Chinese tech stocks soar on AI optimism – rebounding after a selloff. In contrast, Magnificent 7 tech stocks enter correction territory, dragged by Tesla; Ukraine agrees with the US on a deal to jointly develop its natural resources. This could ease tensions with President Trump and push his goal of a ceasefire with Russia; and we’re in Cape Town for the G-20 meeting, where central bankers and finance ministers are gathered. Guests on the show include Eric Lombard, French Finance Minister, an EXCLUSIVE interview at G-20; Savita Subramanian, Bank of America, Head of US Equity & Quantitative Strategy; David Livingstone, Citi Chief Client Officer; and Cheuk Wan Fan, HSBC Global Private Banking and Wealth CIO.
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
00:05:42 – US, Ukraine said to agree to minerals deal
00:06:51 – Hamas, Egypt reach deal to free prisoners held by Israel
00:11:49 – Savita Subramanian, Bank of America, Head of US Equity & Quantitative Strategy
00:18:44 – Lesetja Kganyago, SARB Governor: Tariffs are a risk to inflation
00:27:14 – David Livingstone, Citi Chief Client Officer
00:36:26 – Finance ministers, central bankers gather at G-20
00:40:43 – Nvidia results: investors on watch for AI spending update
00:40:57 – Nigeria’s economy grows at fastest pace since 2021
00:54:00 – Cheuk Wan Fan, HSBC Global Private Banking and Wealth CIO
01:05:50 – Eric Lombard, French Finance Minister
01:25:26 – Angola’s state oil firm mulls IPO
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