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 | Daily |
|---|---|---|---|---|---|
| Issues | 299 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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pandaperspectives.substack.comLatest Issues
Earning the Multiple: Why America Trades at 20x and China at 12x
8 August 2026
Good morning.
In June we published Somewhere to Go, a guest essay by our founder Leonid Mironov on the realignment of Chinese capital, and it became one of the most impactful pieces in this publication’s history. At the very...
China Weekly Wrap: The CXMT Surge Edition
The week of China Weekly Wrap: The Choice of Verbs Edition
Good Morning,
China AI Demand: Agents, Robots and the Infrastructure Underneath
The Model Republic, Part 3. Why end users actually buy intelligence, how that demand compounds through agents and takes physical form in robots, and where the infrastructure cash lands first.
Good morning,
China Weekly Wrap: The Carrot and the Stick Edition
The week of 20 - 24 July 2026
Good Morning,
Tencent, Alibaba and China’s AI Incumbents: Who Pays, Who Gets Paid
The Model Republic, Part 2. Five consumer giants built the republic’s frontier as a side effect, and the bill and the payback are landing in different pockets.
Good morning.
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