US President Donald Trump says he’s reached an agreement with Vietnam that includes a 20% tariff on the nation’s exports to the US. Also on the show: Keir Starmer says Rachel Reeves will stay on as UK chancellor after speculation about her future sparked a bond selloff; the Trump administration has lifted at least some export license requirements for chip design software sales in China; the IMF says Nigerian economic reforms have improved investor sentiment but lower oil prices are hurting the nation’s finances; Libya’s first tender for energy exploration since the 2011 civil war has generated interest from the Chevron and TotalEnergies. Guests include: Anita Yadav, Global Credit Advisory, CEO; Grant Webster, Ninety One, Co-head of EM sovereigns and FX; Marco Arcelli, Acwa Power, CEO.

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
00:03:36 – Trumps says deal reached with Vietnam
00:09:09 – Anita Yadav, Global Credit Advisory, CEO
00:14:19 – US lifts chip design export curbs
00:18:36 – IMF sees Nigeria fiscal deficit widening
00:26:39 – 1H 2025 highly volatile for stock markets
00:29:32 – Grant Webster, Ninety One, Co-head of EM sovereigns and FX
00:36:32 – Marco Arcelli, Acwa Power, CEO
00:41:59 – Libya’s fresh oil tender sparks interest
——–
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