As Seen In: Global Press & Media
Country specific business reporting coverage
Institutional Research & Thought Leadership
At J.P. Morgan Emerging Markets Research:
- Sovereign Debt Restructuring Deep-Dives (Global EM distressed risk repayment analysis; Sri Lanka, Lebanon, Pakistan)
- Develop quantitative frameworks such as the GDP Nowcasters, and EM FX Risk Appetite Indices
- Flagship EM technical products including EM Flows Weekly & EM Client Survey
As the Asia Sovereign Credit Strategist at a US investment bank I have published over 50 reports over the past year - both deep dives and concise actionable trade pieces with clear investment implications - including:
- Macroeconomic developments including Sri Lanka ecoomic and debt restructuring crisis; Maldives challenging FX reserve outlook; Mongolia boom in coal exports to China; China 2024 economic stimulus program, etc.
- Political developments including 2024 South Korean martial law crisis; 2024 India General Elections; Thailand PM re-shuffles, etc.
- Asia Quasi-Sovereign Eurobond Valuations (Indonesia, Korea, Thailand, etc.)
- Relative Value Curve Dislocations in Emerging Asia Investment Grade Sovereign Bonds (Indonesia and Philippines)