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!
Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!
What Chase is focused on this week - a snippet from PMR's Flagship Cascade Letter
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Deep coverage of technology, China, and US policy. We feature original analysis alongside interviews with leading thinkers and policymakers.