AGP Executive Report
Last update: 3 hours agoAI Financing: Investors are questioning Big Tech’s returns on soaring AI bills. JPMorgan estimates Amazon’s capital spending could reach $395 billion in 2027, while Oracle plans to raise $20 billion through debt and share sales to fund its AI and cloud build-out. India’s Markets: SEBI has proposed scrapping long-term capital-gains tax for foreign investors and offering relief to mutual-fund investors switching schemes. The nonbinding proposals come as foreign investors have sold a record $31 billion in Indian stocks this year. Asia Investment: The Johor-Singapore economic zone recorded RM88.83 billion in approved investments through June, with 45% realised. Separately, Chinese businesses signalled plans to invest US$15 billion in Malaysia, though the proposals are still at an early stage. Private Capital: HDFC Capital and DivyaSree Developers are creating a housing platform backed by Rs 1,500 crore to develop projects with a potential gross value of Rs 6,750 crore. IPO Watch: Anthropic plans to seek up to $3.5 billion from Japanese investors as part of its planned IPO.
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.