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(3750)

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

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

How can understanding one key ratio change the way you select REITS that pay good dividends? Join Michelle Martin, as she speaks with Jonathan Ang of 10x Capital in this containing series on REIT's in...

17 Juli 201915min

Read with Michelle : Steve Dawson's "Locker Room Talk"

Read with Michelle : Steve Dawson's "Locker Room Talk"

Saying the wrong thing at the wrong time can be a massive and expensive mistake. Former ESPN sports broadcaster turned business presentation trainer Steve Dawson talks about how "political correctness...

16 Juli 201911min

Money and Me: Let's Unveil Some Investment Truths

Money and Me: Let's Unveil Some Investment Truths

Join Michelle Martin, who speaks with Goh Yang Chye, Author of “Simply Invest: Naked Truths to Grow Your Money”, about investment truths behind buying into property here in Singapore and gain a better...

16 Juli 201912min

Money and Me: Scam-Spotting Made Easy

Money and Me: Scam-Spotting Made Easy

Join Michelle Martin, as she speaks with Royston Yang, Author with The Motley Fool, about what you need to know to avoid losing your money to investment scams out there!See omnystudio.com/listener for...

15 Juli 201911min

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

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

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 Juli 201910min

Money and Me: Firing Up One's Finances

Money and Me: Firing Up One's Finances

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 Juli 201921min

Women and Money - Small Cap or Large cap stocks?

Women and Money - Small Cap or Large cap stocks?

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 Juli 201913min

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

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

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 Juli 20199min

Populärt inom Business & ekonomi

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