Optimism continues with stocks rallying as bets grow for an interest-rate cut by the Fed next month. Oil in flux as traders weigh the prospect of a Ukraine–Russia peace deal. But Secretary of State Marco Rubio says President Trump's Thursday deadline for Kyiv to back his plan isn't set in stone. Israel kills Hezbollah's second in command in a daylight strike on Beirut. And, the G-20 summit manages to agree to a declaration despite a US boycott, threats and false claims by Donald Trump. We spoke to Thea Jamison, CHANGE Global Managing Director about the outlook for South Africa and investment opportunities in the Middle East.

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