Tech Stocks Sink; Iran Talks Continue After Drone Shootdown | Horizons Middle East & Africa 2/4/2026

Posted on 02/04/2026
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Software stocks slid across Asia, following declines in their US peers, on concern advances in artificial intelligence will undermine traditional business models. Also on the show: President Trump reiterates the US and Iran are maintaining diplomatic talks after an earlier skirmish in the Arabian Sea spooked oil markets; Ethiopia set to return to double-digit economic growth this year; Guests include: Haig Bathgate, CEO, Callanish Capital; Steve Pagliuca, Founder and CEO, PagsGroup; Oleksandr Komarov, CEO of Kyivstar; Amr Kamel, Microsoft UAE's General Manager.

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 - Tech and software stocks sink across Asia

00:08:50 - Haig Bathgate, CEO, Callanish Capital

00:15:32 - US-Iran talks continue after drone shootdown

00:19:44 - Ethiopia returns to double digit growth

00:28:16 - Steve Pagliuca, Founder & CEO, PagsGroup

00:34:29 - Oleksandr Komarov, CEO of Kyivstar

00:43:10 - Amr Kamel, Microsoft UAE's General Manager

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