🌏 Dividend Investing in 2026: Navigating Volatility with S-REITs & China Plays

Hazelle

in Memos & Musings · 1 min read

With shifting inflation concerns, and geopolitical tensions dominating the headlines in 2026, many investors are asking: Is there a way to stay invested and get paid while navigating the storm?

In this episode of Money & Joy, Hazelle Soon (CEO at The Joyful Investors and SGX Academy Speaker) sits down with Bruce Zhang (Head of Fixed Income, CSOP Asset Management) and Samuel Tay (Private Client Adviser at AlphaJoy) to unpack the roadmap for dividend investing.

We move beyond the “retirement play” stereotype and explore how dividends serve as a crucial portfolio anchor in today’s volatile landscape.

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🔍 In This Episode

The Growth Case for Dividends:
Why younger, growth-oriented investors are turning to dividends in 2026.

S-REITs vs. The World: How Singapore REITs stack up against global markets and the “red flags” every investor must watch for.

The China Dividend Opportunity: Why Chinese companies in energy, banking, and telcos are becoming attractive dividend plays despite macro headwinds.

Portfolio Strategy: How to bridge the knowledge gap and use ETFs to gain efficient access to mainland China and diversified REIT portfolios.

đź•’ Timestamps

0:00
– Introduction: Navigating 2026 Market Volatility
1:28
– Why Dividend Investing isn’t just for Retirees
4:26
– Global Markets: Where are the best dividend plays right now?
6:12 – S-REITs in 2026: Attractiveness & Macro Outlook
10:36 – Red Flags to be Aware in REIT investing
13:38
– How Beginners Can Use REIT ETFs for Diversification
17:05 – Why China for Dividend Investing?
18:15 – China’s Property & Consumer Woes
19:52 – Diversification for your China Exposure
22:03 – China Dividend Plays: Beyond the Chinese Big Tech
25:18 – (Bonus) One tip to stop “waiting for the right time”

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About Hazelle

Hazelle is the Chief Trainer and the Co-Founder of The Joyful Investors—a financial education firm committed to helping investors level up their portfolios and achieve financial independence (F.I.R.E). A first-class Accountancy graduate from Nanyang Technological University (NTU), she began her career in audit at one of the Big Four firms, where she honed her skills in financial analysis and business fundamentals.

To Hazelle, financial freedom isn’t just about retiring early—it’s about having the freedom to pursue what truly matters. She also heads TJ Academy, which runs the Moneyball Investors Playbook and Options Investors Playbook programs alongside other investor training workshops.

As an SGX Academy Trainer and SIAS Speaker, she actively supports financial education initiatives and regularly shares her insights on long-term investing, portfolio building, and market cycles.

Hazelle’s commitment to impacting the lives of investors extends beyond coaching sessions. She has spoken at prominent investment fairs internationally including MooFest, REITs Symposium and Invest Fair in Singapore and Malaysia, as well as at Baiduri Bank in Brunei. She has also conducted sharing sessions with investment clubs in local and overseas universities.

Important Information

This document is for information only and does not constitute an offer or solicitation nor be construed as a recommendation to buy or sell any of the investments mentioned. Neither The Joyful Investors Pte. Ltd. (“The Joyful Investors”) nor any of its officers or employees accepts any liability whatsoever for any loss arising from any use of this publication or its contents. The views expressed are solely the opinions of the author as of the date of this document and are subject to change based on market and other conditions. 

The information provided regarding any individual securities is not intended to be used to form any basis upon which an investment decision is to be made. The information contained in this document, including any data, projections and underlying assumptions are based upon certain assumptions and analysis of information available as at the date of this document and reflects prevailing conditions, all of which are accordingly subject to change at any time without notice and The Joyful Investors is under no obligation to notify you of any of these changes.

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