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.

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Money and Me: Get Money Smart quickly with Seedly

Money and Me: Get Money Smart quickly with Seedly

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23 Juli 201912min

Money and Me: Learn the Power of Value Investing

Money and Me: Learn the Power of Value Investing

Join Michelle Martin, as she speaks with Royston Yang, Author at The Motley Fool about everything to do with Value Investing, its benefits for one's wealth and the 3 ‘I’ Philosophy approach that will ...

22 Juli 201916min

How can you flip the power dynamic at the workplace to your favour? Make your boss need you.

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Do you have an abusive boss who makes your life difficult or miserable in the workplace? When it comes to confronting an abusive boss or supervisor, most of us tend to assume that we only have two cho...

22 Juli 201913min

Why is 2019 the year of digital guerrilla warfare?

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With over 19 years of experience advising Fortune 100 clients and the U.S. government, Tom Kellermann, Chief Cybersecurity Officer at Carbon Black has seen it all when it comes to cybersecurity. He sa...

21 Juli 201912min

Money and Me: Funding Your Child's Educational Future

Money and Me: Funding Your Child's Educational Future

Join Michelle Martin, as she finds out from Pamela Chong, Senior Financial Services Consultant, Gen Group just why it is so important for parents to plan finances to properly fund their children’s edu...

19 Juli 201915min

Do you want to reverse your grey hair?

Do you want to reverse your grey hair?

How can plants help in revealing our hair’s natural beauty? France’s most sought-after hairdresser Patrick Ales first noticed that chemically-laden hair products were seriously affecting hairdressers’...

18 Juli 201914min

Money and Me: How not to let Money get in the way of Love

Money and Me: How not to let Money get in the way of Love

Join Michelle Martin, as she speaks with Rohith Murthy, Country Manager from SingSaver and Esther Yap, relationship coach with Relationship Studio about some of the most common money issues that could...

18 Juli 201913min

Brain hacks; what's worth spending on? Here are 5 tips

Brain hacks; what's worth spending on? Here are 5 tips

Nootropics are big business; do they work to improve memory and cognition? Entrepreneur and nutrition researcher Dr Vincent Candrawinata weighs in.See omnystudio.com/listener for privacy information.

17 Juli 201914min

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