Panda Perspecticast
by Podcast By Leonid Mironov of Panda Perspectives
Latest episode
Perspecticast ep.23
Perspecticast ep.23
About this podcast
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
Episodes
The newest 20 of 24 episodes
- Perspecticast ep.23 · 20 minGood evening, not too bee to cavalier about it, but $NVDA has opened up a can of worms by being “really overvalued” and then goin on to 10x from there in fairly short order. This…
- Perspecticast ep.22 · 14 minGood Evening, Wanted to address the East vs West and some other narratives that seem obvious but maybe aren’t in the semiconductor space. This discussion builds on the 3 articles…
- Perspecticast ep.21 · 11 minGood evening, here’s the rough breakdown of whats to come: Total Companies in Coverage: 90 Pure Semiconductor Companies: 68 (75.5%) Coverage by Article: Article 1 & 2: Macro…
- Perspecticast ep.20: EVs and more · 13 minGood Morning, Please do check out our note on EVs available here: I make reference to this data on the costs of EVs vs ICE (imperfect, but it gives a ballpark). New Li i8: have…
- What I Learned from the SMM Metals Conference · 8 minGood Evening, I was on the ground at the SMM Asia Metals Seminar in Hong Kong today. Excellent content: deep dives, hard data, and no tourist-level macro. In this short episode…
- Live from the Macquarie Asia Conference 2025 · 6 minDate: Thursday, 15 May 2025 Episode Summary: This week’s episode comes to you fresh from a packed week of company meetings, investor discussions, and on-site visits across Asia…
- Looking at Chinese Property Sector · 9 minGood Evening, As mentioned on the pod, please sign up to get the full piece on China property coming out tomorrow. Also do check out the China Daily Opinion Piece we published…
- Politburo meeting notes · 8 minGood Evening, Do check out the macro notes form last week: China Macro Snapshot after 1Q25: The difficult transition, the reasons for hope. China Property: From Collapse to…
- Perspecticast ep.15 · 13 minGood Evening, The Macro Week kicks off with this Podcast. As discussed on it - do expect the first article to hit your inbox shortly after this. As ever happy to hear any and all…
- Perspecticast Ep.14 · 13 minGood Afternoon, to freshen things up we’re coming to you form the Peace Hall in Halifax, West Yorkshire. Hope you enjoy the change of Scenery! 🐣 Easter Special! 🐣 Now’s the time…
- New Pod: Tariffs, Markets and Logic behind it all · 31 minGood Afternoon, an extra long pod today talking about the trade war, tariffs and outcomes thereof. The chart for manufacturing share of employment that gets a mention: have a…
- What we like in China for the coming quarter? · 12 minGood evening, A new episode focusing on what worked and what didn’t work in the first quarter of 2025. We talked about the index performances as well as what to expect in 2Q25…
- Perspecticast ep.12 · 14 minGood Evening, It seemed appropriate to address some of the themes we discussed in the Weekend notes. Next big theme is Robotics - very excited for that, do join in if you share…
- Perspecticast Ep. 11 · 8 minGood Evening, This week’s episode is short, but to the point. We’re addressing the issues that have been raised about the Consumption Action Plan. Please read the main post on…
- Two Sessions, One Xi: A Peek at China’s Private Biz Surprise · 15 minGood Evening, As is customary a Monday evening musing on the events that are moving the China markets. The full preview can be found here. Check out the China Internet Write ups…
- Perspecticast Ep.9: Bababoom · 15 minGood Evening, This is the final piece of content (sorry) to do with $BABA for the foreseeable future, and it felt important to get out a final verdict on it, especially in the…
- Perspecticast ep.08 · 12 minGood evening, here are the pictures mentioned: (a) the one on Short interest courtesy of SubuTrade (b) the seating plan courtesy of Hutong Research As usual, if the topics…
- Perspecticast ep.7: Excitement intensifies · 11 minGood Evening, the BYD video I referenced is available at It is available in three levels: • Level C for BYD cars (simpler) • Level B for Denza, Leopard, and BYD flagship cars…
- Perspecticast ep.6: Tariff Trouble · 20 minGood Evening, The pieces mentioned: Have a Great Week ahead, Leonid Get full access to Panda Perspectives at pandaperspectives.substack.com/subscribe
- Perspecticast Ep.05: Seeking Deep meaning in the Deep Seek fervour · 21 minWe are talking about DeepSeek and fallout from it, not a lot of structure other than that. The coal piece is here. And once again - happy Chinese New Year to those celebrating!…
