Geneva Diplomacy: US-Iran Hail Progress in Nuclear Talks | Horizons Middle East & Africa 2/18/2026

The US and Iran make progress in nuclear talks in Geneva on Tuesday, with Tehran’s negotiators scheduled to return with a new proposal in two weeks. Meanwhile, Russia-Ukraine discussions are set to continue on Wednesday in Geneva. Also on the show: Japan plans to invest $36 billion in US oil, gas and critical mineral projects; Asian markets advance, led by a rebound in Japanese stocks; metals edge higher in holiday trading after a two-day drop; billions of dollars in investments announced in India as it hosts one of the world’s largest AI summits; Black earners expand share of South Africa’s top income bracket; Abu Dhabi is making a major push to shape the future of AI.

Guests include: Lars Naeckter, Head of APAC Equity Derivatives Research, Bank of America; George Cheveley, Natural Resources Portfolio Manager, Ninety One

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
00:03:18 – US, Iran hail progress in nuclear talks
00:06:41 – Ukraine-Russia talks continue in Geneva
00:11:01 – Japan to invest $36 billion in US trade deal
00:14:27 – Lars Naeckter, Head of APAC Equity Derivatives Research, Bank of America
00:25:28 – George Cheveley, Natural Resources Portfolio Manager, Ninety One
00:31:40 – India AI Summit
00:35:18 – Black earners expand share of South Africa’s top income bracket
00:40:47 – Bloomberg Big Take: Abu Dhabi’s $100B AI bet
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