AGP Executive Report
Last update: 5 hours agoMarket Mood: Global stocks turned cautious as Trump warned the Iran ceasefire is “on life support,” lifting Brent to ~$105 and cooling the chip-led rally. Rates & Inflation Watch: Indian bond yields rose (10-year to ~7.06%) as oil-driven inflation worries returned. Big Tech/AI Courtroom: Microsoft CEO Satya Nadella told a jury its early OpenAI bet was profitable, citing a projected $92B return on a $13B investment—fueling the high-stakes Musk vs OpenAI dispute. Energy Policy: India cut oil and gas royalty rates to spur upstream investment, while Nepal floated “share investment” options to address hydropower compensation and grid bottlenecks. Deal Flow: Dubai’s Investment Corporation transferred its full Emaar stake to a Dubai Holding unit; Blackstone agreed to buy a majority stake in Greek e-commerce Skroutz (~€635M). Scam Alert: Malaysia police busted an online investment call-centre syndicate targeting US/Europe victims via Telegram/WhatsApp. Corporate Earnings: JSW Energy shares slid despite record EBITDA, as net profit fell—investors focused on the mismatch.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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