Jeff Grills

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.

Shehzad Qazi, COO of China Beige Book International, discusses the impact of Trump's tariff policies on Asia's markets. He reveals insights into China's economic strength and the balancing act leaders must perform amidst trade tensions. Jeff Grills, Head of EM Debt at Aegon Asset Management, provides valuable analysis on the U.S. labor market, emphasizing its strength despite ongoing tariff issues. Together, they delve into the implications for inflation, monetary policy, and emerging markets, shedding light on the intricate economic landscape.

Jeff Grills, the head of U.S. cross markets and emerging markets debt at Aegon, provides valuable insights into South Korea's political and economic landscape. He discusses the investor caution stemming from ongoing political turmoil and examines the resilience of the South Korean economy despite challenges. Grills highlights potential buying opportunities due to strong economic fundamentals and delves into how political changes could impact emerging markets. He emphasizes the importance of monitoring fiscal conditions for future growth.