Wuliangye
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Search complete. 1 mention across 1 episode found for "Wuliangye".
Oct 15, 2026
64. Uncovering Trusts – Invesco Asia Dragon Trust (IAD): Looking beyond the obvious AI winners
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9:36Milosz PapstGUEST
At the same time, the trust has been quite disciplined about selling when the underlying thesis deteriorates.
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9:42Milosz PapstGUEST
Um, it, for instance, it exited Tingyi as, uh, competition increased while, uh, Wuliangye was sold after a restatement of its twenty twenty-five financial statements weakened confidence in its reporting and governance.
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9:56Liam O'ByrneHOST
And I guess, uh, India has almost the opposite problem, you know, an attractive structural growth story, but expensive equities.
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10:03Liam O'ByrneHOST
Has the opportunity improved there?