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 are jittery after a coordinated strike on Iran, and uncertainty reigns. Is this just a short-lived shock, or the start of a prolonged energy-driven inflation cycle? From the Strait of Hormuz to safe havens, airlines, defense stocks, and gold, traders are reacting fast. Phan Vee Leung, CIO of Trackrecord Asia, breaks down real-time investor moves and the key risks shaping the days ahead.

Produced/Presented: Ryan Huang

Markets are jittery after a coordinated strike on Iran, and uncertainty reigns. Is this just a short-lived shock, or the start of a prolonged energy-driven inflation cycle? From the Strait of Hormuz to safe havens, airlines, defense stocks, and gold, traders are reacting fast. Phan Vee Leung, CIO of Trackrecord Asia, breaks down real-time investor moves and the key risks shaping the days ahead.
Produced/Presented: Ryan Huang

Bigger Pic: Markets on the Edge After Iran Strike

The United States and Israel have launched coordinated strikes on Iran, triggering retaliatory missile attacks across the Middle East and sharp exchanges at the United Nations. Tehran calls it a “war crime”. Washington says it is acting in the interest of global security.

As oil markets react and regional powers scramble to contain spillover, the question now is not just who acted  but what happens next.

In this episode of Morning Shot, the Breakfast Show speaks with James M. Dorsey, Adjunct Senior Fellow at Nanyang Technological University’s S. Rajaratnam School of International Studies, to examine how this confrontation is unfolding, what it signals about the balance of power in the region and how prolonged instability could reshape the global landscape.

The United States and Israel have launched coordinated strikes on Iran, triggering retaliatory missile attacks across the Middle East and sharp exchanges at the United Nations. Tehran calls it a &ldquo;war crime&rdquo;. Washington says it is acting in the interest of global security.
As oil markets react and regional powers scramble to contain spillover, the question now is not just who acted&nbsp; but what happens next.
In this episode of Morning Shot, the&nbsp;Breakfast Show speaks with James M. Dorsey, Adjunct Senior Fellow at Nanyang Technological University&rsquo;s S. Rajaratnam School of International Studies, to examine how this confrontation is unfolding, what it signals about the balance of power in the region and how prolonged instability could reshape the global landscape.

Morning Shot: US and Israel Strike Iran - How Far Could This Go?

Pasta is comfort food, but building a pasta brand in Singapore is anything but comfortable.

The Breakfast Show speaks with Timothy Chan, the founder of Pasta Play, about customisation, pricing strategy, operational discipline and surviving one of the toughest F&B markets in the world.

Pasta is comfort food, but building a pasta brand in Singapore is anything but comfortable.
The Breakfast Show speaks with&nbsp;Timothy Chan, the founder of Pasta Play, about customisation, pricing strategy, operational discipline and surviving one of the toughest F&amp;B markets in the world.

Bigger Pic: Yum China, TSMC among top picks

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