AGP Executive Report
Last update: 8 hours agoIndia’s Investment Outlook: Deloitte expects GDP growth of 7.1–7.3% in FY27, citing signs that private investment is gaining momentum, though geopolitical and energy-price risks remain. Jio Platforms’ planned IPO has reportedly drawn ₹2.5 lakh crore in early investor interest—more than eight times the issue size—but the figure is not confirmed subscriptions. AI Spending Under Scrutiny: A sharp tech-led sell-off has revived concerns that heavy AI investment may fail to deliver returns. Big Tech is projected to spend more than $720 billion on capital projects this year, while private loans to AI firms have topped $200 billion by some estimates. Investor Confidence: Ghana is courting Asian investors after inflation eased to 5.2% and Moody’s upgraded its credit rating. Nigeria’s finance minister and central bank chief say they will maintain reforms, including ending fuel subsidies and multiple exchange rates, to protect stability and investor confidence. Banking Goes Digital: Bulgaria’s Postbank plans to add access to stocks, ETFs, commodities and crypto to its mobile app in early 2027, including fractional investing.
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