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

From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

Start your day with the stories shaping Singapore — and your place in it.

Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

And it’s not just talk — it’s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let’s Talk, Singapore keeps you informed, connected, and ready for the day ahead.

Start your day with the stories shaping Singapore &mdash; and your place in it.
Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what&rsquo;s happening &mdash; and what&rsquo;s worth your attention.
And it&rsquo;s not just talk &mdash; it&rsquo;s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let&rsquo;s Talk, Singapore keeps you informed, connected, and ready for the day ahead.