Risk appetite across Asia is surging, with capital flowing into equities and IPOs at a rapid pace. At the same time, investors are adjusting to a new US trade reality under President Trump, an uneven recovery in China, and growing questions over whether the rally can broaden beyond US technology stocks. Sean Quek, Senior Portfolio Manager of the Paragon SAGE Fund at Paragon Capital Management Singapore, shares what Asia’s deal flows are signalling, how Trump’s tariff policies are reshaping global portfolios, where China’s recovery is gaining traction, along with the key risks markets may be underestimating.

Produced/Presented: Ryan Huang

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Episode ID: 1000746950174

GUID: d5182b77-ee5c-44ae-b9f1-b3e000151d04

Release Date: 28/01/2026, 08:22:40