Panda Perspecticast
Podcast By Leonid Mironov of Panda Perspectives
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
Categorias: Finanzas
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Episodios anteriores
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24 - Perspecticast ep.23Thu, 28 Aug 2025
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23 - Perspecticast ep.22Tue, 12 Aug 2025
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22 - Perspecticast ep.21Mon, 04 Aug 2025
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21 - Perspecticast ep.20: EVs and moreWed, 30 Jul 2025
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20 - What I Learned from the SMM Metals ConferenceTue, 20 May 2025
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19 - Live from the Macquarie Asia Conference 2025Thu, 15 May 2025
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18 - Looking at Chinese Property SectorTue, 06 May 2025
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17 - Politburo meeting notesTue, 29 Apr 2025
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16 - Perspecticast ep.15Mon, 21 Apr 2025
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15 - Perspecticast Ep.14Mon, 14 Apr 2025
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14 - New Pod: Tariffs, Markets and Logic behind it allSun, 06 Apr 2025
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13 - What we like in China for the coming quarter?Mon, 31 Mar 2025
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12 - Perspecticast ep.12Mon, 24 Mar 2025
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11 - Perspecticast Ep. 11Mon, 17 Mar 2025
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10 - Two Sessions, One Xi: A Peek at China’s Private Biz SurpriseMon, 03 Mar 2025
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9 - Perspecticast Ep.9: BababoomMon, 24 Feb 2025
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8 - Perspecticast ep.08Mon, 17 Feb 2025
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7 - Perspecticast ep.7: Excitement intensifiesMon, 10 Feb 2025
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6 - Perspecticast ep.6: Tariff TroubleMon, 03 Feb 2025
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5 - Perspecticast Ep.05: Seeking Deep meaning in the Deep Seek fervourTue, 28 Jan 2025
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4 - Perspecticast ep.4: Two Whatevers of Trump 2.0Mon, 20 Jan 2025
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3 - Perspecticast ep.3Mon, 13 Jan 2025
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2 - Persecticast ep2.: The US Naughty list for Tencent and CATL thoughtsMon, 06 Jan 2025
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1 - Perspecticast ep.1Thu, 26 Dec 2024
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