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.

Anezka Christovova, an expert on emerging markets at J.P. Morgan, and Ben Ramsey, the head of EM Sovereign Strategy, share insights on the latest developments in EM fixed income. They delve into whether current data supports a growth pivot and explore how EM central banks might respond to changing inflation and growth trends. The duo discusses potential catalysts for an EMFX rally versus the dollar and examines investment strategies amidst tight credit spreads. They also analyze the implications of Argentina's election results on market dynamics.

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.