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)

Read: Could complacency hold Singapore back? Featuring author Nicholas Walton

Read: Could complacency hold Singapore back? Featuring author Nicholas Walton

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Join Michelle Martin, as she speaks with Kenneth Lou, CEO, Seedly and Yeap Ming Feng Ming Feng, Head of Content and Growth, Seedly about the Open Electricity Market, how to identify the best plan for ...

4 Sep 201917min

Influence: CEO, Aegon Asia Andrew Byrne shares how retirement ready Asia is.

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More Singaporeans are now living longer. In fact, Singapore topped the world in life expectancy in 2017 with an expected lifespan of 84.8 years, surging ahead of the traditional chart-topper Japan by ...

3 Sep 20199min

Money and Me: Bet Seldom, Bet Big. Lessons from a Seasoned Investor

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Why is temperament more important than intelligence in investing? What's second level thinking and how do you use it? Join Michelle Martin, as she speaks with one of Singapore's most awarded fund mana...

3 Sep 201914min

Read: In Conversation with John Connolly

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Join Michelle Martin, as she speaks with award-winning Irish bestselling author, John Connolly, about his latest title 'A Book of Bones', his popular Charlie Parker series and how he has continually c...

2 Sep 201912min

Money and Me: How has the CPF Investment Scheme performed?

Money and Me: How has the CPF Investment Scheme performed?

Join Michelle Martin, as she speaks with Xav Fung, Director of Lipper Asia Pacific Research, about the most recent developments in the CPF Investment Scheme, the various investment instruments under t...

2 Sep 201911min

Money and Me: Digital Banking - An Opportunity or Threat to Traditional Players?

Money and Me: Digital Banking - An Opportunity or Threat to Traditional Players?

Join Michelle Martin, as she speaks with Timothy Chen, Co-Founder and CEO, MaxFinx, LIVE from Suntec City, about the rise of digital banking, how it will impact traditional players, and how MaxFinx pl...

30 Aug 201918min

Once a refugee, now a restaurant owner.

Once a refugee, now a restaurant owner.

Being born as a refugee in Vietnam in 1979 when there were no papers claiming to any state back then, he lived through a difficult childhood when food was scarce and his home country was in turmoil fr...

29 Aug 201914min

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