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(3754)

Market View: Banks Under Pressure - Tariffs, Tech & STI Movers

Market View: Banks Under Pressure - Tariffs, Tech & STI Movers

Big earnings shocks and tariff twists keep markets on edge. DBS and UOB headline today as Q3 earnings diverge, with UOB hit by a 72% plunge while DBS holds up better than expected. In the U.S., tariff...

6 Nov 202521min

Money and Me: The Great Wealth Transfer

Money and Me: The Great Wealth Transfer

Singapore’s inheritance expectations are rising - and so are the stakes. Over half of Singaporeans say they expect to receive or have already received an inheritance, with one in five anticipating a ...

5 Nov 202518min

Market View: Movers & Shakers

Market View: Movers & Shakers

Big brands, bold bets, and billion-dollar questions. Michelle Martin and Ryan Huang unpack Yum Brands’ plan to potentially sell Pizza Hut after a strong quarter led by Taco Bell and KFC. Plus, a check...

5 Nov 202518min

Money and Me: Should you refinance now?

Money and Me: Should you refinance now?

As interest rates tumble to three-year lows, Singapore’s homeowners are racing to refinance their HDB loans. Could now be the smartest time to switch from HDB’s 2.6% rate to a bank loan? Or are there ...

4 Nov 202526min

Market View: AI Earnings and Big Deals

Market View: AI Earnings and Big Deals

The AI wave just got louder - Palantir posts a sixfold profit surge while Grab edges closer to sustainable profitability. Investors are also buzzing over Amazon’s mega cloud deal with OpenAI and Nvidi...

4 Nov 202510min

Money and Me: Can Markets Defy Gravity? Tech Titans, Rate Cuts, and the AI Euphoria

Money and Me: Can Markets Defy Gravity? Tech Titans, Rate Cuts, and the AI Euphoria

Earnings are soaring, rates are falling, and investors can’t decide whether to celebrate or brace for impact. Join Michelle Martin and trading expert Simon Ree, Founder of Tao of Trading, as they unpa...

3 Nov 202518min

Market View: Powering AI and Profits - From Oil Giants to Data Titans

Market View: Powering AI and Profits - From Oil Giants to Data Titans

Big Oil meets Big Tech - as ExxonMobil and Chevron beat Wall Street expectations while pivoting toward powering AI’s next frontier. Join the market ride from ExxonMobil and Chevron’s earnings to the A...

3 Nov 202523min

Read: Mastering Private Equity by Claudia Zeisberger

Read: Mastering Private Equity by Claudia Zeisberger

What happens when the private equity boom meets a world of higher rates and lower liquidity? INSEAD Professor Claudia Zeisberger returns with a rewritten edition of Mastering Private Equity for a new ...

10 Okt 202525min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
avanzapodden
rss-svart-marknad
fill-or-kill
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
rss-dagen-med-di
24fragor
tabberaset
lastbilspodden
borsmorgon
rss-inga-dumma-fragor-om-pengar
dynastin
svd-tech-brief
loungepodden