AGP Executive Report
Last update: 10 hours agoGeopolitics & Energy: Iran says it closed the Strait of Hormuz after Lebanon attacks, while Trump threatens US tolls if no final deal is reached in 60 days—raising fresh risk for oil, shipping, and global prices. US-Iran Deal Backlash: Trump defended the interim ceasefire as markets react to falling oil costs, but critics argue the US is losing leverage. India Policy Watch: India’s finance standing committee will study “evolving economic conditions” amid West Asia shocks, tariffs, and commodity volatility; RBI projects growth cooling to 6.6%. Climate & Food Risks: India’s monsoon start is weak (38% rainfall deficit), hitting kharif sowing and lifting food-price concerns. Regional Growth Gaps: Nepal Rastra Bank data shows Bagmati drives 36.71% of GDP while Karnali contributes just 4.2%, highlighting uneven development. Circular Economy Regulation: SMART will join Basel Convention talks on used textiles, where proposals could restrict reuse markets. Blue Economy Push: Kenya’s coastal counties unveiled a $1.2B blue economy plan to 2030, targeting fisheries, ports, transport, tourism, and green energy.
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