Jonny Goulden

In this insightful discussion, Teresa Ho, Jonny Goulden, Meera Chandan, and Kunj Padh from J.P. Morgan explore the evolving role of stablecoins in the financial landscape. Teresa explains their function as digital cash and the regulatory impacts shaping their use. Jonny highlights emerging market dynamics driving adoption, while Meera discusses potential increases in dollar demand from global usage. Kunj analyzes current market impacts and correlations with Bitcoin, revealing stablecoins' untapped potential and challenges for corporate payments.

Join Jahangir Aziz, Head of Emerging Markets Economic Research, and Jonny Goulden, Head of E&F Fixed Income Strategy, as they dive into the optimistic 2026 outlook for emerging markets. Jahangir breaks down factors like AI investment, tariff uncertainties, and regional growth forecasts, while Jonny shares insights on the potential for EM currencies and high-yield local bonds. With discussions on inflation trends, monetary policy shifts, and key market themes, they reveal why this might be a pivotal year for 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!