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

Leading Transition: Executive Coaching in Private Credit with TCG

Leading Transition: Executive Coaching in Private Credit with TCG

June 24, 2026
Europe Autos Reset: Competition, Costs and Credit Risks

Europe Autos Reset: Competition, Costs and Credit Risks

June 18, 2026

Know More. Risk Better.®

Sign up to receive our latest credit insights direct to your inbox.

SUBSCRIBE NOW

Recently Published

The Bond Buyer Munis face continued selling pressure, ICI reports $6.2B outflows

Munis face continued selling pressure, ICI reports $6.2B outflows

Maria Acevedo
Maria AcevedoMay 11, 2022
Financial Times Billionaire Asda buyers raise £2.75bn in record sterling junk bond sale

Billionaire Asda buyers raise £2.75bn in record sterling junk bond sale

Maria Acevedo
Maria AcevedoFebruary 11, 2021
Bond Buyer Bond Buyer: Miami-Dade County reports progress in adapting to sea level rise

Bond Buyer: Miami-Dade County reports progress in adapting to sea level rise

creditsights
creditsightsMarch 2, 2022
Share