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Christina Woon
Portfolio Manager at Eastspring Investments, offering insight on Federal Reserve policy, Asian equities, and thematic equity allocations such as the AI trade.
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13 snips
Dec 11, 2025
• 20min
Asia Stocks Advance as Fed Rate Cut Lifts Mood
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Jeff Grills, Head of U.S. Cross Markets and Emerging Markets Debt at Aegon Asset Management, explores the implications of recent Fed rate cuts on emerging markets and outlines expectations for future easing. Christina Woon, Portfolio Manager at Eastspring Investments, shares insights on Asian equities, particularly around the AI trade and opportunities in Korea. Both guests highlight the importance of selective investment strategies in the current market landscape, reflecting on the effects of a softer dollar and tight memory chip supply.
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