AGP Executive Report
Last update: 8 hours agoUAE E-commerce Surge: EZDubai’s report says the UAE’s e-commerce market hit Dhs42.2bn in 2025 and is forecast to reach Dhs67.2bn by 2030, with penetration rising from 15.7% of retail sales to above 20% by 2030. RBA & Housing Stress: Westpac expects the RBA to lift rates again, warning housing remains “nervy” as investor credit slows and arrears edge up. AI Infrastructure Demand: New market research points to rapid growth in generative AI servers and deep-learning GPUs, underscoring continued capex appetite for compute. AI Commerce Measurement: A Lyro study argues retailers need better tests to prove AI shopping assistants create incremental sales, not just correlate with higher spend. Brazil Gambling Ban Hits Operators: Flutter and Entain warn of revenue and earnings damage after Lula signed a sports betting and online casino prohibition. Gold’s Rate Disconnect: Gold holds near $4,300 despite higher Treasury yields, with central bank demand and ETF flows cited as key supports. MENA EV Momentum: EV World 2026 frames Dubai as an EV investment hub as regional EV markets scale.
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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