The White House says the US will not levy threatened tariffs on Colombia after reaching a deal over returning undocumented migrants. Also on the show: Israel and Lebanon extend ceasefire, while Gaza ceasefire is being tested; US stock index futures took a hit over concerns that an AI model from China’s DeepSeek may disrupt the tech market; oil is paring losses as the White House withdrew a threat of tariffs and sanctions on Colombia; South African President, Cyril Ramaphosa, has signed a new law, making it easier for the state to take land in the public interest with fair compensation; the US dollar strengthened against several currencies after President Trump threatened tariffs on Colombia; Rwanda-backed M23 rebels claim they have captured eastern Congo’s largest city, Goma; the alliance between Maersk and MSC Mediterranean Shipping is coming to end. Guests include: Rupal Agarwal, Bernstein, Senior Research Analyst & Director of Asia Quantitative Strategy; Karen Young, Columbia University, Senior Research Scholar; Ayesha Tariq, MacroVisor, Co-Founder; Tanveer Jeewa, Stellenbosch University, Lecturer.
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:
00:04:40 – US to hold off on Colombia tariffs
00:07:47 – Israel-Lebanon ceasefire extended, dispute over Israeli hostage resolved
00:10:47 – China’s DeepSeek sparks US tech concern
00:14:24 – Rupal Agarwal, Bernstein, Senior Research Analyst & Director of Asia Quantitative Strategy
00:27:20 – Trump’s battle for more fossil fuels
00:28:14 –
00:30:30 – South Africa’s land expropriation law passes
00:35:48 – Karen Young, Columbia University, Senior Research Scholar
00:49:11 – Ayesha Tariq, MacroVisor, Co-Founder
01:15:17 – Tanveer Jeewa, Stellenbosch University, Lecturer
01:22:10 – M23 rebels claim capture of Congo’s Goma
01:27:00 – Maersk, MSC to end 2M alliance
——–
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