Money and Me: Anti-involution China strategies for the dividend investor 

Money and Me: Anti-involution China strategies for the dividend investor 

In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat.

In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to structural dominance with Willie Keng, Founder of Dividend Titan (https://www.dividendtitan.com/).

We explore four defining themes and why hyper-competitive sectors are being left behind.

From China Tower’s near-97% telecom dominance to Tencent’s evolving identity from growth darling to cash-generating powerhouse, we unpack where durability lies.

We also assess whether LVMH can maintain pricing power amid China’s luxury fatigue and the rise of local brands.

Finally, in an easter egg moment, our guest shares his view on the rush for gold from the value investor perspective.

See omnystudio.com/listener for privacy information.

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LIVE WELL WITH MICHELLE: Therme Singapore - Singapore's Newest Attraction Is Built on Wellbeing

LIVE WELL WITH MICHELLE: Therme Singapore - Singapore's Newest Attraction Is Built on Wellbeing

Singapore has handed four hectares of rare waterfront land next to Marina Barrage to a wellbeing destination that breaks ground today. Therme Singapore, opening in 2030, is a billion-dollar concept b...

19 Kesä 24min

MARKET VIEW: Why a Stock That Doubled Still Looks Cheap

MARKET VIEW: Why a Stock That Doubled Still Looks Cheap

Hosted by Michelle Martin, today's episode opens with a bold broker call: DBS sees 46% upside in Jardine Matheson and reckons the conglomerate's own targets are too modest. Closer to home, two SGX nam...

19 Kesä 6min

LIVE WELL WITH MICHELLE: Your Medicine is in Your Meal

LIVE WELL WITH MICHELLE: Your Medicine is in Your Meal

Bloated after meals, wired on caffeine, drained on a full night's sleep - we've quietly agreed to call this "modern life." But what if small tweaks from a TCM perspective might help? This week, Michel...

19 Kesä 25min

Money and Me: The Free Form Most Singaporeans Haven't Signed 

Money and Me: The Free Form Most Singaporeans Haven't Signed 

What happens to your money, your home, and your medical care if one day you can't speak for yourself? In this episode of Money and Me, hosted by Michelle Martin, lawyer and Certificate Issuer Kwok-Che...

19 Kesä 22min

Money and Me : Self-Employed? Tips to boost your CPF

Money and Me : Self-Employed? Tips to boost your CPF

Hosted by Michelle Martin. A recent case of a self-employed Singaporean amassing more than S$1.2 million in CPF savings challenges conventional wisdom about retirement planning outside traditional emp...

18 Kesä 25min

Market View: When Does an AI Story Become a Meme Stock? From Smartbird to SpaceX

Market View: When Does an AI Story Become a Meme Stock? From Smartbird to SpaceX

Could the market's hottest AI trades be creating the next generation of meme stocks? And if a sneaker company can reinvent itself as an AI firm, what exactly are investors buying today - earnings, or...

18 Kesä 12min

Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike

Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike

What if the most important AI battle is no longer about chatbots, but about who owns the workflow of work itself? Michelle Martin explores why ST Engineering is forcing investors to rethink what a Sin...

17 Kesä 14min

LIVE WELL WITH MICHELLE: The Billion-Dollar Problems Hiding in Plain Sight

LIVE WELL WITH MICHELLE: The Billion-Dollar Problems Hiding in Plain Sight

In this episode of LIVE WELL WITH MICHELLE, Michelle Martin speaks with Japhire Gopi Kannan, Founder of JA Assure, about building a thriving business by solving overlooked risks in healthcare, high-va...

17 Kesä 23min

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