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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Episoder(4039)

Market View: Nvidia’s AI Boom Gets Bigger, Meta’s $18 Billion Escape & Jack Ma Buys Alibaba

Market View: Nvidia’s AI Boom Gets Bigger, Meta’s $18 Billion Escape & Jack Ma Buys Alibaba

How much bigger can the AI boom get? Nvidia delivers another extraordinary quarter, with revenue hitting US$96.2 billion as Big Tech continues pouring money into AI infrastructure. But the bigger ques...

27 Aug 13min

Can Art Make You Healthier? The Science of Creativity, Connection and Ageing Well

Can Art Make You Healthier? The Science of Creativity, Connection and Ageing Well

Michelle Martin explores the emerging field of Creative Health with Assoc Prof Michael Tan, Dean of Research and Knowledge Exchange at NAFA, following the launch of NAFA’s new Centre for Creative Heal...

27 Aug 22min

Money and Me: Why Bonds Are Hated, When to Sell a Stock, and Is McDonald’s a Buy?

Money and Me: Why Bonds Are Hated, When to Sell a Stock, and Is McDonald’s a Buy?

Bonds are supposed to bring stability to a portfolio, so why have so many investors fallen out of love with them - and could that make them more interesting today? Michelle Martin speaks with Willie K...

27 Aug 23min

Market View: Ooshies Win the Grocery Wars, China Warning Signs & Remembering Dolly Parton

Market View: Ooshies Win the Grocery Wars, China Warning Signs & Remembering Dolly Parton

Can a tiny Disney toy change where an entire family buys its groceries? Woolworths’ wildly popular Ooshies promotion has pulled shoppers away from rival Coles, offering a striking lesson in the power ...

26 Aug 18min

How to be the leader people trust in an age of AI

How to be the leader people trust in an age of AI

Only 56% of employees surveyed by Qualtrics believe their leaders would choose people’s wellbeing over immediate profit. So what makes us trust a boss - and what happens when that trust disappears? Dr...

26 Aug 18min

Money and Me: Can You Build Wealth on Your Lunch Break?

Money and Me: Can You Build Wealth on Your Lunch Break?

Michelle thinks this is going to be a huge bestseller in Singapore and around the world, and it is a book any investor should pick up. Thomas Chua achieved financial independence at 31 and argues that...

26 Aug 27min

Market View: Tariff Trouble, AI’s Big Test and a Gen Z Casino Bet

Market View: Tariff Trouble, AI’s Big Test and a Gen Z Casino Bet

US-Canada trade talks have collapsed, with Washington imposing 50 percent tariffs on around US$20 billion of Canadian goods and Ottawa preparing to retaliate. We look at why the dispute matters. Elsew...

24 Aug 12min

The Founder Scaling A Company's Ability to Make a Difference.

The Founder Scaling A Company's Ability to Make a Difference.

A charity drive, a donation, a day spent volunteering - doing good can feel good. But how do we know whether your company actually changed anything? Michelle Martin speaks with Lyn Sia Rosmarin, Found...

24 Aug 22min

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