Bigger Pic: TSMC, Yum China among top picks for Q3

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek - A podcast by MONEY FM 89.3

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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. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.