Nvidia delivers a lackluster sales forecast after 2 years of booming AI spending, sending shares lower in after hours trading, weighing on markets. Bloomberg learns Mexico plans to raise tariffs on China as part of its 2026 budget proposal next month, after months of pressure from President Trump. And oil is falling this morning despite Peter Navarro stepping up the pressure on India to stop buying Russian crude, with traders focusing on the risk of a supply glut. Our guests on the show include: Sumant Wahi, Man Group, Portfolio Manager; Marcus Garvey, Macquarie, Head of Commodities Strategy; and Aathira Prasad, Nasser Saidi & Associates, Macroeconomics Director.
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
00:05:33 – Nvidia falls afterhours as sales outlook disappoints
00:09:46 – Sumant Wahi, Man Group, Portfolio Manager
00:15:52 – China exports to Africa surge amid tariffs
00:25:24 – Marcus Garvey, Macquarie, Head of Commodities Strategy
00:30:35 – Israel carries out airstrikes on outskirts of Damascus, Syria
00:34:44 – Aathira Prasad, Nasser Saidi & Associates, Macroeconomics Director
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