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2

Perspecticast ep.1

China outlook notes
Leonid Mironov
Dec 26, 2024
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This is an episode addressing some of the questions on the 2025 outlook, see the links below.

Do subscribe to the full version of the blog for all the posts and ideas.

China 2025 Economic Outlook

Leonid Mironov
·
Dec 18
China 2025 Economic Outlook

Merry Christmas! Happy Holidays! The Christmas spirit as well and truly set in, even though there are a few working days still left to go. Great time to release a 2025 preview for your perusal.

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The Big Picture: China Equity Themes for 2025

Leonid Mironov
·
Dec 23
The Big Picture: China Equity Themes for 2025

AS 2024 rolls to a close, 2025 becomes that much more real, so let’s get ready for it! This is the second instalment of our 2025 Outlook series, focusing on equities and key themes therein. The third instalment will be with stock ideas and thoughts on stock selection, it will be published on Boxing Day and will be for full subscribers only. If you are i…

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China Equity Outlook 2025 pt.3: Picks and Prospects

Leonid Mironov
·
Dec 26
China Equity Outlook 2025 pt.3: Picks and Prospects

Boxing Day is here, and with Christmas Day behind us, it’s time to turn our attention to the New Year—both conceptually as 2025 approaches and in preparation for the celebrations. The New Year holiday has always been one of my favourites, especially because, in the post-Soviet space, it was (and still is, for those still living there) the primary holiday of the season.

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Panda Perspectives
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!
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Leonid Mironov