perovskite solar cells are projected to climb to ~$2.7B by 2028 (33.3% CAGR), and thermal energy storage could nearly double to $56.4B by 2033 as utilities chase long-duration flexibility. Ag & Inputs: Fungicides are forecast at $19.5B by 2027 (4.7% CAGR) on sustainable farming and IPM. Markets & Macro: KGI’s mid-year outlook flags US-Iran risk and expects AI-led growth in the US while China-HK equities realign on low valuations. Geopolitics Watch: US-Iran tensions around the Strait of Hormuz are again in focus, with implications for oil and risk sentiment. Business Moves: Blue Owl opens an ADGM office to target Middle East alternatives growth; Fanatec enters India via Vishal Peripherals.
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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