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 | 302 | Founded | 2 years ago | Last Issue | 2 days ago |
| Active | |||||
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pandaperspectives.substack.comLatest Issues
China Weekly Wrap: The Bull Market Checklist Edition
the week of 31 August - 4 September 2026
Good Morning,
In Memoriam: The Pre-Sale, 1953-2026
An obituary for the instrument that built urban China, and a close reading of what replaces it.
By the Panda Perspectives Team, 7 September 2026
China Weekly Wrap: The 874% Edition
The week of 24 - 28 August 2026
Good Morning, and yes, it has been a while.
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,
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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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