AGP Executive Report
Last update: 5 hours agoMarket Rotation: Foreign investors sold a net $49.8 billion in shares across seven Asian markets in October, with Taiwan and South Korea bearing most of the outflows as AI-bubble worries mounted. India drew fresh buying, with investors favoring its lower exposure to AI stocks. ASEAN Agenda: Leaders head to Manila next week with trade, maritime security and energy risks high on the agenda. ASEAN is also working toward a joint oil-stockpiling scheme as early as 2027. Energy Pressures: High LNG prices and supply disruptions are expected to squeeze Asia-Pacific gas utilities’ margins in 2026–27. Growth and Investment: Moody’s raised its India growth forecast for fiscal 2027 to 7%, citing strong momentum, while Southeast Asia faces a $7.1 trillion infrastructure investment need by 2040.
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