In this episode of The Week in Markets, equities research analyst Jen-Ai Chua highlights how stronger than expected non-farm payrolls data has spooked US markets, while the much awaited press conference by China’s National Development and Reform Commission (NDRC) on Tuesday disappointed. More economic data releases in upcoming weeks should provide greater clarity as to the likelihood of ‘no landing’ in the US and the slowdown in China. We expect the Asian REITs to continue doing well as expectations of lower rates remain intact.

This episode was recorded on October 8, 2024.