AGP Executive Report
Last update: 12 hours agoPacific Drug Crackdown: The AFP has warned the Pacific is now a major national security front after 17 tonnes of illicit drugs (mostly cocaine) were seized since January—already far above 2025’s total—fuelled by organised crime using new tactics like semi-submersible vessels and targeting routes into Australia. Geopolitics: China and the US are again circling Taiwan’s flashpoint, with Xi invoking the “Thucydides Trap” idea that rivalry can make conflict more likely. Markets & Energy: Oil jumped as Trump warned Iran “the clock is ticking”, pushing global bond and stock jitters. Corporate Australia/Region: Keppel’s M1-Simba telco deal is effectively stalled after Singapore’s regulator suspended its review, raising fresh questions for the asset sale plan. Mining: Anglo American agreed to sell its Australian steelmaking coal business to Dhilmar for up to $3.88bn, continuing its exit from coal ahead of its Teck merger. Business & People: Bain Capital closed Asia Fund VI at $10.5bn, while HiBob was named an ISG Vendor of Excellence for HCM.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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