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Wall Street gets a boost from cooling US inflation. Also on the show: President Trump vows to respond to the EU’s tariff countermeasures; Russia’s expected to draw out ceasefire talks as US negotiators head to Moscow; Trump says no Palestinians will be expelled from Gaza, backtracking on his previous plans; South Africa’s second-biggest party says no to revised plans for a VAT hike, raising concerns about the coalition; Democratic Republic of Congo and M23 rebels to meet in Angola to discuss ceasefire. And the first EU-South Africa summit since 2018 gets underway in Cape Town. Guests include: Steven Major, HSBC’s Global Head of Fixed Income Research; Najwa Aaraj, Technology Innovation Institute (TII)’s CEO; Abdulrahman Saif, GFH Financial Group, Executive Director of Equity & Fund Management; Mitul Kotecha, Barclays Head of FX and EM Macro Strategy Asia; Danelee Masia, Chief Economist South Africa and Sub-Saharan Africa at Deutsche Bank; and Ibrahim Al-Nadhairi, Asyad Shipping, CEO.
Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.
Chapters:
00:00:00 – Introduction
00:04:53 – Steven Major, HSBC, Global Head of Fixed Income Research
00:18:45 – Trump says no Palestinians will be expelled from Gaza
00:27:19 – Najwa Aaraj, Technology Innovation Institute, CEO
00:33:30 – EU-South Africa summit gets underway in Cape Town
00:38:19 – Abdulrahman Saif, GFH Financial Group, Executive Director of Equity & Fund Management
00:42:48 – Congo & M23 rebels to meet in Angola to discuss peace
00:54:40 – Mitul Kotecha, Barclays Head of FX and EM Macro Strategy Asia
01:01:20 – Russia to stretch out the ceasefire discussions to seek better terms
01:14:34 – Danelee Masia, Deutsche Bank, Chief Economist South Africa and Sub-Saharan Africa
01:20:12 – Ibrahim Al-Nadhairi, Asyad Shipping, CEO
01:29:03 – NATO urges the EU and Turkey to improve relations
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