David Boling

Joining the discussion are Jeff Grills, Head of EM Debt at Aegon Asset Management, who specializes in emerging markets, and David Boling, Director for Japan and Asia Trade at Eurasia Group, an expert in Japanese politics. They dive into the political risks impacting emerging markets and analyze which nations may benefit from lower U.S. interest rates. On Japan's upcoming leadership race, Boling discusses candidates' stances on inflation and potential shifts in economic policy, amid the backdrop of rising defense spending and fiscal constraints.