AGP Executive Report
Last update: 3 hours agoAI Financing: Oracle plans to raise $20 billion through bonds and share sales to fund its AI and cloud build-out. Meanwhile, rising Big Tech spending is unsettling investors: JPMorgan estimates Amazon’s capital expenditure could reach $395 billion in 2027, though strong AWS growth helped its shares rebound nearly 3%. India’s Capital Markets: SEBI has proposed scrapping the 12.5% long-term capital gains tax on foreign investors and offering tax relief to mutual fund investors who switch holdings, as India seeks to stem heavy foreign outflows. Finance Minister Nirmala Sitharaman says the government will consider investor feedback and keep public investment high until private spending picks up. Malaysia’s Investment Push: A Chinese delegation indicated plans to invest $15 billion in Malaysian high-tech and other sectors. Separately, the Johor-Singapore economic zone recorded RM88.83 billion in approved investments, with 45% realised. China’s Bad-Debt Market: Regulators are cracking down on licensed asset managers acting as conduits for outside investors, a move that could reshape distressed-debt deals and put more responsibility for investment decisions and recoveries on the managers.
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.