AGP Executive Report
Last update: 25 minutes agoFDI Watch: The Philippines saw foreign direct investment net inflows plunge to $210m in May, the lowest in 11+ years, dragging 2026’s first five months to $2.18bn as debt-instrument inflows and reinvested earnings fell. FX & Markets: The US moves to support the Japanese yen is back in focus, raising questions about currency-market spillovers and what it could mean for investors. Payments Policy: India’s finance ministry says any future UPI Merchant Discount Rate would hit only select merchants, not consumers, and P2P UPI stays free. Regulatory Crackdown: RBI fined three NBFCs a total of ₹12 lakh for KYC, governance, and suspicious-transaction reporting lapses. Investor Compliance: SEBI cancelled 39 investment advisers’ registrations for non-payment of renewal fees. AI & Valuation Debate: A top economist argues AI profits are being funded by investors rather than customer demand, challenging the “AI bubble” narrative. EU-Taiwan Tech Ties: The EU became Taiwan’s biggest foreign investor, aiming to reduce China dependence across the AI semiconductor ecosystem. Real Assets: BSE launched a REITs Index, giving investors a new benchmark to track. Corporate Earnings: Plus500 reiterated its FY outlook after record interim results; Marshalls’ interim profits rose despite softer revenue.
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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