Netanyahu To Meet Trump in Washington | Horizons Middle East & Africa 2/11/2026

Watch on YouTube ↗  |  February 11, 2026 at 08:54  |  46:01  |  Bloomberg Markets
Speakers
Mansoor Mohi-uddin — Chief Economist, Bank of Singapore
Tony Fernandes — CEO, Capital A
Aziz Aluthman Fakhroo — Chairman, Fakhroo Group
Craig Miller — CEO, Valterra Platinum
Joumanna Bercetche — Anchor, Bloomberg
Paul Griffiths — CEO, Dubai Airports

Summary

The video covers market reaction to weak US retail sales, reinforcing Fed rate cut bets, and Asian stocks rising. Geopolitical focus is on Netanyahu's meeting with Trump regarding Iran and Gaza. Interviews include Bank of Singapore's chief economist discussing dollar weakness and Asian markets, Capital A's CEO on AirAsia's Bahrain hub expansion, Dubai Airports' CEO on record traffic and expansion, Ooredoo's CEO on record profits and data center growth, and Valterra Platinum's CEO on the structural PGM deficit.

  • Weak US retail sales boost Fed rate cut expectations; Asian stocks rise.
  • Netanyahu to meet Trump in Washington to discuss Iran and Gaza.
  • Bank of Singapore's Mansoor Mohi-uddin sees dollar in long-term downtrend, favoring euro and yen; bullish on Asian markets.
  • Capital A CEO Tony Fernandes outlines AirAsia's Bahrain hub expansion and fleet growth.
  • Dubai Airports reports record passenger traffic and plans DWC expansion; IPO timing up to government.
  • Ooredoo Group posts record profit and dividend increase, expands data center footprint.
  • Valterra Platinum CEO Craig Miller sees persistent PGM supply deficit supporting prices.
Ideas
Mansoor Mohi-uddin Chief Economist, Bank of Singapore 9:15
Liquidity inflows to lift Asian markets
China and Asian markets are performing well despite a not-super-strong Chinese economy, supported by a weakening dollar, global investors shifting away from the US, and significant liquidity flowing into the region, which should help Asian markets pick up.
AAXJ MED
Mansoor Mohi-uddin Chief Economist, Bank of Singapore 9:44
Dollar in long-term downtrend; favor euro, yen
The US dollar is in a clear long-term downtrend, reminiscent of the early 2000s, as geopolitical tensions and low interest rates lead investors to reassess US exposures. Reserve managers can shift into euros and yen as alternatives to US Treasuries.
DXY HIGH
Mansoor Mohi-uddin Chief Economist, Bank of Singapore 9:44
Dollar in long-term downtrend; favor euro, yen
The US dollar is in a clear long-term downtrend, reminiscent of the early 2000s, as geopolitical tensions and low interest rates lead investors to reassess US exposures. Reserve managers can shift into euros and yen as alternatives to US Treasuries.
FXE FXY HIGH
Tony Fernandes CEO, Capital A 11:53
Bahrain hub drives Capital A growth
Capital A is expanding its low-cost carrier network through a new strategic hub in Bahrain, aiming to connect Asia, Europe, and Africa. The company sees potential for up to 100 aircraft and 45 million passengers, is merging AirAsia and AirAsia X, finalizing a large aircraft order, and launching cargo and engineering services, positioning it for significant growth.
5099.KL MED
Aziz Aluthman Fakhroo Chairman, Fakhroo Group 34:47
Ooredoo's record growth and data center expansion
Ooredoo Group reported a third consecutive record year with net profit of 3.9 billion Qatari riyals and a 14% dividend increase. Its data center business is growing rapidly toward a 120MW target, and with a strong balance sheet (0.4x net debt/EBITDA), it is well-positioned for inorganic growth in data centers, fintech, and fiber connectivity across its diversified footprint.
ORDS.QA HIGH
Craig Miller CEO, Valterra Platinum 42:51
Valterra focused; benefits from higher PGM prices
Valterra Platinum, following its demerger from Anglo American, is now a focused and agile company with world-class assets, benefiting from higher PGM prices and disciplined capital allocation. The benefits of the demerger and operational focus are expected to become evident in upcoming results.
VAL.JO MED
Craig Miller CEO, Valterra Platinum 44:14
PGM deficit persists; platinum prices to rise
The PGM market has been in a structural supply-demand deficit that is expected to persist for years due to underinvestment, muted supply, and supply disruptions, while demand remains supported as the energy transition and internal combustion engine rollout are not as rapid as some forecasts suggested. This creates a bullish environment for platinum and PGM prices.
PPLT HIGH
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This Bloomberg Markets video, published February 11, 2026, features Mansoor Mohi-uddin, Tony Fernandes, Aziz Aluthman Fakhroo, Craig Miller discussing AAXJ, DXY, FXE, FXY, 5099.KL, ORDS.QA, VAL.JO, PPLT. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mansoor Mohi-uddin, Tony Fernandes, Aziz Aluthman Fakhroo, Craig Miller  · Tickers: AAXJ, DXY, FXE, FXY, 5099.KL, ORDS.QA, VAL.JO, PPLT