Addressing the development that sent TCEHY US down 10% at one point.
The oil and Gas episode to be recorded in the US on Friday.
Have a good day,
Leonid
Persecticast ep2.: The US Naughty list for Tencent and CATL thoughts
DOD surprise in to the tail end of the Biden Administration
Panda Perspecticast
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!
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! Listen on
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Appears in episode
Leonid Mironov
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