Risk appetite across Asia is surging, with capital flowing into equities and IPOs at a rapid pace. At the same time, investors are adjusting to a new US trade reality under President Trump, an uneven recovery in China, and growing questions over whether the rally can broaden beyond US technology stocks. Sean Quek, Senior Portfolio Manager of the Paragon SAGE Fund at Paragon Capital Management Singapore, shares what Asia’s deal flows are signalling, how Trump’s tariff policies are reshaping global portfolios, where China’s recovery is gaining traction, along with the key risks markets may be underestimating.

Produced/Presented: Ryan Huang

Risk appetite across Asia is surging, with capital flowing into equities and IPOs at a rapid pace. At the same time, investors are adjusting to a new US trade reality under President Trump, an uneven recovery in China, and growing questions over whether the rally can broaden beyond US technology stocks. Sean Quek, Senior Portfolio Manager of the Paragon SAGE Fund at Paragon Capital Management Singapore, shares what Asia&rsquo;s deal flows are signalling, how Trump&rsquo;s tariff policies are reshaping global portfolios, where China&rsquo;s recovery is gaining traction, along with the key risks markets may be underestimating.
Produced/Presented: Ryan Huang

Insightful discussions on the latest market events and the top companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.