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(3757)

Influence: Conquering Digital Learning Anxiety with Haja Navaz

Influence: Conquering Digital Learning Anxiety with Haja Navaz

Digital upskilling shouldn't feel like drowning in code or self-doubt. Hosted by Michelle Martin, this episode explores how adult learners - from civil servants to mid-career professionals - can overc...

12 Jun 202521min

Money and Me: What do markets crave more than certainty? A tradeable Trump pattern.

Money and Me: What do markets crave more than certainty? A tradeable Trump pattern.

Tacos, Tariffs, and Treasury Twists are at the forefront of today's show. Hosted by Michelle Martin with guest Arun Pai of Monk’s Hill Ventures, this episode dives into the rise of the “TACO” trade, ...

12 Jun 202524min

Market View: Centurion breaks records, Super Hi simmers with profit, and Meta stirs the AI pot.

Market View: Centurion breaks records, Super Hi simmers with profit, and Meta stirs the AI pot.

Join Michelle Martin and Ryan Huang as they unpack why Centurion’s REIT listing is exciting investors, how Super Hi is cooking up overseas success, and what Meta’s $14B move on Scale AI means for tech...

12 Jun 202523min

Money and Me: Tariffs, TACO Trades, and the $2 Trillion Question

Money and Me: Tariffs, TACO Trades, and the $2 Trillion Question

Is it wise to bet on a president backing down? Markets seem to think so. Hosted by Michelle Martin with Simon Ree, Founder of Tao of Trading, we unpack the viral TACO trade, why July 8 looms large for...

9 Jun 202514min

Market View: Sensex Soaring, Biotech Bargains & Hello Kitty Beats This Car Maker

Market View: Sensex Soaring, Biotech Bargains & Hello Kitty Beats This Car Maker

Mumbai markets are leading the global pack — but can sky-high valuations in cement and defense stocks hold? Hosted by Michelle Martin with Ryan Huang, we unpack India’s stunning 10% rally and what’s d...

9 Jun 202512min

Money and Me: Tariffs and You 

Money and Me: Tariffs and You 

What do tariffs have to do with your next Shein haul or Temu gadget? Hosted by Michelle Martin, this episode unpacks how U.S. trade policy is driving ripple effects through Singapore’s consumer prices...

6 Jun 202512min

Read: Wild Courage

Read: Wild Courage

You need to be fearless to reach your goals, says Michelle Martin. She shares her thoughts on the secret sauce behind the popular new debut of former Google Executive Jenny Wood. See omnystudio.com/l...

6 Jun 20253min

Market View:  Trump and Musk feud explodes and Market Shockwaves

Market View:  Trump and Musk feud explodes and Market Shockwaves

The bromance has ended. Tesla tanks, Circle soars, and gold gets the Hermès touch. Hosted by Michelle Martin this episode dissects Tesla’s dramatic $152B market cap loss amid a Trump-Musk feud that no...

6 Jun 202514min

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