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Transcript

Unfortunately the live form NY episode was lost to history due to poor audio, so I re-recorded some of it, as well as provided and update on the Substack plans for the foreseeable future.

Some Shots from the trip, to make up for the loss.

Do use the comments to leave preferences for the industry focus pre-NPC, and dont forget to subscribe to do so.

Regards,

Leonid

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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