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

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

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

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

Insightful discussions on the latest market events and the top 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.

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.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)

Bigger Pic: Yum China, TSMC among top picks

Markets have turned more selective as volatility returns and investors demand clearer earnings and efficiency. The focus has shifted from big ideas to real-world constraints, from whether AI spending can deliver returns, to whether power and grid infrastructure can keep up, and why healthcare is back on investors’ radar.

On The Bigger Picture, Dan Koh speaks with Charu Chanana, Chief Investment Strategist at Saxo about the key themes shaping markets right now and how investors should think about positioning in a more demanding investment environment.

Markets have turned more selective as volatility returns and investors demand clearer earnings and efficiency. The focus has shifted from big ideas to real-world constraints, from whether AI spending can deliver returns, to whether power and grid infrastructure can keep up, and why healthcare is back on investors&rsquo; radar.
On The Bigger Picture, Dan Koh speaks with Charu Chanana, Chief Investment Strategist at Saxo about the key themes shaping markets right now and how investors should think about positioning in a more demanding investment environment.

Bigger Pic: How investors are rethinking AI infrastructure and healthcare

From investment dressing to the rise of tailored workwear, women’s fashion is evolving alongside shifting consumer expectations.

The Breakfast Show invites Frederieke van Doorn, founder of FREY, to discuss business timing, manufacturing challenges, pricing strategy, and how niche brands can stand out in a market dominated by fast fashion and mass production.

From investment dressing to the rise of tailored workwear, women&rsquo;s fashion is evolving alongside shifting consumer expectations.
The Breakfast Show invites Frederieke van Doorn, founder of FREY, to discuss business timing, manufacturing challenges, pricing strategy, and how niche brands can stand out in a market dominated by fast fashion and mass production.

Mind Your Business: Building a women’s tailoring business and competing with fast fashion

E.L.F. Beauty posts a standout earnings quarter, raises full-year guidance, and reshapes its future with the billion-dollar acquisition of Hailey Bieber’s Rhode brand.

Dan Koh and Ryan Huang unpack what’s driving performance today and how the Rhode acquisition could influence the next phase of growth.

E.L.F. Beauty posts a standout earnings quarter, raises full-year guidance, and reshapes its future with the billion-dollar acquisition of Hailey Bieber&rsquo;s Rhode brand.
Dan Koh and Ryan Huang unpack what&rsquo;s driving performance today and how the Rhode acquisition could influence the next phase of growth.

Bigger Pic: Yum China, TSMC among top picks

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Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)

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