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!
leonidmironov.substack.com
Categorias: Finanzas
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Episodios anteriores
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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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