AGP Executive Report
Last update: 8 hours agoHousing Outlook: Commonwealth Bank expects Australian home prices to fall 8% in 2026 and another 3% in 2027, as higher interest rates weigh on demand; Adelaide could see a peak-to-trough drop of about 13%. Asia-Pacific Reinsurance: Softer pricing and abundant capacity are lifting demand for facultative cover, even as climate, cyber and AI risks grow. Hanoi Re says it will pursue selective growth rather than compete at any price. India Credit: Bank lending to non-bank finance companies rose 41.8% year over year to 22.5 trillion rupees in September, as higher bond costs and festive-season funding needs pushed lenders toward bank loans; growth may ease as borrowing normalises. AI Spending: AMD forecast revenue growth above 80% in 2027, with data-centre sales nearly doubling in the latest quarter, offering a fresh sign of strong demand for AI infrastructure. China Equities: Allianz Global Investors has turned overweight on Chinese stocks, citing corporate earnings and opportunities in AI, robotics, energy storage and medical innovation.
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