Iran’s Supreme Leader escalates his rhetoric, warning of a "crushing response" to his country’s enemies. Also on the show: US Vice President, Kamala Harris, and former President, Donald Trump, remain deadlocked in opinion polls; US dollars falls as investors walked back bets on Trump wining US presidential election; Botswana’s opposition coalition emerges as the surprise winner of parliamentary elections; OPEC+ agrees to push back December production increase by one month; China’s top legislative body meets in Beijing this week; Global luxury brands hit headwinds in China as consumer spending slows; Bloomberg looks at how the US election is being viewed in China’s corridors of power; Berkshire Hathaway’s cash pile reached a record $325.2B in the 3Q. Guests include: Jun Bei Liu, Tribeca Investment Partners, Portfolio Manager; Adam Ramey, New York University Abu Dhabi, Political Science Associate Professor; Fady Gendy, Arqaam Capital, Senior Fixed Income Portfolio Manager.
00:00 Introduction
04:55 Iran threatens ‘crushing response’ to Israel
07:30 Harris, Trump hit swing states
11:44 Jun Bei Liu, Tribeca Investment Partners, Portfolio Manager
18:27 Seismic political shift in Botswana
27:15 Oil rises as OPEC+ delays output hike
36:06 Adam Ramey, New York University Abu Dhabi, Political Science Associate Professor
39:32 China’s NPC committee meets this weeks
41:56 China’s luxury slowdown, LVMH delays Beijing store opening
50:10 Iran threatens ‘crushing response’ to Israel
54:24 Harris, Trump hit swing states
59:50 Fady Gendy, Arqaam Capital, Senior Fixed Income Portfolio Manager
01:05:19 China’s NPC committee meets this weeks
01:13:25 Oil rises as OPEC+ delays output hike
01:16:46 What US elections mean for China
01:21:00 Seismic political shift in Botswana
01:25:08 China’s luxury slowdown, LVMH delays Beijing store opening
01:28:35 Berkshire’s cash pile jumps to $325.2B
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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