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: JD.com, Alibaba, Marvell Technology, Broadcom, Amazon, Nvidia, CrowdStrike, SiTime, Logitech, Seven & I, WalgreensBootsAlliance, NetLink NBN Trust, ComfortDelGro, SATS, ST Engineering, Wilmar International, Seatrium, City Developments

Market View: JD.com, Alibaba, Marvell Technology, Broadcom, Amazon, Nvidia, CrowdStrike, SiTime, Logitech, Seven & I, WalgreensBootsAlliance, NetLink NBN Trust, ComfortDelGro, SATS, ST Engineering, Wilmar International, Seatrium, City Developments

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Money and Me: Ladies, It’s Time to Invest!

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Hosted by Michelle Martin, this International Women’s Day special is all about getting more women to invest with confidence! Daphne Tan, Director of Business Development at CMC Markets Singapore, shar...

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Money and Me: What’s Next for CDL’s Minority Shareholders, what could US isolationalism augur for the financial world, could the US crypto reserve actually be bullish

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As CDL’s leadership battle and stock plunge unsettle investors, we explore potential merger outcomes and what they could mean for minority shareholders. Meanwhile, global markets react to Trump’s esca...

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Market View: Foot Locker, Nike, Mandarin Oriental, Marvell Technology, Disney, Seven & i, Apple, City Developments, Jardine Cycle & Carriage, DFI Retail

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Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers Foot Locker’s earnings and its implications for Nike, the latest U.S. job market data, and t...

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Influence: Moleskine CEO on the smart way forward for a company built on writing

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5 Maalis 202518min

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Will Singaporeans increasingly look to Johor Bahru for property investments? Michelle explores the impact of the RTS Link and Johor’s Special Economic Zone (JS-SEZ) on housing demand, property prices,...

5 Maalis 202523min

Market View: CK Hutchison, BlackRock, City Developments, UOL Group, Target, Best Buy, SEA Limited, CrowdStrike, Ping An Insurance, Xiaomi, Meituan, Yangzijiang Shipbuilding, DFI Retail, Jardine Cycle & Carriage

Market View: CK Hutchison, BlackRock, City Developments, UOL Group, Target, Best Buy, SEA Limited, CrowdStrike, Ping An Insurance, Xiaomi, Meituan, Yangzijiang Shipbuilding, DFI Retail, Jardine Cycle & Carriage

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Asia-Pacific markets trade mixed as investors react to U.S. tariffs on Canada, Mexico, and China. CK Hutchison s...

5 Maalis 202511min

Money and Me: US Tariffs, Nvidia’s Slide, Fed Rate Outlook, Singapore T-Bills, and China Stocks

Money and Me: US Tariffs, Nvidia’s Slide, Fed Rate Outlook, Singapore T-Bills, and China Stocks

US stocks have been swan diving in the run up to new US tariffs on Canada, Mexico, and China. Set to take effect this afternoon (Singapore time), what could the tariffs mean for global stock markets?...

4 Maalis 202523min

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