Markets are in turmoil in Turkey after the detention of the Istanbul Mayor Ekrem Imamoglu. Israel has started a ground incursion into Gaza, raising concerns about a return to all-out war. The Federal Reserve has downplayed the risks to US growth and say the inflation impact of tariffs could be ‘transitory’. President Trump’s tariffs against China are having an impact on emerging markets. Meanwhile, Ukraine’s President Volodymyr Zelenskiy has agreed to pause strikes on energy assets as the US pushes for a ceasefire with Russia. Also on the show: Kenya has failed a final review of the IMF program, losing out on $850 million disbursement. And, South Africa awaits interest rate decision. Guests include: Maurice Gravier, Emirates NBD’s Group Chief Investment Officer, Wealth Management; Selva Demiralp, Professor of Economics at Koç University; Chris Zee, BNP Paribas Wealth Management’s Head of Equity Advisory; and Mehran Kamrava, Georgetown University Qatar’s Professor of Government.
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
00:05:16 – Maurice Gravier, Emirates NBD, Group Chief Investment Officer, Wealth Management
00:14:46 – Turkish markets in turmoil over Istanbul mayor’s detention
00:19:35 – President Trump’s China tariffs’ impact on emerging markets
00:28:28 – Selva Demiralp, Koç University, Professor of Economics
00:36:33 – Ukraine and US rebuild ties
00:42:17 – Kenya fails final IMF program review
00:52:40 – Chris Zee, BNP Paribas Wealth Management Head of Equity Advisory
01:15:25 – Mehran Kamrava, Georgetown University Qatar, Professor of Government
01:24:30 – Abu Dhabi’s ADQ invests in AI
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