China internet
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 6, 2021 by Mike Tian · across every show →
Everything said about China internet, oldest first
Sep 6, 2021 bearish
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.”