AGP Executive Report
Last update: 11 hours agoCapital Flows & Markets: Foreign investors pulled $5bn from India-focused offshore funds and ETFs in the March 2026 quarter, cutting assets 19.5% and dragging the Nifty 50 down 14.5%. South Korea Equities: Despite record monthly selling, foreign ownership in South Korea hit an all-time high of 35.3% as the Kospi rally lifted the value of remaining holdings. Banking & Regulation: Singapore’s MAS is creating a Future of Finance Institute to push AI and tokenisation beyond pilots, while India’s RBI moves toward easier retail bond access and draft AI rules for banks. Fraud & Consumer Risk: AIB warns of a surge in fraudulent investment ads and scam websites, with takedown requests exploding in 2026. Public Finance Scrutiny: South Africa’s PIC faces renewed scrutiny after billions in Isibaya Fund investments reportedly produced complete losses in multiple portfolio companies. Energy Investment Outlook: Morgan Stanley flags a potential $5.5tn Asia energy supercycle tied to AI and energy security, with up to $9tn across the value chain. Housing Policy: Michigan lawmakers advanced a bill to restrict large institutional investors from buying single-family homes, aiming to protect homeownership access.
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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