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(3752)

Money and Me: Safeguarding Your Digital Assets

Money and Me: Safeguarding Your Digital Assets

Join Michelle Martin, as she speaks to Vincent Chok, Group CEO, Legacy Trust Company about the importance of seeking custody for digital assets in this day and age, where trading is starting to take o...

20 Sep 201910min

Money and Me: Investing at a Time of Economic Recession

Money and Me: Investing at a Time of Economic Recession

Join Michelle Martin, as she speaks to Jonathan Ang and Kelvin Seetoh, 10x Capital, Co-Authors of ‘Value Investing: Expand Your Circle of Competence’ about what you should and should absolutely not do...

19 Sep 201923min

Influence: Fraxtor is making real estate investment accessible to the masses

Influence: Fraxtor is making real estate investment accessible to the masses

Real estate co-investment platform, Fraxtor, allows investors to invest in any type of property worldwide with a small amount of capital. And with blockchain technology, the platform allows investors ...

19 Sep 201911min

Money and Me: Personal Finance 101 for Millennials

Money and Me: Personal Finance 101 for Millennials

Join Michelle Martin, as she speaks to Kenneth Lou, CEO & Co-Founder, Seedly and Chew Tee Ming, CTO & Co-Founder, Seedly about Personal Finance 101 for working millennials. Maybe you’re worried you’r...

18 Sep 201923min

Read: "Loss Adjustment" by Linda Collins

Read: "Loss Adjustment" by Linda Collins

'Loss Adjustment' is searingly original and heartbreaking work of creative non-fiction. Author Linda Collins, a copyeditor from the political desk of Straits Times wakes up one school morning to the c...

18 Sep 201912min

Money and Me: How to Mine the Bitcoin Ecosystem

Money and Me: How to Mine the Bitcoin Ecosystem

Join Michelle Martin, as she speaks to Christopher Long, Founder, Cryptotrader SG, about what the Bitcoin Ecosystem is, the variables that co-exist within it and how their relationship with one anothe...

17 Sep 201919min

Influence: Adrian Chng on his personal finance and investment journey

Influence: Adrian Chng on his personal finance and investment journey

Adrian Chng, CEO of GoBear shares his personal finance and investment journey. Before he entered the world of fintech, he was an investment banker who had spent years dealing with mergers and acquisit...

17 Sep 201912min

Influence: Guillaume Levy-Lambert talks about art investing

Influence: Guillaume Levy-Lambert talks about art investing

An encounter with a painting in Los Angeles led him on a quest to understand and on a mission to spread art’s unique transformative power.A TEDx speaker and conceptual artist, Guillaume Levy-Lambert i...

16 Sep 201915min

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