Panda Perspecticast

24 - Perspecticast ep.23

My name is Leonid and I help manage a China Long-only and an Asia Pacific long/short funds with PACAT Capital Management in Hong Kong. This is my Podcast is a free companion to my Substack on investing in Asia & China Not investment advice, but food for thought!

pandaperspectives.substack.com

More episodes

24 - Perspecticast ep.23

Thu, 28 Aug 2025
23 - Perspecticast ep.22

Tue, 12 Aug 2025
22 - Perspecticast ep.21

Mon, 04 Aug 2025
21 - Perspecticast ep.20: EVs and more

Wed, 30 Jul 2025
20 - What I Learned from the SMM Metals Conference

Tue, 20 May 2025
19 - Live from the Macquarie Asia Conference 2025

Thu, 15 May 2025
18 - Looking at Chinese Property Sector

Tue, 06 May 2025
17 - Politburo meeting notes

Tue, 29 Apr 2025
16 - Perspecticast ep.15

Mon, 21 Apr 2025
15 - Perspecticast Ep.14

Mon, 14 Apr 2025
14 - New Pod: Tariffs, Markets and Logic behind it all

Sun, 06 Apr 2025
13 - What we like in China for the coming quarter?

Mon, 31 Mar 2025
12 - Perspecticast ep.12

Mon, 24 Mar 2025
11 - Perspecticast Ep. 11

Mon, 17 Mar 2025
10 - Two Sessions, One Xi: A Peek at China’s Private Biz Surprise

Mon, 03 Mar 2025
9 - Perspecticast Ep.9: Bababoom

Mon, 24 Feb 2025
8 - Perspecticast ep.08

Mon, 17 Feb 2025
7 - Perspecticast ep.7: Excitement intensifies

Mon, 10 Feb 2025
6 - Perspecticast ep.6: Tariff Trouble

Mon, 03 Feb 2025
5 - Perspecticast Ep.05: Seeking Deep meaning in the Deep Seek fervour

Tue, 28 Jan 2025
4 - Perspecticast ep.4: Two Whatevers of Trump 2.0

Mon, 20 Jan 2025
3 - Perspecticast ep.3

Mon, 13 Jan 2025
2 - Persecticast ep2.: The US Naughty list for Tencent and CATL thoughts

Mon, 06 Jan 2025
1 - Perspecticast ep.1

Thu, 26 Dec 2024

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