Money and Me: Anti-involution China strategies for the dividend investor
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Money and Me: Anti-involution China strategies for the dividend investor
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About this listen
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.
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