AGP Executive Report
Last update: 8 hours agoPhilippines Equities Outlook: COL Financial keeps its PSEi year-end target at 7,500, arguing cooling crude and possible capital-market catalysts can lift valuations back toward the pre-Iran-conflict zone. Plant-Based Food Demand: The global soy milk market is forecast to rise from $7.3B (2026) to $13.2B by 2033 as lactose-free and vegan diets keep expanding. South Africa Export Push: dtic will host an Essential Oils Conference in Pretoria to help producers improve quality, standards, and export readiness. AI Spending Forecast: Gartner expects global end-user AI platform and model spending to hit $64B in 2026, with generative AI the fastest-growing line. China Macro Signal: Shanghai’s economy grew 5.6% in H1, led by industrial upgrading and high-value services. Canada Construction Labor Watch: BuildForce Canada flags diverging outlooks across provinces—Nova Scotia and Newfoundland show non-residential strength, while PEI and New Brunswick face residential moderation and workforce pressure. EU Reform Reality Check: The Western Balkans Growth Plan is uneven in implementation, with some countries on track and others lagging as payments hinge on milestones. Crypto Liquidity Note: Solana stablecoin supply is diversifying, reaching $4.81B in alternative stablecoins as DeFi and RWA activity draws liquidity. Aviation Supply Chain: Boeing forecasts the global freighter fleet to grow to about 4,010 by 2045, supported by widebody demand despite program delays.
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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