About Panda Perspectives
Panda Perspectives is an independent research platform focused on China’s equity markets, macroeconomic trends, and strategic industries.
We deliver institutional-grade analysis of listed companies (e. g. CATL, Li Auto, Tencent), sector deep dives (EVs, automation, industrial tech), and long-view macro thinking on China’s evolving growth model.
Trusted by hedge funds, family offices, and global investors looking for signal—not noise—in the world’s most important emerging market.
Leonid is the Research Lead at PACAT Capital Management in Hong Kong where he helps oversee a China Long only and Asia-Pacific Long/Short vehicles since 2010.