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)

Money and Me: A key ratio you need to understand to maximise your profits with REITs

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Money and Me: Scam-Spotting Made Easy

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15 Jul 201911min

Why are some of China’s biggest investors tapping into online parenting community platform TheAsianParent?

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Get into the mindset of the CEO who has grown a Singapore-based blog into an online parenting community platform ‘theAsianparent’ with 1.5 million downloads, 25 million active monthly users and which ...

15 Jul 201910min

Money and Me: Firing Up One's Finances

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Join Michelle Martin, as she speaks with Benjamin Chua, HR Professional, Investor and Author of Buffett On Fire, on... FIRE (Financial Independence, Retire Early)! He explains the concept in detail, ...

12 Jul 201921min

Women and Money - Small Cap or Large cap stocks?

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Join former CNBC correspondent Saijal Patel and Michelle Martin as they continue Part 2 of a special on Women and Money. Why is money not gender neutral? What do you need to know before investing in s...

12 Jul 201913min

Influence: How is Singapore’s widening pay gap affecting you?

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Singapore’s pay gap between senior managers and entry-level employees has increased by 12 per cent since 2008, this according to organisational consultancy Korn Ferry. 77 per cent of the 58 countries ...

11 Jul 20199min

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