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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Market View: SEA vs DBS – A Changing of the Guard

Market View: SEA vs DBS – A Changing of the Guard

Who holds the crown as Singapore’s most valuable company — DBS or Sea Limited? Hosted by Michelle Martin with Ryan Huang, we dive into the rivalry between banking and e-commerce giants. We unpack the ...

27 Elo 202522min

Money and Me: Private Equity Outlook for Singapore and South-East Asia

Money and Me: Private Equity Outlook for Singapore and South-East Asia

Private equity is at a turning point in 2025, and investors are watching closely. Globally, deal value has jumped 19% in the first half, signaling renewed momentum. Here in Southeast Asia, while fundr...

26 Elo 202524min

Market View: Split That Soda & Sell Those Shoes?

Market View: Split That Soda & Sell Those Shoes?

Big deals are shaking up the beverage and sports worlds! Keurig Dr Pepper takes on JDE Peet in an $18 billion reset, while Puma might be changing owners. Intel gets caught up in a political tug-of-war...

26 Elo 202526min

Market View: Insider Moves, Intel’s Big Buy & Netflix’s K-Pop Craze

Market View: Insider Moves, Intel’s Big Buy & Netflix’s K-Pop Craze

Who’s buying, who’s selling — and what do the deals reveal? Hosted by Michelle Martin with Ryan Huang, we break down Keppel’s bold share buybacks, Metro Holdings’ director trades, and Q&M Dental’s unu...

25 Elo 202526min

Money and Me: DBS at $50, PropNex at Records, and ST Engineering's stellar performance

Money and Me: DBS at $50, PropNex at Records, and ST Engineering's stellar performance

How does an investor make sense of market signals? DBS crosses the $50 milestone — but should investors chase momentum or take profit? Hosted by Michelle Martin, this episode features Willie Keng, Fou...

25 Elo 202524min

 Influence: Women, Boards & the Boost of Sponsorship

 Influence: Women, Boards & the Boost of Sponsorship

What does it really take for women to make it to the boardroom? Hosted by Michelle Martin Guest: Jovina Ang, Director of Communication and Board Member, this episode examines the hidden rules of board...

22 Elo 202519min

Money and Me: Have you Maximised your 30–50 Wealth Window?

Money and Me: Have you Maximised your 30–50 Wealth Window?

Retirement isn’t dead—but it may be reinventing itself before our eyes. Hosted by Michelle Martin, this episode examines why 13% of retirees are heading back to work in 2025 and what it means for the ...

22 Elo 202523min

Market View: Beauty Bets, Walmart’s Miss, and Market Movers

Market View: Beauty Bets, Walmart’s Miss, and Market Movers

Wall Street’s losing streak deepens as Walmart posts a rare profit miss. Hosted by Michelle Martin with Ryan Huang, this episode dives into Walmart’s sales resilience, India’s luxury beauty boom, and ...

22 Elo 202515min

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