AGP Executive Report
Last update: 4 hours agoASEAN 59th Anniversary: Philippines President Marcos urged Southeast Asia to strengthen cooperation on conflicts, climate, economic uncertainty and AI as the bloc pushes Vision 2045 into action. Markets & FX: Asian stocks tracked Wall Street after softer US jobs data eased rate fears, while oil rose on Middle East shipping worries; Malaysia’s ringgit seen stabilising as the Fed stays on hold. Geopolitics & Trade Corridors: The US launched a $201m Trans-Caspian fund to spur private investment along TRIPP, with engineering surveys under way for Armenia’s rail link. Semiconductors & AI Hardware: Brewer Science completed its Heraeus Epurio semiconductor chemicals acquisition; Silicon Motion unveiled an SSD reference kit aimed at agentic AI infrastructure. Healthcare Deals: Innate Pharma and Sobi struck a partnership to advance lacutamab toward accelerated approval in Sézary syndrome. Regional Business Moves: Malaysia seeks deeper South Korea ties in chips, AI and halal; meed plans to expand its digital loyalty program into Bangladesh via Digibox. Defense & Shipping Risks: Turkey launched a third corvette for Malaysia; Black Sea attacks are disrupting grain and energy routes.
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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