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(4030)

How this caregiver found a solution when 3 nursing homes said NO to her mother

How this caregiver found a solution when 3 nursing homes said NO to her mother

Finding the right care for a loved one with dementia is not easy. When even nursing homes say no, where can families turn? Michelle Martin speaks with Amy, a daughter and family caregiver, and Chloe ...

21 Aug 25min

Market View: Walmart Slides, Bond Yields Bite and AI’s $60 Billion Debt Question

Market View: Walmart Slides, Bond Yields Bite and AI’s $60 Billion Debt Question

Walmart suffers its worst day in four years as slower sales growth and cautious guidance raise fresh questions about the strength of the US consumer. Michelle Martin examines why Scott Bessent’s effor...

21 Aug 13min

Money and Me: Is the AI Trade Cracking? What Rising Bond Yields Mean for Your Portfolio

Money and Me: Is the AI Trade Cracking? What Rising Bond Yields Mean for Your Portfolio

Michelle Martin speaks with Cheng Chye Hsern, Head of Investment at Providend, about what is driving the AI sell-off and the growing use of off-balance-sheet financing to fund the enormous data centre...

21 Aug 18min

Market View: SK Hynix’s $29 Billion Bet, America’s Bond Problem and Moderna’s Cancer Breakthrough

Market View: SK Hynix’s $29 Billion Bet, America’s Bond Problem and Moderna’s Cancer Breakthrough

A blockbuster US$28.6 billion SK Hynix share buyback sends the chipmaker higher - but what does it tell investors about confidence in the AI memory boom? On Market View, Michelle Martin examines why C...

20 Aug 10min

Money and Me: Is Your CPF Enough? How Your Home Could Fund Your Retirement and other tips

Money and Me: Is Your CPF Enough? How Your Home Could Fund Your Retirement and other tips

CPF helps pay for some of life's biggest needs - from housing and healthcare to retirement. But could using too much CPF for your home today leave you with less tomorrow? Michelle Martin speaks with B...

20 Aug 20min

Your eyes are ageing! Here is how to help them. 

Your eyes are ageing! Here is how to help them. 

Our eyes change as we age, but when is deteriorating vision simply part of getting older - and when could it signal something more serious? Michelle Martin speaks with Dr Jessica Choo, surgeon and Ass...

20 Aug 22min

Market View: AI Reality Check: Wall Street Wobbles, Unitree Soars and China’s New Investment Story

Market View: AI Reality Check: Wall Street Wobbles, Unitree Soars and China’s New Investment Story

Wall Street’s tech giants face pressure as investors question lofty AI valuations, while China’s Unitree Robotics soars more than 600% on its Shanghai debut. Michelle Martin looks at why Korean retail...

19 Aug 12min

Can Plants Help Us Heal? Inside the World of Western Medical Herbalism

Can Plants Help Us Heal? Inside the World of Western Medical Herbalism

What exactly is Western Medical Herbalism - and how much science sits behind the remedies? On Live Well with Michelle, Michelle Martin meets Dr Sebastian Liew, founder of Leaf to Life, whose unusual j...

19 Aug 22min

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