Ravi Balakrishnan

Ravi Balakrishnan, Chief European Economist at J.P. Morgan, joins Nicolaie Alexandru-Chidesciuc, Head of EM Economics, and Aditya Chordia, European Rate Strategy expert, to discuss pressing issues in European defense spending and Ukrainian reconstruction. They dive into the staggering funding needs estimated between $350 to $500 billion. The trio explores complex strategies for bolstering EU military budgets amid geopolitical tensions and the implications for sovereign debt and markets, all while contemplating the role of frozen Russian assets and inflation.

Ravi Balakrishnan, Chief European Economist, discusses Euro Area debt challenges in a special report. Topics include EU fiscal rules, debt reduction strategies, interest rate scenarios, growth impact on debt, challenges in Euro Area countries, and transformative growth opportunities.