US Secretary of State Antony Blinken warns Israel it risks fueling a Hamas insurgency in postwar Gaza. Meanwhile president Biden is set to quadruple tariffs on some Chinese goods, including a more than 100% jump for EVs. Also on the show: Softbank’s new investment focus and our Big Take looking into the global chips battle. Our guests today: Eleanor Taylor Jolidon, Union Bancaire Privee Co-Head of Swiss & Global Equity; and Aldo Spanjer, BNP Paribas Senior Commodities Desk Strategist.
00:00 Introduction
01:03 Qatar Economic Forum 2024
06:10 Blinken warns Israel of Hamas insurgency risk
12:00 Eleanor Taylor Jolidon, UBP Co-Head of Swiss & Global Equity
27:15 Aldo Spanjer, BNP Paribas Senior Commodities Desk Strategist
33:38 Softbank’s shift from Vision Fund into AI & chips
37:11 Big Take: Global race for semiconductors heats up
42:24 South Africa’s Vodacom FY earnings
Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Anchored by Joumanna Bercetche 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. lunch in Hong Kong, or start your day in London or Johannesburg.
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