Jainik Mody, CFA
Emerging Markets equities strategist and CFA, providing cross-asset and EM equity insights and analysis for J.P. Morgan research.
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Apr 2, 2026 • 16min
Global FX: Wary of complacency in FX
Jainik Mody, CFA, an EM equities and cross-asset strategist at J.P. Morgan, joins to unpack macro and FX complacency. They discuss geopolitical and cyclical risks to FX, energy-driven terms-of-trade effects, vulnerable European and EM currencies, and positioning for EM equities with a barbell between energy, quality growth, and defensive yield stocks.
