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(3763)

Money and Me: Extreme Budgeting

Money and Me: Extreme Budgeting

It's a habit that is foundational to building wealth, but does this extreme budgeter think he can repeat tightening his belt the way he did 15 years ago today? How little do you really need to get by ...

12 Mar 202523min

Market View: Salesforce, Dick’s Sporting Goods, Kohl’s, Google, Lego, iFast, GuocoLand, DBS, UOB, OCBC, Jardine Matheson

Market View: Salesforce, Dick’s Sporting Goods, Kohl’s, Google, Lego, iFast, GuocoLand, DBS, UOB, OCBC, Jardine Matheson

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade mixed amid US recession fears and tariff uncertainty. The S&P 500 nears correction territory, while US retail giants like Dick’s...

12 Mar 202510min

Money and Me: 20% price increase over the next 5 years? Where should we look at when investing in London Property?

Money and Me: 20% price increase over the next 5 years? Where should we look at when investing in London Property?

So your child has won a place at UCL or LSE? Well done, are you looking for a university pad? Michelle Martin goes to London to check out the property market with Matthew Burgess, Director of APAC at ...

11 Mar 202523min

Market View: DFI Retail, Jardine Matheson, Apple, Nvidia, Tesla, Oracle, Delta, JX Advanced Metals, Xpeng, Novo Nordisk, Grab, SGX

Market View: DFI Retail, Jardine Matheson, Apple, Nvidia, Tesla, Oracle, Delta, JX Advanced Metals, Xpeng, Novo Nordisk, Grab, SGX

Join Michelle Martin on her tour of markets! It’s a sea of red across the screen as Asia-Pacific markets track Wall Street’s overnight losses. Hosted by Michelle Martin with Ryan Huang, the episode di...

11 Mar 202525min

Little Luxuries: Lady Gaga will be in Singapore from May 18th for 4 nights only

Little Luxuries: Lady Gaga will be in Singapore from May 18th for 4 nights only

MIchelle Martin breaks down Gaga-nomics. Will Lady Gaga's visit to Singapore in 13 years come May 18th give Singapore's economy another boost?See omnystudio.com/listener for privacy information.

10 Mar 20253min

Money and Me: Market Tops, Volatility, and the U.S. Sovereign Wealth Fund

Money and Me: Market Tops, Volatility, and the U.S. Sovereign Wealth Fund

Hosted by Michelle Martin, this episode dives into the biggest market-moving forces shaping investor sentiment. With geopolitical tensions rising, a fresh wave of U.S. tariffs hitting global trade, an...

10 Mar 202521min

Market View: Nvidia, Hewlett Packard, McDonald’s, Yum! Brands, Domino’s, Starbucks, Centurion, Olam, UOB, Tesla, Alibaba, Meta, Intuitive Machines, Hongkong Land, ST Engineering, UOL Group

Market View: Nvidia, Hewlett Packard, McDonald’s, Yum! Brands, Domino’s, Starbucks, Centurion, Olam, UOB, Tesla, Alibaba, Meta, Intuitive Machines, Hongkong Land, ST Engineering, UOL Group

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks the latest market swings, from Nvidia and Hewlett Packard’s struggles to the record-breakin...

10 Mar 202525min

Influence: Are million dollar flats the new norm?  Key insights for buying Singapore property in 2025

Influence: Are million dollar flats the new norm? Key insights for buying Singapore property in 2025

Masterplan 2025 will soon be unveiled and Budget 2025 is behind us; Michelle Martin features voice of influence Eugene Lim, Key Executive Officer at ERA to help us understand the key forces shaping th...

7 Mar 202518min

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