Addressing the development that sent TCEHY US down 10% at one point. The oil and Gas episode to be recorded in the US on Friday. Have a good day, Leonid Get full access to Panda Perspectives at <a href="https://pandaperspectives.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">pandaperspectives.substack.com/subscribe</a>

Addressing the development that sent TCEHY US down 10% at one point. The oil and Gas episode to be recorded in the US on Friday. Have a good day, Leonid Get full access to Panda Perspectives at pandaperspectives.substack.com/subscribe

Addressing the development that sent TCEHY US down 10% at one point. The oil and Gas episode to be recorded in the US on Friday. Have a good day, Leonid Get full access to Panda Perspectives at <a href="https://pandaperspectives.substack.com/subscribe?utm_medium=podcast&amp;utm_campaign=CTA_4" rel="noopener noreferrer">pandaperspectives.substack.com/subscribe</a>

Persecticast ep2.: The US Naughty list for Tencent and CATL thoughts

My name is Leonid and I help manage a China Long-only and an Asia Pacific long/short funds with PACAT Capital Management in Hong Kong. This is my Podcast is a free companion to my Substack on investing in Asia & China Not investment advice, but food for thought! <a href="https://pandaperspectives.substack.com?utm_medium=podcast">pandaperspectives.substack.com</a>

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My name is Leonid and I help manage a China Long-only and an Asia Pacific long/short funds with PACAT Capital Management in Hong Kong. This is my Podcast is a free companion to my Substack on investing in Asia & China Not investment advice, but food for thought! pandaperspectives.substack.com

My name is Leonid and I help manage a China Long-only and an Asia Pacific long/short funds with PACAT Capital Management in Hong Kong. This is my Podcast is a free companion to my Substack on investing in Asia &amp; China Not investment advice, but food for thought! <a href="https://pandaperspectives.substack.com?utm_medium=podcast" rel="noopener noreferrer">pandaperspectives.substack.com</a>

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Persecticast ep2.: The US Naughty list for Tencent and CATL thoughts

Persecticast ep2.: The US Naughty list for Tencent and CATL thoughts