AGP Executive Report
Last update: 2 hours agoHousing & Rates: Australia’s housing slowdown is showing up in the numbers: new investor mortgage lending fell $4.2bn (down 10%) quarter-on-quarter, the steepest dollar drop since 2015, as inflation and policy changes cool demand. Property Resale Stress: In New Zealand, the share of homes selling at a loss hit 13.1% in Q2, the highest since 2012, with investors hardest hit (13.5%). AI Finance & Markets: Singapore retail investors are increasingly using brokerage AI tools to interpret market moves and analyze portfolios, with conversation use surging. Crypto Flows: Avalanche (AVAX) slid as altcoins weakened, but whale activity and rising RWA activity point to a mixed setup around key support. AI Infrastructure Funding: Nvidia’s AI financing push—backed by major asset managers—aims to mobilize $500bn+ for AI infrastructure, shifting how investors may value the chipmaker. Banking Regulation Watch: India’s RBI is distancing itself from bank deposit “ratings,” a move that could reshape how credit rating agencies publish deposit views. Nigeria Capital & Agribusiness: FSL Asset Management launched a Commodity Fund to channel non-bank capital into agriculture via regulated instruments. Investor Legal Deadlines: Multiple securities class-action notices and investigations are active, including Genius Group (lead plaintiff deadline Aug 28) and Embecta (deadline Aug 17), underscoring ongoing litigation risk for public-market investors. Fraud & Scams: A Malaysian doctor lost RM558,000 to an online Forex/Ethereum scam, highlighting continued retail fraud exposure. Cross-border Investment: German firms cut direct US investment to a three-year low (€4.3bn), citing tariff and policy uncertainty.
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