President Trump floats a temporary exemption for imported vehicles and parts so US manufacturers can gear up, but chips and drugs are now in the administration’s crosshairs. Also on the show: Bloomberg understands the US and Iran are expected to hold their second round of nuclear talks on Saturday; President Trump’s tariffs are forcing South African manufacturers to rethink their reliance on the world’s biggest consumer market; Fitch Ratings has upgraded Nigeria’s credit rating to a B; Dubai International Airport has extended its lead as the world’s busiest international airport. Guests include: Isaac Poole, Ascalon Capital, CIO; David Dai, Bernstein, Managing Director & Senior Analyst for Japan Semiconductor.
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
00:06:00 – Trump announces chips, drug probes
00:09:42 – Isaac Poole, Ascalon Capital, CIO
00:12:23 – US, Iran set to meet for second round of talks
00:19:34 – South Africa appoints US envoy amid fraying relations
00:28:26 – Fitch upgrades Nigeria to ‘B’
00:32:31 – David Dai, Bernstein, Managing Director & Senior Analyst for Japan Semiconductor
00:38:27 – Dubai tops Heathrow as busiest international airport
00:42:12 – Trump floats temporary reprieve for autos
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