Leonid is the Research Lead at PACAT Capital Management in Hong Kong where he helps oversee a China Long only and Asia-Pacific Long/Short vehicles since 2010.

This substack is the best place to find the public versions of Leonid’s views. The focus of it will be on Asian Macro and Commodities, with an occasional stock highlight.

These views are published for informational and educational purposes only. Nothing contained within the reports constitutes an offer or a recommendation to buy or sell securities or commodities. Please consult a financial advisor before putting any money to work in financial markets!

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