
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! <br/><br/><a href="https://pandaperspectives.substack.com?utm_medium=podcast">pandaperspectives.substack.com</a>