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FMCG

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 FMCG, oldest first

Sep 6, 2021 negative
Opinion
Tian: Rapid brand turnover prevents strong consumer goods companies in China.
“There's very few good FMCG or fast-moving consumer good companies in China. You see the brand turnover, at least outside of the prestige or luxury space, is very fast.”
Mike Tian Sep 6, 2021 ▶ 22:28 Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
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