AGP Executive Report
Last update: 11 hours agoMarkets: Nine of India’s 10 most-valued companies added ₹3.65 lakh crore last week as the Sensex and Nifty rallied, led by TCS, Bharti Airtel and Infosys. Consumer Spending: Indian appliance makers and retailers report strong Navratri sales, with premium products driving growth despite price rises. AI and Chips: TSMC posted a sixth straight record profit, up 69%, and raised its 2026 revenue outlook, but cautioned that higher component costs and economic uncertainty are weighing on consumer markets. Retail Expansion: Jaguar Land Rover India is adding a Gurugram outlet and moving to a larger Delhi facility; its June-quarter retail sales rose 11% year on year. Business Finance: Vietnam’s deputy prime minister urged banks to cut lending rates by 1.5 to 2 percentage points to ease borrowing costs for companies and priority sectors. Deal Activity: Queensland recorded 120 transactions worth a disclosed $11.1 billion in the first half of 2026, with industrials, infrastructure and consumer businesses drawing buyer interest.
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