Bloomberg Daybreak

Some of the world’s biggest investment firms are looking to deploy more capital across the Middle East just as governments open more infrastructure projects to outside investors.

The strong momentum in foreign inflows into Indian stocks may continue given a combination of improving earnings, cheaper valuations and light positioning, according to BofA Global Research.

Anna Edwards, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

Banco Santander SA raised an offer to buy out minority shareholders of its Brazilian unit by 5%, while saying it still provides an attractive return on invested capital for the Spanish lender.

BHP Group plans to restructure its Australian iron ore business as part of a wider cost-cutting effort aimed at helping the world’s largest miner cope with rising expenses and softer prices for the vital steelmaking ingredient.

Arcus Infrastructure Partners is weighing strategic options including a potential sale, people familiar with the matter said, in what could be the latest sign of consolidation among private capital managers.

Shravin Mittal, Founder & CEO of Unbound, joined Horizons Middle East and Africa from the inaugural Bloomberg Invest Dubai where some of the world’s leading investors, family offices and business leaders gathered to discuss the future of wealth and where capital is moving next. (Source: Bloomberg)

Michael Gross, SLR Capital Partner Co-Founder, joined Horizons Middle East and Africa from the inaugural Bloomberg Invest Dubai where some of the world’s leading investors, family offices and business leaders gathered to discuss the future of wealth and where capital is moving next. (Source: Bloomberg)

"Insight with Haslinda Amin" is 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. (Source: Bloomberg)

Mahdi Amjad, Founder & Executive Chairman, OMNIYAT, discusses what attracts global wealth to Dubai and what keeps capital rooted in the city with Bloomberg’s Duncan Chater at Bloomberg Invest Dubai 2026. (Source: Bloomberg)

Neste President and CEO Heikki Malinen says rising renewable fuel mandates are driving global demand and expects it to double by 2030. Malinen joined Insight with Haslinda Amin. (Source: Bloomberg)

Persimmon Plc maintained its guidance for the year, increasing sales even as the UK housing market endures a protracted slump.

Plus, midcaps are doing well, but for worrying reasons

Bondholders are increasingly questioning Poland’s long-held status as an emerging-market favorite as political turmoil undermines the government’s ability to rein in its fast-growing $600 billion debt load.

In a November 12, 2026 interview on Bloomberg’s Horizon’s Middle East and Africa, Cambridge Associates CEO David Druley discussed how a shift from efficiency to self-sufficiency is reshaping global investment strategies. He warned that equity markets are highly concentrated, with roughly 10 stocks comprising 35–40% of U.S. indices and large portions of global and emerging markets, making diversification more critical than ever. Druley expects only a temporary pause in U.S. AI and data center expansion, viewing it as an opportunity for the UAE and Saudi Arabia. He highlighted geopolitical constraints on U.S. investment in Chinese venture capital as a chance for Middle Eastern and European investors, and emphasized the growing sophistication of regional asset managers and the pivotal role of large family offices, which account for 40% of his firm’s business. (Source: Bloomberg)

Quick Mart Plc surged in its debut on Kenya’s bourse as the nation’s second-biggest supermarket chain plans to double revenue and add at least 50 stores over the next four years.

Rockefeller International Chairman, Ruchir Sharma, says higher interest rates could put the AI boom at risk. On Bloomberg's Insight with Haslinda Amin, he also discussed his outlook on emerging markets including India and Indonesia. (Source: Bloomberg)

Futurum Group Head of Semiconductors and Infrastructure Rolf Bulk says recent developments at Nvidia could be incrementally positive for rival chipmakers but that outsized gains are unlikely. (Source: Bloomberg)

Chinese artificial intelligence stocks tumbled on concerns that cloud operators’ access to advanced chips may face tighter US scrutiny amid the escalating espionage and leadership controversy surrounding Nvidia Corp.