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, Head of Emerging Market Economics Research at J.P. Morgan, joins Nora Szentivanyi, Global Economist, and Jonny Goulden, Head of EM Fixed Income Strategy, for a deep dive into Emerging Markets' outlook for 2025. They discuss how upcoming U.S. policies may disrupt inflation and investment strategies in these regions. The impact of fiscal vulnerabilities and the necessity of cautious monetary policy are examined, along with navigation of volatility in fixed income markets, highlighting both risks and opportunities ahead.

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.