AGP Executive Report
Last update: 8 hours agoPower Alerts: The Philippines’ grid operator (NGCP) issued fresh red and yellow power alerts for the Visayas and Mindanao after outages at major coal plants and limited imports, with capacity at 2,269MW versus peak demand of 2,511MW. Water Disruptions: Malaysia’s Sabah is dealing with a water supply disruption affecting 14 hotels, while Sarawak Water says repairs to a malfunctioning delivery valve in Sibu may keep about 15,000 consumers on low pressure or interruptions. Retail & Consumer Demand: Cosco Capital reported 9.2% higher first-half 2026 net income to ₱8.3bn, driven mainly by grocery retail (Puregold and S&R). Housing & Credit: Australia’s first-homebuyer numbers fell to a one-year low, and lending to property investors dropped sharply, signaling cooling demand as policy and rate pressures bite. Markets & Finance: Margin debt in the U.S. stock market is above $1.5tn, and South Korea’s money supply rose for an eighth straight month as inflationary pressure persists. Energy & Trade: Oil prices edged up on renewed Iran supply fears, while long-term shipping rates are rising as Middle East war disruptions spread into contract markets. AI & Business Tech: Apple is reportedly training a China-specific AI model with Alibaba support, and Abu Dhabi Exchange opened live market data access to AI platforms. Corporate Watch: Tata Sons’ chairman succession battle is heating up after N Chandrasekaran stepped aside, with internal contenders already being discussed.
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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