As stocks try to recover from the resulting drawdowns in April, how should investors react to the current economic climate? Moreover, what entails the value of a stock and how much risk should we take when investing?

David Kuo, Co-Founder, The Smart Investor helps us answer these questions while diving into April's biggest winners and losers such as Jardine C&C and Keppel DC REIT respectively.

As stocks try to recover from the resulting drawdowns in April, how should investors react to the current economic climate? Moreover, what entails the value of a stock and how much risk should we take when investing?
David Kuo, Co-Founder, The Smart Investor&nbsp;helps us answer these questions while diving into April's biggest winners and losers such as Jardine C&amp;C and Keppel DC REIT respectively.

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.

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

Why It Matters: April winners & losers

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

Bigger Pic: Yum China, TSMC among top picks

With Singapore’s “30 by 30” food security initiative shaping local sustainability efforts, partnerships like that of Fullerton Fund Management and City Sprouts illustrate how collaboration can make a tangible impact.

What began with Fullerton’s interest in promoting local food has evolved into a garden that employees and community members actively support and maintain.

We explore how this initiative came to be, the hurdles they overcame, and what’s next for each organisation with Cynara Tan, Managing Director, Marketing & Corporate Sustainability, Fullerton Fund Management & Simone Lim, City Sprouts.



Presented by Audrey Siek

This podcast is produced and edited by Anthea Ng (nganthea@sph.com.sg)

She produces Mind Your Business, Biz-How-To and Breakfast Special segments on the Breakfast Show.

Do contact her for topics: C-Suite, SME, Startups, Health-tech, Sustainability, Property, Intergenerational Family Business, Industry Outlook, Fintech and trending businesses in town.

With Singapore’s “30 by 30” food security initiative shaping local sustainability efforts, partnerships like that of Fullerton Fund Management and City Sprouts illustrate how collaboration can make a tangible impact.
What began with Fullerton’s interest in promoting local food has evolved into a garden that employees and community members actively support and maintain.
We explore how this initiative came to be, the hurdles they overcame, and what’s next for each organisation with Cynara Tan, Managing Director, Marketing &amp; Corporate Sustainability, Fullerton Fund Management &amp; Simone Lim, City Sprouts.
 
Presented by Audrey Siek
This podcast is produced and edited by Anthea Ng (<a href="mailto:nganthea@sph.com.sg">nganthea@sph.com.sg</a>)
She produces Mind Your Business, Biz-How-To and Breakfast Special segments on the Breakfast Show.
Do contact her for topics: C-Suite, SME, Startups, Health-tech, Sustainability, Property, Intergenerational Family Business, Industry Outlook, Fintech and trending businesses in town.

Mind Your Business: How is Fullerton Fund Management spicing up Singapore’s Sustainability future? 

Hawker culture in Singapore has been inscribed as Singapore's first element on the UNESCO Representative List of the Intangible Cultural Heritage of Humanity.

But, decades of culinary expertise are at risk of fading, as experienced hawkers gradually retire over the years and fewer new hawkers join the scene.

Just recently, Members of Parliament on both sides of the aisle voted in favour of an amended Progress Singapore Party motion, calling on the government to continue the government's support for hawkers and to grow Singapore’s hawker culture.

On this episode of Morning Shot, Yeo Wan Ling, Assistant Secretary-General & Director, U SME and Women & Family Unit at NTUC shares her insights.

Presented by: Audrey Siek
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Roots.sg & National Archives of Singapore

Hawker culture in Singapore has been inscribed as Singapore's first element on the UNESCO Representative List of the Intangible Cultural Heritage of Humanity.
But, decades of culinary expertise are at risk of fading, as experienced hawkers gradually retire over the years and fewer new hawkers join the scene.
Just recently, Members of Parliament on both sides of the aisle voted in favour of an amended Progress Singapore Party motion, calling on the government to continue the government's support for hawkers and to grow Singapore’s hawker culture.
On this episode of Morning Shot, Yeo Wan Ling, Assistant Secretary-General &amp; Director, U SME and Women &amp; Family Unit at NTUC shares her insights.
Presented by: Audrey Siek Produced &amp; Edited by: Yeo Kai Ting (<a href="mailto:ykaiting@sph.com.sg">ykaiting@sph.com.sg</a>) Photo credits: Roots.sg &amp; National Archives of Singapore

Why It Matters: April winners & losers

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