Investing in China
Mike highlights the intense competition in China, where numerous companies vie for dominance in various sectors, increasing the risk of commoditization. He emphasizes the importance of adaptability in management teams, noting that those who thrive through adversity often demonstrate superior cultural and operational strength. Experience and a strong track record are crucial when assessing these teams in a rapidly changing environment.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
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