Institutional investors
Panels, private forums, and smaller audience settings where the goal is useful insight, sharper framing, and credible market context.
Speaking
For audiences that want substance delivered clearly.
I speak on sovereign credit, frontier markets, restructurings, political risk, and Asia macro themes for investor audiences, media, and event organizers who want substance delivered clearly. Where useful, that also extends to Africa sovereign restructurings and the recovery mechanics behind them.
Media and public-facing events
Fast, accessible commentary for journalists and broader audiences who need complex market stories translated without losing the nuance.
Policy and cross-disciplinary rooms
Discussions where macro, politics, debt sustainability, and investor behavior all overlap.
Featured topics
Signature talks and recurring themes.
Asia sovereign credit after the easy macro.
- Sri Lanka restructuring and recovery
- Pakistan and IMF program credibility
- Maldives financing risk
- Mongolia liquidity, commodity cycles, and spreads
Asymmetric risk-reward setup in sovereign credit.
- Debt sustainability analysis
- State-contingent instruments and recovery structures
- Distressed sovereign market setup
What Africa restructurings are still teaching markets.
- Senegal debt stress and WAEMU implications
- Ethiopia, Zambia, and comparability questions
- Creditor coordination and recovery politics
- What carries over to other frontier workouts
How global macro themes feed into Asia.
- US policy and tariff pressure on Asia
- China’s role in regional macro direction
- Iran conflict impact on Asia