Isaac Thong 5.0 3 ideas

Taiwanese semiconductor companies and South Korean memory chip makers are a good avenue to tap both quality and income and growth, as they are the backbone for global AI, enabling the AI revolution with strong demand from hyperscalers, and they strike a good balance between compounding earnings and returning income to shareholders.

Chinese consumer companies and certain industrial companies are attractive due to the rising middle class, good management quality, strong cash flows, and trading at low mid-teens P/E multiples, offering long-term value and high dividend payout ratios.