Ballots and Bonds: A Strategic Discussion on EM Elections and Their Aftermath

Summary

Zachary Griffiths discusses the implications of recent elections in South Africa, Mexico, and India with strategy expert Regis Chatellier and GeoQuant co-founder and CEO Mark Rosenberg. They delve into the ANC’s significant loss in South Africa, the sweeping victory of Morena in Mexico, and the BJP’s expected win in India, exploring how these outcomes may influence market dynamics and policy direction.

Analysts

Zachary Griffiths, CFA
Head of IG & Macro Strategy

Regis Chatellier
Head of EM Sovereign Strategy

Mark Rosenberg
Founder and Co-head, GeoQuant

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