Filtra per genere

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

24 - Perspecticast ep.23

0:00 / 0:00

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

Mostra altri episodi

Filtra per genere

Panda Perspecticast

Podcast simili a <nome>