AGP Executive Report
Last update: 7 hours agoOil & Geopolitics: Trump said energy prices won’t fall until after the U.S. midterms, tying the outlook to an Iran conflict endgame—while markets watch Red Sea/strait risks as yields and oil push higher. China Auto Demand: China’s NEVs hit a record 60.6% share of new car sales in August as upgraded local subsidies spur trade-ins and upgrades, reinforcing high-quality growth. Investor Flows: Indian fund managers are talking up China exposure again, citing AI-led sectors and “undervalued” equities, though regulatory limits still shape how much they can add. Apple’s Next Bet: Apple launched its foldable iPhone Duo, stepping into a new competitive fight against Samsung in the second half of the year. India Finance: Canara Bank plans up to ₹4,500 crore via Basel III AT-1 bonds (with Tier 2 also planned) to support business growth. Property Market Shift (AU): Australia’s sellers are moving away from auctions toward private treaty as buyer depth softens. Markets Watch: ESMA warned that optimism and stretched tech valuations raise the risk of an abrupt EU market correction. Corporate Growth: Oracle beat expectations on cloud infrastructure revenue, lifting shares as AI infrastructure demand stays strong.
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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