China Internet

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about China Internet, every show

Tian: WCM has long been underweight in high-quality Chinese internet companies.
“It's interesting, because we've been underweight China internet for a long time, which actually is surprising for me to say that, just because you think we're high-quality investors, and those are, most people will consider them high-quality businesses.”
Mike Tian Sep 6, 2021 ▶ 35:41 Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)

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