Lorraine Tan, Director of Asia Equity Research at Morningstar, joins the discussion to unpack the political upheaval following Bashar al-Assad's regime in Syria. They dissect the implications of a power vacuum and the prospects for unity among fractured factions. The conversation also shifts to political tensions in Asia and their impact on markets, particularly in South Korea and China. Tan highlights promising investment opportunities within China's consumer sectors, while examining how rising geopolitical risks are shaping trader reactions.

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.