AGP Executive Report
Last update: 12 hours agoPhilippines Economy: Growth in the Marcos era is losing momentum, with Q2 2026 GDP rising just 2.3% as construction, investment and consumption weaken—raising fresh questions about governance as an economic drag. Singapore Telecoms: Analysts say Singapore’s telco price war is squeezing StarHub and Singtel Singapore earnings, strengthening the case for industry consolidation to stabilise mobile revenue. AI & Chips in Asia: NVIDIA has struck deals to build dedicated AI “factories” across Japan, while Ireland’s Oranmore is in the running for a major Analog Devices chip facility that could support AI processor manufacturing. Energy Security & Data Centres: Southeast Asia is seeing a surge in energy infrastructure deals as AI-driven data-centre demand and energy security urgency push governments to move faster. China Wealth Crackdown: China’s offshore tax push is forcing wealthy investors to reassess trust structures and holdings across Hong Kong and Singapore. Pakistan Agribusiness: The ADB warns Pakistan faces about US$2b in annual post-harvest losses from weak infrastructure and climate shocks. Philippines Sea Politics: Lawmakers are pushing to embed South China Sea claims into school curricula, aiming to build long-term public support. Cambodia Banking Stress: Cambodia’s property slump is worsening bank bad loans, with NPLs rising to 8.6% in 2025 and expected to climb further.
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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