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.

Avsnitt(3752)

Market View: Netflix Drops a $72 Billion Bomb on Hollywood

Market View: Netflix Drops a $72 Billion Bomb on Hollywood

A $72 billion streaming shockwave just jolted Hollywood, Washington and global markets. Netflix moves to acquire Warner Bros. Discovery, swallowing DC, Harry Potter, Lord of the Rings, Game of Thrones...

8 Dec 202525min

Money and Me: The Great REIT Reset - Where Recovery Meets Risk

Money and Me: The Great REIT Reset - Where Recovery Meets Risk

Is this the point where S-REITs start to reclaim their shine? Singapore’s REIT landscape is stirring back to life as investors eye the long-anticipated rate-cut cycle - but recovery may not be a strai...

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Market View: Big Tech Pullbacks, Big Media Bidding Wars

Market View: Big Tech Pullbacks, Big Media Bidding Wars

The metaverse dream is shrinking. Meta’s 30% metaverse cutback redirects billions toward AI hardware, reshaping investor expectations almost overnight. Host Michelle Martin dives into what you need to...

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Money and Me: Are you making the most of your cash?

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Market View: Who is profiting from the Denim Wars? New lead in the AI IPO  race & a glowing debut on Singapore's IPO scene

A celebrity-fuelled denim war is reshaping retail - but what does it mean for markets? Hosted by Michelle Martin, this episode dives into how Levi’s, American Eagle, Gap, True Religion and more are ba...

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Money and Me: Singapore’s Mid-Cap Awakening - The SMID Surge Investors Can’t Ignore

Money and Me: Singapore’s Mid-Cap Awakening - The SMID Surge Investors Can’t Ignore

Singapore’s “forgotten” mid-caps may be turning into the market’s next big battleground.Hosted by Michelle Martin. With liquidity returning and MAS’s S$5B EQDP funneling fresh capital, long-ignored SM...

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Market View: Big money hits the Big Apple - and this company is right in the winner’s circle. Casinos, Code & Christmas 

Market View: Big money hits the Big Apple - and this company is right in the winner’s circle. Casinos, Code & Christmas 

New York unlocks new casino licenses, AI market leaders shift, and Advent calendars get an unexpected economic twist. Michelle Martin and Ryan Huang look at Genting’s near-miss delisting and its renew...

3 Dec 202520min

READ: Work Like a Monk — Ancient Stillness for a Modern Working Mind

READ: Work Like a Monk — Ancient Stillness for a Modern Working Mind

Can a 2,500-year-old monastic tradition teach us how to work and live better today? In this episode hosted by Michelle Martin, Shoukei Matsumoto - Pure Land Buddhist monk, Harvard-trained thinker, aut...

2 Dec 202517min

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