Ben Ramsey

Inesha Kristerova, Head of EMEA EM and Latam Local Market Strategy at J.P. Morgan, shares insights on emerging market (EM) local markets and the ongoing debates around EMFX positioning. Ben Ramsey, Head of EM Sovereign Credit Strategy, dives into valuation concerns with EM sovereign spreads and highlights a preference for high yield over investment grade credits. They also discuss political volatility in countries like Brazil and Hungary, and specific opportunities and risks in regions such as Argentina and Nigeria.