Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses how he is approaching markets in 2025. He shares updates on his portfolio including his view on TSMC continuing to benefit from the strong interests in AI and chips in general, as well as Yum China, an example of a quality large cap China stock that has recovered well driven by policy pivot and healthy earnings.

Produced/Presented: Ryan Huang

 

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