The US says Russia and Ukraine have agreed to a ceasefire in the Black Sea. Also on the show: Turkey’s finance minister told investors on a call he would do "whatever it takes" to stabilize markets; Israel’s parliament has approved the state budget for this year; Bloomberg has learnt US tariffs on copper imports could come within weeks; Mozambique’s opposition leader has agreed with President Daniel Chapo to end deadly post-election violence; President Trump has recommended a conservative activist and writer as the new US ambassador to South Africa; senior foreign officials and major tech companies are pushing the Trump administration to rethink its global semiconductor strategy; UK Chancellor Rachel Reeves is expected to cut government spending by billions of pounds in her Spring Statement. Guests include: Rashmi Garg, Al Dhabi Capital, Senior Portfolio Manager; Mustafa Akyol, Cato Institute’s Center for Global Liberty and Prosperity, Senior Fellow; Rajeev De Mello, GAMA Asset Management Global Macro Portfolio Manager; Ozan Ozkural, Tanto Capital Partners, Founding Managing Partner.
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
00:03:52 – US says Black Sea truce agreed
00:06:45 – Rashmi Garg, Al Dhabi Capital, Senior Portfolio Manager
00:13:18 – Erdogan aims to quell protests, calm markets
00:18:02 – Israel approves 2025 budget
00:25:50 – Tariffs on copper may come in weeks
00:30:21 – Mustafa Akyol, Cato Institute’s Center for Global Liberty and Prosperity, Senior Fellow
00:38:34 – Mozambique’s opposition leader says truce agreed
00:43:00 – Trump nominates South Africa ambassador
00:52:50 – Rajeev De Mello, AMA Asset Management Global Macro Portfolio Manager
01:14:52 – Trump urged to rethink AI chip curbs
01:18:42 – Ozan Ozkural, Tanto Capital Partners, Founding Managing Partner
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