Some Thematics Will Stand Out to Be Winners in Long Term: Eastspring's Woon

Eastspring Investments' Christina Woon says the current environment 'can be quite interesting from an opportunity perspective,' advising investors to use near-term volatility to pick up longer-term 'gems'. This is a constructive, opportunistic view rather than a market-moving event and implies tactical buy-the-dip activity. Portfolio managers should consider selective accumulation of high-quality positions during short-term dislocations while maintaining risk controls.

Analysis

Eastspring Investments' Christina Woon says the current environment 'can be quite interesting from an opportunity perspective,' advising investors to use near-term volatility to pick up longer-term 'gems'. This is a constructive, opportunistic view rather than a market-moving event and implies tactical buy-the-dip activity. Portfolio managers should consider selective accumulation of high-quality positions during short-term dislocations while maintaining risk controls.