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

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.

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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.