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Perspecticast ep.23
Good evening, not too bee to cavalier about it, but $NVDA has opened up a can of worms by being “really overvalued” and then goin on to 10x from there in fairly short order. This sort of things…
Perspecticast ep.22
Good Evening, Wanted to address the East vs West and some other narratives that seem obvious but maybe aren’t in the semiconductor space. This discussion builds on the 3 articles published in this…
Perspecticast ep.21
Good evening, here’s the rough breakdown of whats to come: Total Companies in Coverage: 90Pure Semiconductor Companies: 68 (75.5%)Coverage by Article:Article 1 & 2: Macro overview of the space…
Perspecticast ep.20: EVs and more
Good Morning,Please do check out our note on EVs available here: I make reference to this data on the costs of EVs vs ICE (imperfect, but it gives a ballpark). New Li i8:have a good one,Leonid Get…
What I Learned from the SMM Metals Conference
Good Evening, I was on the ground at the SMM Asia Metals Seminar in Hong Kong today. Excellent content: deep dives, hard data, and no tourist-level macro. In this short episode, I run through key…
Live from the Macquarie Asia Conference 2025
Date: Thursday, 15 May 2025Episode Summary:This week’s episode comes to you fresh from a packed week of company meetings, investor discussions, and on-site visits across Asia, capped off by an…
Looking at Chinese Property Sector
Good Evening, As mentioned on the pod, please sign up to get the full piece on China property coming out tomorrow. Also do check out the China Daily Opinion Piece we published this Morning. Click…
Politburo meeting notes
Good Evening, Do check out the macro notes form last week: China Macro Snapshot after 1Q25: The difficult transition, the reasons for hope.China Property: From Collapse to Calm?: A deep look at how…
Perspecticast ep.15
Good Evening, The Macro Week kicks off with this Podcast. As discussed on it - do expect the first article to hit your inbox shortly after this. As ever happy to hear any and all feedback!Have a…
Perspecticast Ep.14
Good Afternoon, to freshen things up we’re coming to you form the Peace Hall in Halifax, West Yorkshire. Hope you enjoy the change of Scenery! 🐣 Easter Special! 🐣Now’s the time to go full Panda—get…
New Pod: Tariffs, Markets and Logic behind it all
Good Afternoon, an extra long pod today talking about the trade war, tariffs and outcomes thereof.The chart for manufacturing share of employment that gets a mention:have a great week ahead, Leonid …
What we like in China for the coming quarter?
Good evening, A new episode focusing on what worked and what didn’t work in the first quarter of 2025. We talked about the index performances as well as what to expect in 2Q25. This is the list we…
Perspecticast ep.12
Good Evening, It seemed appropriate to address some of the themes we discussed in the Weekend notes. Next big theme is Robotics - very excited for that, do join in if you share our excitement.…
Perspecticast Ep. 11
Good Evening, This week’s episode is short, but to the point. We’re addressing the issues that have been raised about the Consumption Action Plan.Please read the main post on the subject. Have a…
Two Sessions, One Xi: A Peek at China’s Private Biz Surprise
Good Evening, As is customary a Monday evening musing on the events that are moving the China markets. The full preview can be found here. Check out the China Internet Write ups here:* Alibaba*…
Perspecticast Ep.9: Bababoom
Good Evening, This is the final piece of content (sorry) to do with $BABA for the foreseeable future, and it felt important to get out a final verdict on it, especially in the context of today’s…
Perspecticast ep.08
Good evening, here are the pictures mentioned: (a) the one on Short interest courtesy of SubuTrade (b) the seating plan courtesy of Hutong ResearchAs usual, if the topics discussed are of interest to…
Perspecticast ep.7: Excitement intensifies
Good Evening, the BYD video I referenced is available at It is available in three levels:• Level C for BYD cars (simpler)• Level B for Denza, Leopard, and BYD flagship cars (medium)• Level A for…
Perspecticast ep.6: Tariff Trouble
Good Evening, The pieces mentioned: Have a Great Week ahead, Leonid Get full access to Panda Perspectives at pandaperspectives.substack.com/subscribe
Perspecticast Ep.05: Seeking Deep meaning in the Deep Seek fervour
We are talking about DeepSeek and fallout from it, not a lot of structure other than that. The coal piece is here. And once again - happy Chinese New Year to those celebrating!The related promotion…
Frequently Asked Questions
Panda Perspecticast has published 24 episodes since December 2024, covering topics in Business, Investing.
Panda Perspecticast is currently dormant with new episodes weekly. Average episode length is 12m.
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