Anezka Christovova

Finnish-born Anezka Christovova and Ben Ramsey, both from JP Morgan’s emerging market strategy team, dive into the shifting landscape of emerging markets post-summer. They discuss the impact of U.S. labor market data on growth expectations and investment strategies. Key insights include Bolivia’s political optimism, Venezuela’s uncertainties amid IMF talks, and Argentina’s challenges ahead of elections. The duo also analyzes sovereign credit spreads and the potential recovery in fund flows across Asia, EMEA, and LATAM, emphasizing how political developments shape market fundamentals.

James Nelligan, a Senior FX strategist at JPMorgan, and Anezka Christovova, Head of EMEA and Latam Local Markets Strategy, dive into the future of the US dollar and the factors behind its potential decline. They discuss key geopolitical events affecting currency markets and analyze the implications of a possible ceasefire in the Russia-Ukraine conflict. The conversation also covers the dynamics of GBP amid UK economic challenges and the effects of Scandi central bank policies. With insights on emerging markets, it’s a deep exploration of currency strategy amidst global uncertainty.

Anezka Christovova, a leading expert in EM FX and local rates, and Ben Ramsey, head of EM Sovereign Credit Strategy, dive into the dynamic world of emerging markets. They discuss how stronger global growth is reshaping the EM landscape and the potential vulnerabilities for EM currencies amid a delayed Fed strategy. Anezka highlights the impact of commodity prices on exporters like South Africa and Chile, while Ben addresses how US market trends could affect EM sovereign spreads and the ongoing uncertainty in Argentina’s credit situation.