AGP Executive Report
Last update: 8 hours agoEnergy & Trade: Kuwait Petroleum Corp has offered crude to Asian buyers directly for the first time since the 1990-91 Gulf War, as it tries to expand market share amid West Asia disruption and tougher competition. Regional Diplomacy: Pakistan and Egypt’s top diplomats held talks again over a possible US–Iran deal, with the Strait of Hormuz still a flashpoint after strikes and retaliation. Water Security: Bangladesh approved the Padma Barrage to tackle drought in the southwest, but analysts warn it could deepen South Asia’s dam-building race just as the Ganges treaty nears expiry in Dec 2026. Rights & Protests: Thousands of British Kashmiris rallied outside UK Parliament over alleged crackdown abuses in PoJK, urging UN and international action. Economy & Jobs: India’s CEA said AI may hit both cognitive and skill jobs, while the rupee acts as a “shock absorber” rather than a fixed threshold. Business & Energy Prices: India’s monsoon outlook is expected to drive a selective earnings story, and Asian Paints flagged West Asia-linked volatility as it looks to FY27. ASEAN/Investment: Laos’ PM urged Japanese firms to invest in clean agriculture, renewables, and infrastructure, citing RCEP and bilateral frameworks.
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