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)

Money and Me: The ACE Strategy — Gold, Tech and Emerging Markets

Money and Me: The ACE Strategy — Gold, Tech and Emerging Markets

Gold surges past US$4,000. Tech valuations swing. Emerging markets rise as supply chains shift east. Are KGI’s “ACE” pillars - Alternatives, Credit, and Elite Stocks - still winning in 2025? Bryan Low...

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Market View: The Debasement Trade and Hong Kong’s $14B Bet

Market View: The Debasement Trade and Hong Kong’s $14B Bet

Gold surges, Hong Kong banks tumble, and Uniqlo hits another record - what’s really driving markets this week? HSBC’s massive Hang Seng buyout shocks investors, while Wall Street buzzes over the “deba...

10 Okt 202524min

Money and Me: Beyond Macro Fears – Finding Value in Asian Equities

Money and Me: Beyond Macro Fears – Finding Value in Asian Equities

Can Asia’s economic resilience and the AI revolution shield its markets from U.S. political turbulence? Morningstar’s Kai Wang joins Michelle Martin to break down where the real long-term value lies i...

8 Okt 202518min

Market View: Gold Breaks $4,000 — What It Signals for Investors

Market View: Gold Breaks $4,000 — What It Signals for Investors

Gold smashes through the $4,000 mark for the first time ever, igniting debate over whether this is a 1970s-style inflation hedge moment or a sign of fear overtaking fundamentals. Michelle Martin break...

8 Okt 202514min

Money and Me: SSB investors - what's next? 

Money and Me: SSB investors - what's next? 

What would you do if $129,600 landed back in your account overnight? Hosted by Michelle Martin, this episode dives into the maturity of Singapore’s first-ever 10-year Savings Bond and what investors m...

7 Okt 202524min

Market View: Integrating AI & Software in Style

Market View: Integrating AI & Software in Style

OpenAI doubles down on the AI arms race - first Nvidia, now AMD. But what does a trillion-dollar chip war mean for investors? Hosted by Michelle Martin, this episode breaks down OpenAI’s new stake in ...

7 Okt 202515min

Influence: The Vaccine Visionary Who Puts Lives Before Profit

Influence: The Vaccine Visionary Who Puts Lives Before Profit

Meet Mr Hyun Soo Kim, Founder and CEO of Sun Biotech, who’s spent 25 years developing vaccines for diseases big pharma overlooks. From pioneering the first WHO-prequalified vaccine from China to launc...

6 Okt 202516min

Money and Me: Shutdowns, AI, and Safe-Haven Surges

Money and Me: Shutdowns, AI, and Safe-Haven Surges

Markets are brushing off a U.S. government shutdown - but how long can they ignore the risks? OpenAI’s $500 billion valuation, record gold prices, and Bitcoin at $120K all raise new questions about bu...

6 Okt 202519min

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