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Author of Asian Century Stocks. My personal opinions only - NOT INVESTMENT ADVICE.
My Substack: https://www.asiancenturystocks.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 personal Substack on investing in Asia & China Not investment advice, but food for thought!
It is time for long-form writings. My twitter handle is DaBao_. Hopefully this platform presents a more balanced view and allows more serious discussions.
Subscribe for unique and actionable insights on East Asian stocks. 12 yrs of professional experience in Japan, Korea, and Greater China markets.
A Swede in the heart of Southeast Asia - building, investing & exiting companies in the region for the past c.15 yrs. Founder of activist fund, Endurance Capital & Founder of venture inv. & builder, Fram (IPOd on Nasdaq). 12 companies started, 4 exited.