Bigger Pic: Yum China, TSMC among top picks
Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek - Podcast készítő MONEY FM 89.3
Kategóriák:
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 See omnystudio.com/listener for privacy information.
