Panda Perspectives
This Substack is Sage advice from a cartoon panda on investing in Asia & China Not investment advice, but food for thought!
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 281 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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pandaperspectives.substack.comLatest Issues
Store of Value
Sun by day, banked by night. Part 2 of a series on China’s electrification.
Good morning,
China Weekly Wrap: Like the Story, Not the Index Edition
week of 1 - 5 June 2026
Good Morning,
Too Much Sun, Not Enough Wire
Walking the renewables chain, from the polysilicon glut to the grid super-cycle.
Part 1 of a series on China’s electrification.
China Weekly Wrap: Hardware Re-Rate Edition
The week of 25 - 30 May 2026
Good Morning,
The Thirst Economy
A hot evening on Shenzhen Bay, and a walk up the beverage value chain, from the cold case to the cup.
Good morning,
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Writer, Panda Perspectives
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