Israel considering a proposed cease-fire in Lebanon. Also on the show: Bank of Japan holds its key rate steady; Tech earnings shed light on divergent themes in semiconductor sector; Adnoc Drilling reports 3Q profits that beat the average analyst estimate; Swiss watchmakers are suffering from a sharp decline in demand; Airbus winds order for 60 A321-neo jets from Riyadh Air; Bloomberg TV speaks to the sports arm of Saudi Arabia’s Public Investment Fund; The CEO of developer Diriyah Company, says the firm is on track to develop a global heritage and culture destination; Kamala Harris says she strongly disagrees with Joe Biden comments on Donald Trump’s supporters; South Africa’s first budget from coalition government shows public finances under increasing pressure; A closer look at the high stakes for Taiwan’s tech industries, as China tries to level the playing field. Guests: Youssef Salem, Adnoc Drilling, CFO; Georges Kern, Breitling , CEO; Danny Townsend, SURJ Sports Investment, CEO; Omer Chowdhry, Aditum Investment Management, Head of Global Fixed Income & Multi-Asset Strategies; Jerry Inzerillo, Diriyah Company, CEO; Rajeev De Mello, Gama Asset Management, Global Macro Portfolio Manager.
00:00 Introduction
03:35 Divergent themes in semiconductor sector
06:45 BOJ holds key rates steady
10:15 Youssef Salem, Adnoc Drilling, CFO
17:25 Israel considers new US-led push to end Hezbollah conflict
29:49 Georges Kern, Breitling , CEO
34:52 Airbus wins 60-jet Riyadh Air order
41:00 Danny Townsend, SURJ Sports Investment, CEO
50:00 Omer Chowdhry, Aditum Investment Management, Head of Global Fixed Income & Multi-Asset Strategies
55:45 srael considers new US-led push to end Hezbollah conflict
01:52:52 Jerry Inzerillo, Diriyah Company, CEO
01:13:09 Rajeev De Mello, Gama Asset Management, Global Macro Portfolio Manager
01:19:35 Harris distances herself from Biden comments
01:24:53 South Africa budget leaves investors cold
01:28:45 Impact of US election on Taiwan
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.
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