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.

In China&rsquo;s 2026 market, survival isn&rsquo;t about buying the dip - it&rsquo;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 (<a href="https://www.dividendtitan.com/">https://www.dividendtitan.com/</a>).
We explore four defining themes and why hyper-competitive sectors are being left behind.
From China Tower&rsquo;s&nbsp;near-97% telecom dominance to&nbsp;Tencent&rsquo;s&nbsp;evolving identity from growth darling to cash-generating powerhouse, we unpack where durability lies.
We also assess whether LVMH&nbsp;can maintain pricing power amid China&rsquo;s luxury fatigue and the rise of local brands.
Finally, in an easter egg&nbsp; moment, our guest shares his view on the rush for gold from the value investor perspective.

Your Money With Michelle Martin (9am - 12pm) It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

Your Money With Michelle Martin (9am - 12pm) It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin

Michelle Martin speaks with financial advisors on how to make the most of your money. Learn how to get started,  manage your expenses and start your smart money investment journey today. 

Michelle Martin speaks with financial advisors on how to make the most of your money. Learn how to get started,&nbsp; manage your expenses and start your smart money investment journey today.&nbsp;

Money and Me

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin (9am - 12pm)

Money and Me: Anti-involution China strategies for the dividend investor 

When markets shake, your instincts may tell you to run  and turn your equities into cash - but history suggests, that action may be an expensive mistake.

Michelle Martin speaks with Tim Phillips, Founder of TimTalksMoney, about why investors instinctively flee equities during turmoil - and why that move may actually be self-sabotage.

What separates disciplined investors from panicked sellers in turbulent times?

We find out in this episode of Money and Me hosted by Michelle Martin.

When markets shake, your instincts may tell you to run&nbsp; and turn your equities into cash - but history suggests, that action may be an expensive mistake.
Michelle Martin speaks with Tim Phillips, Founder of TimTalksMoney, about why investors instinctively flee equities during turmoil - and why that move may actually be self-sabotage.
What separates disciplined investors from panicked sellers in turbulent times?
We find out in this episode of Money and Me hosted by Michelle Martin.

Money and Me: Expensive Mistakes When Market Shocks Hit 

A 200-year-old trading empire is looking good.

Asian conglomerate Jardine Matheson posts strong earnings and a higher dividend as its property, retail and infrastructure empire powers ahead.

Meanwhile, Oracle delivers strong profits on AI demand - but investors are questioning whether its debt-fuelled data-center buildout could become tomorrow’s risk.

On Wall Street, HSBC says peak fear around the Iran oil spike may have passed - and argues it’s time to overweight equities again.

Corporate news includes buyback ambitions from Salesforce, an AI-agent social network move by Meta, tax provisions at Mapletree Logistics Trust, and profitability at EV maker Nio.

Markets, strategy and the stories behind the numbers - hosted by Michelle Martin with Ryan Huang.

Companies mentioned:
Jardine Matheson • Oracle • Salesforce • Meta • Mapletree Logistics Trust • Nio • Yangzijiang Shipbuilding

A 200-year-old trading empire is looking good.
Asian conglomerate Jardine Matheson&nbsp;posts strong earnings and a higher dividend as its property, retail and infrastructure empire powers ahead.
Meanwhile, Oracle delivers strong profits on AI demand - but investors are questioning whether its debt-fuelled data-center buildout could become tomorrow&rsquo;s risk.
On Wall Street, HSBC says peak fear around the Iran oil spike may have passed - and argues it&rsquo;s time to overweight equities again.
Corporate news includes buyback ambitions from Salesforce, an AI-agent social network move by&nbsp;Meta, tax provisions at&nbsp;Mapletree Logistics Trust, and profitability at EV maker&nbsp;Nio.
Markets, strategy and the stories behind the numbers - hosted by Michelle Martin with Ryan Huang.
Companies mentioned: Jardine Matheson &bull; Oracle &bull; Salesforce &bull; Meta &bull; Mapletree Logistics Trust &bull; Nio &bull; Yangzijiang Shipbuilding

Market View: Why investors are questioning Oracle, the 200-year-old company powering ahead, and the EV maker in the black 

What if inflation isn’t an accident - but a feature of the system?

In this episode of Money and Me, hosted by Michelle Martin, we dive beneath the headlines with Paul Musson, author of Capital Offence: Why Some Benefit At Your Expense.

Musson argues that the modern monetary system quietly redistributes wealth - often from savers and wage earners to asset owners.

We unpack why many investors confuse money with real capital, and why that matters.

The conversation explores declining trust in systems, the role of central banks, and whether gold or cryptocurrencies are rational responses.

Finally, we examine what a future might look like in a world of rising debt, deficits and monetary expansion.

What if inflation isn&rsquo;t an accident - but a feature of the system?
In this episode of Money and Me,&nbsp;hosted by Michelle Martin, we dive beneath the headlines with Paul Musson, author of&nbsp;Capital Offence: Why Some Benefit At Your Expense.
Musson argues that the modern monetary system quietly redistributes wealth - often from savers and wage earners to asset owners.
We unpack why many investors confuse money with real capital, and why that matters.
The conversation explores declining trust in systems, the role of central banks, and whether gold or cryptocurrencies are rational responses.
Finally, we examine what a future might look like in a world of rising debt, deficits and monetary expansion.

Money and Me: Anti-involution China strategies for the dividend investor

Money and Me

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