Jahangir Aziz

Jahangir Aziz, an economist with a focus on the Asian economy and global trade, joins the conversation to dissect the ramifications of recent U.S.-China tariff policies. He emphasizes that a massive 10% universal tax and soaring tariffs on China could spell trouble for global trade stability. Aziz warns of a looming recession, discussing the intricate dynamics of international supply chains and fiscal support in China. The dialogue also touches on geopolitical tensions reshaping economic forecasts, particularly the challenges facing emerging markets.

Jahangir Aziz is the Head of Emerging Markets Economic Research at J.P. Morgan, while Jonny Goulden leads their EM Fixed Income Strategy. They delve into the impact of U.S. tariffs on emerging markets, particularly comparing ASEAN nations with China. The conversation highlights the challenges in monetary policy shaped by inflation, along with the risks posed by credit spreads. They also discuss the interconnectedness of EM currencies with global trends, including the potential for recovery amid a fluctuating dollar. A must-listen for those interested in EM strategies!

Jahangir Aziz, Head of Emerging Markets Economic Research, and Sajjid Chinoy, Chief India Economist, delve into the potential economic shifts following India's election results. They discuss how a new coalition government may influence policy and invigorate financial markets. Key topics include the rise in global investor confidence due to infrastructure growth, challenges facing private investment, and the impact of fiscal policies on domestic demand. The duo also offers an optimistic forecast for India's economic prospects over the next decade.