George Boubouras discusses emerging markets, Meredith Whitney shares US market perspective, Garfield Reynolds provides insights on US Fed officials' comments. Topics include rate cuts, economic trends, inflation, labor shortages, and Japan's policy response.

Lorraine Tan, Director of Asia Equity Research at Morningstar, sheds light on how weak U.S. job reports affect equity markets in Asia. Victoria Bills, Chief Investment Strategist at Banrion Capital, discusses Japan's rising yen and defensive stock shifts, alongside insights on China's anticipated recovery in real estate. George Boubouras, Managing Director at K2 Asset Management, navigates the complexities of the job market and highlights the shift towards utilities amidst economic uncertainties. The trio explores long-term investment strategies in a volatile landscape.