AGP Executive Report
Last update: 9 minutes agoIndia Investor Pulse: Gujarat tops NITI Aayog’s first Investment Friendliness Index 2026, with Maharashtra and Tamil Nadu next, as the report spotlights infrastructure, business climate, regulatory ease and financial health. Semiconductors & AI: India’s Semicon 2.0 gets an additional ₹1.28 lakh crore to back chip startups via equity, while TCS plans more AI deployment roles; meanwhile, China’s Moonshot AI unveils Kimi K3, intensifying the AI race. Markets & Rates: India bonds slid after oil prices jumped on Iran-linked tensions, with traders also wary over index-inclusion signals. Banking: RBL Bank posts higher Q1 profit on loan growth; Federal Bank flags a 1.5%-2% net-worth provisioning hit from new RBI credit-loss norms. Trade & Policy: China moves to tax lithium-ion batteries and solar cells to curb overcapacity, while the US signals it will restore Hong Kong’s special trading status. Aviation Deals: Air China and Hainan Airlines sign major Airbus orders worth up to $17.8b. Regional Business: MakeMyTrip confidentially files for an India IPO via an OFS structure.
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.