EU leaders say the bloc needs bigger banks, bigger tech firms, bigger defense contractors and bigger investments.

Stephen Carroll explains how Europe is trying to protect itself as the global order disintegrates and China drives deeper into its traditional markets.
——–
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The US and Iran have 60 days to reach a nuclear agreement and a more permanent peace deal, but face-to-face talks in Switzerland have been delayed. Also on the show: ships are now back sailing through the Strait of Hormuz, with the US declaring an end to its naval blockade; Andy Burnham wins a contest for an open UK parliamentary seat; Zimbabwean lawmakers approve a controversial amendment to the constitution that will lay the ground for President Emmerson Mnangagwa to extend his rule. Guests include: Hasnain Malik, Tellimer, Managing Director for Emerging Market Equity & Geopolitical Strategy; Jun Bei Liu, Ten Cap Founder; Mairav Zonszein, International Crisis Group, Senior Analyst for Israel; Gitanas Nauseda, Lithuanian President.

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
00:03:49 – US ends Hormuz blockade, stranded oil streams through
00:06:51 – Hasnain Malik, Tellimer, Managing Director for Emerging Market Equity & Geopolitical Strategy
00:15:23 – Jun Bei Liu, Ten Cap Founder
00:26:16 – Mairav Zonszein, International Crisis Group, Senior Analyst for Israel
00:32:33 – Burnham wins UK by-election, paving way for leadership bid
00:36:09 – Zimbabwe MPs pass bill to extend leader’s rule
00:41:44 – Gitanas Nauseda, Lithuanian President
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:02:29 – Hormuz flows seen at strongest pace since war began
00:06:00 – Kpler’s Muyu Xu on why backlog does not equal normalization
00:14:23 – Muyu Xu on China’s role as swing buyer and refinery demand
00:19:00 – Exclusive: Alibaba’s Joe Tsai says AI will create a $50T economy
00:23:39 – Exclusive: Kotak Mahindra Bank’s Ashok Vaswani on growth strategy
00:29:35 – India macro outlook improves as oil falls and external pressures ease
00:32:00 – Exclusive: Bank of America’s Vikram Sahu on investor sentiment toward India
00:36:18 – Vikram Sahu on AI uncertainty and its impact on India’s IT services sector
00:38:34 – Vikram Sahu on IPO pipeline strength and appetite for quality companies
——–
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US Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions. ASML has pushed back on Lutnick’s suggestion, explaining that none of its extreme ultraviolet lithography machines are in China, according to people familiar with the talks. Bloomberg’s Neil Campling reports.
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SpaceX shares have surged in premarket trading, putting the stock on track to extend a rally following its blockbuster debut last week. The shares are poised to build on the more than 40% gain across SpaceX’s first two sessions as a public company.

US President Donald Trump has insisted that plans are on track for the Strait of Hormuz to fully reopen on Friday. But world leaders at the G7 summit in France have voiced their skepticism, even as President Trump says traffic flows are already improving.

The Bank of Japan raised its benchmark interest rate to the highest since 1995 and has pledged to steady government bond purchases, two key steps in its drive to push the country toward a normal policy environment following years of heavy stimulus.

Today’s guests: Elise Badoy, Citi Head of EMEA Research; Colin Hunt, AIB CEO; Jeff Currie, Abaxx Markets Executive Co-Chairman

—
“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:01:03 – G7 Summit
00:04:29 – Iran Uncertainty Clouds Market Outlook
00:07:03 – SpaceX Jumps in Premarket Trading
00:09:03 – Elise Badoy, Citi EMEA Research Head
00:16:00 – BOJ Raises Key Rate to 1%
00:19:30 – Chinese Economy Stalls
00:24:26 – EXCLUSIVE: Colin Hunt, AIB CEO
00:32:52 – AI Job-pocalypse or AI Washing
00:37:04 – Jeff Currie, Abaxx Markets Executive Co-Chairman
——–
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