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

It's World Bear Day! 

On Breakfast Bites, Emaad, Ryan and Audrey share some fun facts about our big, furry mammal friends; including what they like to eat, hibernation habits and their incredible sense of smell!

 

Presented by Emaad Akhtar, Ryan Huang & Audrey Siek

Produced by Emaad Akhtar

Edited by Trisha Yeong

Music credit: Pixabay & its talented community of contributors

It's World Bear Day!&nbsp;
On Breakfast Bites, Emaad, Ryan and Audrey share some fun facts about our big, furry mammal friends; including what they like to eat, hibernation habits and their incredible sense of smell!
&nbsp;
Presented by Emaad Akhtar, Ryan Huang &amp; Audrey Siek
Produced by Emaad Akhtar
Edited by Trisha Yeong
Music credit: Pixabay &amp; its talented community of contributors

Breakfast Bites: Did you know that bears love to eat honey?

A volatile stretch for markets could be about to get even more consequential. As tensions around Iran and the Strait of Hormuz escalate, investors are staring down a potential binary event with major implications for oil, inflation and risk assets. Vasu Menon, Managing Director, Investment Strategy, OCBC Bank discusses how to hedge uncertainty, where Brent starts to hurt demand, and whether gold’s selloff has created an opening.

 

A volatile stretch for markets could be about to get even more consequential.&nbsp;As tensions around Iran and the Strait of Hormuz escalate, investors are staring down a potential binary event with major implications for oil, inflation and risk assets. Vasu Menon, Managing Director, Investment Strategy, OCBC Bank discusses how to hedge uncertainty, where Brent starts to hurt demand, and whether gold&rsquo;s selloff has created an opening.
&nbsp;

Bigger Picture: Brent, Risk and the Week Ahead

HYBE is back in focus as BTS reunites after nearly four years, releasing a new album and announcing a massive global tour.

Dan Koh and Ryan Huang break down what this comeback means for HYBE’s revenue, why investors are watching closely, and whether this could mark the company’s next growth cycle.

HYBE is back in focus as BTS reunites after nearly four years, releasing a new album and announcing a massive global tour.
Dan Koh and Ryan Huang break down what this comeback means for HYBE&rsquo;s revenue, why investors are watching closely, and whether this could mark the company&rsquo;s next growth cycle.

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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