AGP Executive Report
Last update: 3 hours agoMarkets: Asian shares wobbled after Alphabet’s heavy AI spending spooked investors; South Korea’s Kospi fell 1.2%, while SK Hynix rose on strong chip demand. Energy: Kotak raised its FY2027 oil forecast to $100 a barrel, citing prolonged West Asia supply disruptions and uncertainty over when flows will normalize. Regional Diplomacy: South Korea’s intelligence agency says Kim Jong-un’s recent China visit may have been aimed at conveying interest in talks with Washington and seeking Beijing’s help. Malaysia, meanwhile, says its BRICS partnership will not change its non-aligned stance or its approach to South China Sea disputes. AI Infrastructure: Samsung SDS aims to launch an Asia-first Nvidia Vera Rubin cloud service in March 2027 as it expands capacity to meet surging demand.
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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