Sajjid Chinoy

Join Sajjid Chinoy, Head of Asia Economics at J.P. Morgan, and Rajiv Batra, Head of Asia Equity Strategy, as they dissect the latest U.S. tariff announcements and their repercussions on Asian economies. They dive into declining growth projections impacted by export dynamics and discuss the central banks' responses amidst the turmoil. The conversation also covers the ripple effects on foreign exchange and market reactions, providing insights on stock selection strategies as Asia navigates a changing economic landscape.

Sajjid Chinoy, Chief Asia Economist at JP Morgan, shares his expertise on the evolving economic landscape in emerging markets post-Liberation Day. He discusses the implications of recent U.S. tariffs on Asian growth and explores how policymakers are responding with various tools. The conversation highlights challenges in U.S.-China relations and their impact on trade dynamics. Additionally, Chinoy delves into currency exchange rates and the intricacies of Asian financial markets, emphasizing key risk factors to watch.

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.