Mike Tian

In this conversation, Mike Tian, a Portfolio Manager and Analyst at WCM Investment Management, dives into the art of moat trajectory analysis, using Visa as a prime example. He discusses the intricacies of investing in China, highlighting the impact of culture and consumer behavior on heavy and light industries. Mike emphasizes the balance between risks and opportunities, while also sharing insights into WCM's own strategic approach to navigating competitive advantages in the investment landscape. Tune in for valuable perspectives on adapting investment mindsets!