Bigger Pic: TSMC, Yum China among top picks for Q3
Jul 3, 2025
08:07
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Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses why his portfolio continues to hold onto chipmaker TSMC, and how the strengthening Taiwan Dollar affects the company. He also explains how Yum China is poised to benefit in the long run based on recent indicators around China's economy.