AGP Executive Report
Last update: 12 hours agoMarkets & Rates: Asian stocks extended a bruising selloff as US jobs data revived rate-hike fears, hitting semiconductors hardest; South Korea’s KOSPI slid and Taiwan’s Taiex plunged with TSMC suffering a record intraday drop. AI Infrastructure: Jefferies says data-centre demand is structurally outpacing supply, with only 8.9GW operational in 2025 versus 21.1GW demand, keeping shortages in place for years. Energy Outlook: Fitch projects Brent averaging $87/bbl in 2026, with prices easing after July if the Strait of Hormuz reopens. Corporate Moves: APSEZ won a 10-year marine services contract for Argentina’s first LNG export corridor to India; Softcell gained Zscaler delivery authorization; TruckMountForums acquired Bane-Clene to unite cleaning equipment and chemistry expertise. Policy & Business Climate: Jordan and Iraq leaders put security at the centre of ties; Malaysia flagged misuse of visitor/student visas for business; Bahrain firms are reshaping supply chains for resilience. Green Economy: EU green-economy employment rose to 5.8m full-time equivalents by 2023, led by energy-efficient construction. Regional Growth: Japan’s Q1 GDP was revised to 1.8% annualized growth as capex slowed.
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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