AGP Executive Report
Last update: 9 hours agoSubaru EV retreat: Subaru says operating profit plunged 90% year-on-year, blaming EV impairment costs plus tariffs, FX swings and raw-material inflation—so it’s postponing its in-house EV timeline and shifting resources to higher-margin hybrids and ICE models. Middle East energy shock: With the Strait of Hormuz still effectively constrained, Japan is seeking supply workarounds—turning to Brazil for crude diversification as G7 finance ministers in Paris weigh the Iran war’s hit to inflation, debt and bond markets. Chip demand surge: TSMC lifted its 2030 chip market forecast to $1.5T, pointing to AI and high-performance computing as the main growth engine and accelerating capacity plans. Japan security focus: The government is pushing basic cyber steps for critical infrastructure after concerns about misuse of Anthropic’s Claude Mythos. Capital markets: Bain Capital closed Asia Fund VI at $10.5B, signaling continued investor appetite for long-term bets across Japan and the wider region.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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