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(3750)

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26 Aug 201915min

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Timothy Go speaks with Rohith Murthy, Founder and Country Manager of SingSaver, to help us understand the financial challenges parents face when raising their children in Singapore and identify the wa...

23 Aug 201916min

Read: When women in the 1930s and 40s refused to do what society expected of them

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Best known for her Singapore Literature Prize-winning short story collection ‘Ministry of Moral Panic’, Singaporean author Amanda Lee Koe is back with her new debut novel, ‘Delayed Rays of a Star’ abo...

23 Aug 201914min

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