Media Coverage

Bigger Picture: Yum China, TSMC among top picks

Our MD & Senior Portfolio Manager of Paragon SAGE Fund Sean Quek discussed with MoneyFM 89.3 Ryan Huang his views on the growth outlook for global equities and insights on some of the top performing companies in his universe.

As we navigate the rising geopolitical tension and AI boom going into 2025, our focus remains on quality companies that have a durable moat and will be in a better position to continue performing. At the same time, the anticipated increase in market volatility would provide good opportunities.

Click here to access the podcast on MoneyFM 89.3, Breakfast with Ryan Huang and Emaad Akjtar.

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