Ben Ramsey

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.

In this discussion, Ben Ramsey, Head of EM Sovereign Credit Strategy at J.P. Morgan, joins fellow experts to dissect emerging market repayment risks. They highlight 18 sovereigns at risk, examining familiar trouble spots like Argentina, with its election-related uncertainties and Bolivia facing liquidity issues. The conversation shifts to Asian and African nations, including Sri Lanka's recovery post-restructuring and the repayment concerns in the Maldives. While many countries show resilience, the team emphasizes the need for caution and vigilance among investors.

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.

Join Ben Ramsey, the Head of EM Sovereign Credit Strategy, as he dives into critical discussions about the Fed's interest rate cuts and their effects on emerging markets. He shares insights from the Emerging and Frontier Markets Opportunities Conference, highlighting investor hotspots like Nigeria and Ecuador. The conversation touches on macro drivers shaping sovereign credit sentiment, along with exciting themes in corporate markets. With a focus on risk and valuation, Ramsey's expertise shines, bringing clarity to complex EM landscapes.

Ben Ramsey, Head of EM Sovereign Strategy at JPMorgan, dives into the latest shifts in Emerging Market fixed income. He discusses the cautious outlook on EM currencies due to trade tensions and economic forecasts. Ramsey sheds light on the tight sovereign spreads at multi-year lows and their implications for investor sentiment. There’s also a compelling analysis of swap spreads, which have turned significantly negative, illuminating the intricacies of the Treasury market. This insightful conversation is a must-listen for anyone interested in emerging markets.