About Milo

I spend most of my time where Asia macro, sovereign credit, and politics start to collide.

I’m a sovereign credit strategist focused on Asia and frontier markets. Most of the work sits at the intersection of macro, politics, policy, market structure, distressed fixed income, and judgment. My role is to break that complexity down into something clear, useful, and market-relevant.

LSE background J.P. Morgan trained Asia macro & sovereign credit focus

Short version

What people usually come to me for

Stressed, frontier, and sovereign credit stories that are moving quickly
Asia macro and political developments that genuinely matter for fixed income
Sri Lanka, Mongolia, Maldives, Pakistan, and related frontier themes
Special situation and distress work, with added depth in Sub-Saharan Africa sovereign restructurings
Clean framing for investors, journalists, conference audiences, and decision-makers

I’m not interested in making things sound more complicated than they are.

A big part of the job is breaking down a complicated macro or credit story into what actually matters. The world is complex enough already. A good analyst should make a complex story easier to understand, not harder.

Path

The short version, not the polished speech.

Foundation

Built on analytical rigor.

I studied political science and political economy at LSE, with a focus on emerging markets, econometrics, and causal inference. That shaped how I still think now: structure first, signal over noise, and frameworks that hold up when macro and markets both get noisy.

Training

Developed on major institutional platforms.

Early on I spent time at Autonomy Capital and then on J.P. Morgan’s emerging market desks in London, working across local rates, FX, frontier markets, sovereign fixed income, and cross-country valuation work. It was a strong training ground and a good place to learn how people actually make decisions.

Reputation

Established through difficult calls.

Sri Lanka became a defining chapter: early warnings, tactical ideas through the crisis, and continued work as the market evolved. That is probably the cleanest example of the kind of work I enjoy most, where the facts are moving, the politics matter, sovereign spreads are repricing, and the market has not fully made up its mind yet.

Approach

Quantitative where it earns its place.

Debt sustainability work, cross-market scorecards, valuation frameworks, restructuring analysis, and disciplined risk-reward thinking across sovereign and quasi-sovereign fixed income.

Edge

Context from the field, not just the screen.

Roadshows, policymaker access, IMF conversations, and on-the-ground networks sharpen the read in ways the spreadsheet alone never can, especially in frontier sovereign credit.

Style

Clear enough to act on.

The point is to make a complicated macro or credit story easier to understand. That usually means stripping things back to what truly matters, while keeping the market nuance that still matters for positioning. If the work is good, it should leave people with a clearer view of the story and what to do with it.

Outside the screen

Good conversations usually produce the best ideas.

I like research, but I like people just as much. A lot of the best thinking comes from long runs, late dinners, gallery openings, and the kind of conversation that moves naturally between macro, politics, culture, and Hong Kong life.