Panda Perspectives
Subscribe
Sign in
Home
Podcast
Notes
Archive
Leaderboard
About
Latest
Top
Discussions
China Weekly Wrap: Markets, Macro & Tech – Key Developments This Week
a week that was 22-27 June 2025
2 hrs ago
•
Leonid Mironov
3
Share this post
Panda Perspectives
China Weekly Wrap: Markets, Macro & Tech – Key Developments This Week
Copy link
Facebook
Email
Notes
More
China’s Healthcare Innovation Push: Biotech, Medtech, and the AI Advantage
Can Beijing Build a Global Champion Before the FDA Says No?
Jun 26
•
Leonid Mironov
2
Share this post
Panda Perspectives
China’s Healthcare Innovation Push: Biotech, Medtech, and the AI Advantage
Copy link
Facebook
Email
Notes
More
China Healthcare 2025: Policy-Driven Growth, Reform Risk, and the Investment Outlook
The Doctor Will See You Now — If the NDRC Approves the Invoice
Jun 23
•
Leonid Mironov
6
Share this post
Panda Perspectives
China Healthcare 2025: Policy-Driven Growth, Reform Risk, and the Investment Outlook
Copy link
Facebook
Email
Notes
More
2
China Weekly Wrap: Markets, Macro & Tech – Key Developments This Week
a week that was 15-20 June 2025
Jun 21
•
Leonid Mironov
6
Share this post
Panda Perspectives
China Weekly Wrap: Markets, Macro & Tech – Key Developments This Week
Copy link
Facebook
Email
Notes
More
Macau Casino Industry 2025: Betting Big on Mass Market Recovery and Post-COVID Reinvention
Or How I Learned to Stop Worrying and Love the Premium Mass
Jun 20
•
Leonid Mironov
5
Share this post
Panda Perspectives
Macau Casino Industry 2025: Betting Big on Mass Market Recovery and Post-COVID Reinvention
Copy link
Facebook
Email
Notes
More
2025 Asian Energy Sector Update: Brent Oil Scenarios, Dividend Leaders, and Asia’s Role in the Repricing
A comprehensive investor update on oil prices, equity valuations, and macro drivers as the energy cycle shifts.
Jun 16
•
Leonid Mironov
3
Share this post
Panda Perspectives
2025 Asian Energy Sector Update: Brent Oil Scenarios, Dividend Leaders, and Asia’s Role in the Repricing
Copy link
Facebook
Email
Notes
More
China Weekly Wrap: Markets, Macro & Tech – Key Developments This Week
a week that was 9-13 June 2025
Jun 14
•
Leonid Mironov
6
Share this post
Panda Perspectives
China Weekly Wrap: Markets, Macro & Tech – Key Developments This Week
Copy link
Facebook
Email
Notes
More
China Oilfield Services (COSL): Undervalued Offshore Giant with 2025 Re-Rating Potential
How COSL’s Utilisation Rebound and Clean Balance Sheet Set the Stage for 2025
Jun 12
•
Leonid Mironov
3
Share this post
Panda Perspectives
China Oilfield Services (COSL): Undervalued Offshore Giant with 2025 Re-Rating Potential
Copy link
Facebook
Email
Notes
More
Where to Invest in Indonesia in 2025: 7 High-Growth Themes
Top Sectors, Stocks, and Trends Driving Southeast Asia’s Rebound
Jun 11
•
Leonid Mironov
5
Share this post
Panda Perspectives
Where to Invest in Indonesia in 2025: 7 High-Growth Themes
Copy link
Facebook
Email
Notes
More
China Weekly Wrap: Markets, Macro & Tech – Key Developments This Week
a week that was 2-7 June 2025
Jun 7
•
Leonid Mironov
4
Share this post
Panda Perspectives
China Weekly Wrap: Markets, Macro & Tech – Key Developments This Week
Copy link
Facebook
Email
Notes
More
Indonesia 2025: Turning the Corner on Growth
From Trade Shocks to Noodle Stocks: Can Jakarta Hit 8% Without the Chaos of Its EM Peers?
Jun 5
•
Leonid Mironov
9
Share this post
Panda Perspectives
Indonesia 2025: Turning the Corner on Growth
Copy link
Facebook
Email
Notes
More
May 2025
China Weekly Wrap: Markets, Macro & Tech – Key Developments This Week
a week that was 26-30 May 2025
May 31
•
Leonid Mironov
5
Share this post
Panda Perspectives
China Weekly Wrap: Markets, Macro & Tech – Key Developments This Week
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts