AGP Executive Report
Last update: 7 hours agoAI Infrastructure & Semis Volatility: South Korea’s Kospi slid nearly 6% and hit another circuit breaker as chip selloffs erased gains after Micron’s rally. AI Market Access: Decibel launched on-chain perpetual trading for AAPL, META, MSFT, MSTR and LIT, letting traders react to earnings without market hours. Data-Center Supply Chain: Volex took a “conservative” stance on data-centre growth forecasts even as AI capex lifted revenue. India Macro & Rates: Goldman raised India’s 2026 growth view to 6.8% on lower oil and easing supply disruptions after a US-Iran peace deal. India Consumption & Retail: Redseer projects India’s grocery market to $992B by FY30, with e-commerce still only ~3% today. Vietnam Growth Plan: Vietnam amended its financial strategy to support 10%+ GDP growth, raising revenue targets and lifting deficit and debt ceilings. Capital Markets Link: Clearstream opened a Kenya domestic link to boost settlement access for Kenyan bonds and FX. Sector Forecasts: Plastic additives ($79.1B by 2030) and water treatment tech ($265.9B by 2030) both point to continued industrial demand.
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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