AGP Executive Report
Last update: 7 hours agoMarket Flows: Chinese institutional investors have been net buyers of A-shares since October, extending purchases of more than 1.5 trillion yuan since September 2024 despite volatility. AI Spending: Investor nerves are growing over Big Tech’s costly AI buildout, with Oracle and Meta seeking up to $20 billion each as markets rotate out of tech. Palantir’s quarterly revenue surged 96% to $2.3 billion, but its shares swung after results. Policy and Capital: India’s SEBI has recommended scrapping the 12.5% long-term capital-gains tax for foreign investors, as Finance Minister Nirmala Sitharaman acknowledges market concerns. Singapore’s MAS will offer insurers S$30 million to build infrastructure-investment capabilities and adjust capital rules to better reflect risk. Crypto Risks: Investors have withdrawn billions from Binance after a major hack, renewing scrutiny of security and protections in digital-asset markets.
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