Israel says it intercepted most rockets fired by Hamas on Monday as fighting escalates on multiple fronts a year after the conflict erupted. Also on the show: China’s world-beating equity rally loses momentum as the nation holds back on more major stimulus; traders continue to re-price the Fed’s policy path; Kenya’s central bank is expected to cut rates for a second straight meeting; Hon Hai is pushing to diversify and build more future-proof income streams. Guests include: Avi Melamed, former Israeli intelligence official and founder & CEO of Inside the Middle East: Intelligence Perspectives; John Hardy, Saxo Bank, Chief Macro Strategist; Winnie Wu, Bank of America Global Research, Chief China Equity Strategist.
00:00 Introduction
06:40 Hamas fires rockets at Tel Aviv
10:10 Avi Melamed, former Israeli intelligence official, founder & CEO of Inside the Middle East: Intelligence Perspectives
17:00 John Hardy, Saxo Bank, Chief Macro Strategist
26:30 China holds back on major stimulus
30:15 Winnie Wu, Bank of America Global Research, Chief China Equity Strategist
37:00 Kenya expected to cut rates
41:05 Hon Hai showcases EVs, AI servers at Tech Day
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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