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.

Episoder(3754)

Influence: Driving the Future - Inside Borneo Motors Singapore’s 100-Year Evolution

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Money and Me: Are S-REITs Still Worth the Climb?

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SoftBank just dumped Nvidia in the midst of this AI frenzy - is this a warning signal, or the smartest money move of the year? As rare-earth stocks roar and governments scramble for critical minerals,...

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Market View: ON’s Big Run, AI’s Big Questions & STI’s Record Climb

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Swiss sneaker-maker On, chip giant AMD, Cisco Systems, and local names like ComfortDelGro, ST Engineering, AEM, Food Empire, JB Foods, and Seatrium take centrestage, as markets react to blockbuster gu...

13 Nov 202522min

Read: Tiny Rice Grains 

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Inclusion is under siege. As companies scale back DEI amid political backlash, can Asia offer a new lens for belonging - one rooted in empathy and economics? Lyn R. Lee, former Global Chief DEI Office...

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Money and Me: The Great ILP Debate - Fair Critique or Misunderstood Product?

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A fierce debate has erupted over investment-linked insurance plans. Are ILPs misunderstood tools for long-term wealth, or overly complex, high-cost products investors should avoid? Christopher Tan, CE...

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Market View: Sea, Singtel & SoftBank’s Big Moves - and What’s Next for AI and Earnings

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Profits are up, but not everyone’s cheering. Sea Limited doubles earnings while Singtel posts a massive jump - yet investors aren’t entirely convinced. SoftBank cashes out of Nvidia to fund its AI fut...

12 Nov 202511min

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