The US inflation report is bolstering betting the Fed will cut rates soon. Also on the show: Bloomberg has learnt Beijing is urging local firms to avoid using Nvidia's H-20 processors; Kenya to raise $4B to fund the extension of its China-built railway; Ukrainian President Volodymyr Zelenskiy is rejecting Vladimir Putin's demand that Ukraine give up the Donbas region; oil traders are closely watching Friday's talks between President Trump and Russia's Putin; Presight says 2Q revenue and net profit rose; Dubai's real estate market has been on multi-year tear, with home prices soaring 70% since the end of 2019. Guests include: Praveen Jagwani, UTI International, Global Head & CEO; Thomas Pramotedham, Presight, CEO.

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