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Panda Perspectives

This Substack is Sage advice from a cartoon panda on investing in Asia & China Not investment advice, but food for thought!

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Latest Issues

The Score at Half-Time

The first half went to the mainland, exactly as the plan intended. What worked and what didn’t in China and Hong Kong in 1H26, and why we still believe in HK

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China Weekly Wrap: The $22bn Risk-Off Edition

The week of 22 - 26 June 2026

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10 days ago
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The Whole Stack

China’s carmakers are integrating all the way down, from the battery to the chip. Part 3 of a series on China’s electrification.

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China Weekly Wrap: The Plumbing Behind the Slow Bull Edition

The week of 15 - 19 June 2026

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17 days ago
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Somewhere to Go

Why China’s wall of patient capital, the demand to absorb it, and the returns to reward it are lining up at once

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18 days ago
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