AGP Executive Report
Last update: 44 minutes agoAviation Support: India approved a $1bn interest-free advance package to oil marketing companies to steady soaring aviation turbine fuel costs after the Iran war, aiming to protect airline connectivity and jobs. AI Investment Pulse: Goldman estimates hyperscaler AI spending by Meta, Microsoft, Amazon and Alphabet could hit $5.3tn by 2030—bigger than Japan’s GDP—while Ray Dalio says China treats AI like a utility for workers, not a profit-first product. Trade & Tariffs: The US Trade Representative recommended an extra 12.5% tariff on imports from 54 countries, including India, over forced-labour concerns, raising pressure on Asia-Pacific supply chains. Market Access Moves: China approved pilot value-added telecom operations for 166 foreign-invested firms, while India is considering bond tax cuts and easing limits for overseas investors. Energy Transition & Industry: Malaysia’s ETCon26 opened with momentum on CCUS readiness, and Gas Malaysia launched a methane-to-graphene and hydrogen capture system using Levidian tech. Corporate & Deals: Chery is exploring a Sunderland plant tie-up with Nissan for UK carmaking; Hong Kong’s MTR executive Jacob Kam was elected chamber chairman.
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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