Exciting News: Introducing Panda Perspectives Inc.!
🐼 Same Great Insights, Now With More Bamboo Power
A New Chapter in Our Mission to Deliver Institutional-Grade Insights on China and Asia
As longtime readers of Panda Perspectives know, our goal has always been to deliver clear, actionable, and high-conviction research on China’s equity markets, macro dynamics, and strategic industries across Asia.
Today, we’re excited to share a major milestone in that journey:
👉 Panda Perspectives is now officially incorporated as Panda Perspectives Inc.
This step allows us to expand our offering, deepen our client engagement, and better serve the investors who rely on our work — from fund managers and family offices to RIAs and global allocators.
🔒 What Changes for You?
For most of our loyal Substack readers: nothing.
The core Panda Perspectives newsletter — featuring China deep dives, macro research, sector outlooks, and investment ideas — will continue unchanged and free or paid, as before.
But we’re now adding a new, premium layer for those who want deeper, more personalized research and strategic support. Welcome to:
🧠 Panda Perspectives Pro: Premium Access for Serious Investors
We’re launching a structured set of institutional and professional-grade subscription tiers, all accessible via Substack or direct engagement:
🎯 The Investor Club
$6,999/year (via Substack)
For solo advisors, PMs, or small teams looking for structured access to our research and thinking.
We only work with a single-digit number of clients per year at this tier. Once these slots are filled, we’ll update this post.
Includes:
Early and priority access to all research
Quarterly (4x/year) 1-hour face time with me to review your portfolio and discuss strategy (China, Asia, EM, commodities)
Direct email consultations and strategy feedback
Exclusive webinars, roundtables, and proprietary data sets
Recognition as a Founding Member of Panda Perspectives Inc.
🧩 Portfolio Partner Plan
Starting from ~$20,000/year
Best suited for teams managing larger pools of capital who need more frequent interaction and hands-on strategic input.
We take only 2–3 clients per year at this level. One slot currently remains. Project-based work is available and scoped separately.
Includes:
All benefits of the Investor Club
12 hours of direct engagement per year, with additional time available for project-specific work
Monthly portfolio reviews with actionable recommendations
Analyst briefing calls aligned with your strategy
Full access to valuation models, dashboards, and analytics tools
Real-time sector alerts and thematic research across China, Asia, and global macro
🧬 Institutional / CIO Tier
Fully Custom Engagement
For CIOs, institutional investors, or asset managers who want a true strategic partner.
At this level, we assume real responsibility for our contribution to your investment process — from IC participation to special projects and mandate-aligned advisory.
This is our most intensive and bespoke engagement model. Pricing is significantly higher, but for the right structure, this is the best fit.
Can include:
CIO-level advice and investment committee participation
Custom research pipelines and priority topic alignment
Quarterly strategy reviews and mandate-specific consulting
Support for client materials, analyst visits, and presentations
Custom datasets, ESG frameworks, and geopolitical risk insights
White-labeled or co-branded research for internal distribution
🌏 Why Panda Perspectives Inc.?
Whether you’re allocating to China for the first time or managing sophisticated Asia/EM exposure across mandates, we offer:
✅ Full-stack China & Asia macro research
✅ Deep company-level analysis (e.g., CATL, Li Auto, Tencent, Dobot)
✅ Commodity and industrial strategy overlays
✅ Portfolio consulting with real-time macro + micro insight
✅ Proprietary valuation and thematic research tools
✅ Strategic input on positioning, risk, and upside scenarios
✅ Engagement with policymakers, experts, and on-the-ground sources
✅ ESG deep dives and geopolitical monitoring
💬 Want to Learn More?
If you’re curious about how Panda Perspectives Pro can help you navigate the complexity of China, Asia, and global EM investing — or if you’re ready to engage — just reach out.
🔗 Or connect on LinkedIn
We’re proud of how far this platform has come, and incredibly excited for what comes next.
Thank you for reading, supporting, and sharing Panda Perspectives — now let’s build something even more powerful together.
– Leonid
Founder, Panda Perspectives Inc.