HeyJaredPanda Perspectives
This Substack is Sage advice from a cartoon panda on investing in Asia & China Not investment advice, but food for thought!
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 18, 2026
Latest issues
The rotation is already under way (opens the original)
Read excerpt
By the Panda Perspectives Team, 28 September 2026. Good morning,It may feel somewhat repetitive, but here at Panda HQ we are big belivers in the Inflation argument. So much so that we think its more relevant than any geopolitical talk or chat about banning some part or another from the supply chain. So we continue our quest to figure out the “when” of the turn in the China market more broadly and on an industry by industry basis. Recall that at the start of September we asked what would turn Chi
China Weekly Wrap: The Bigger Deal Edition (opens the original)
Read excerpt
By the Panda Perspectives Team | 27 September 2026Good morning,In the nick of time and after 2 weeks of annoying back and forth we were able to liberate out main computing device just in the nick of time to do an update for this week. Its a little rushed, but we’re just happy to be back! An article will be coming out in the next few days too - please be on the look out for that. Without any firther ado, lets dive in to the news. Xi Jinping left Washington with a longer trade truce and an agreeme
China Weekly Wrap: The Perception Gap Edition (opens the original)
Read excerpt
Good Morning,WE have published an update on AI hardware developments we have witnessed over the past few weeks. do check it out:In the amrkets this week we have seen producer prices swung to +3.8%, exports grew 25%, and the state announced Rmb360bn of capital for its banks and insurers. The market answered with a washout: 94% of A-shares fell on Friday, the HSI lost 3.3% on the week and volatility rose 12%. Meanwhile the most shared piece of financial writing on Chinese social media was an essay
Two Weeks in September: The Chip World Compares Notes (opens the original)
Read excerpt
By the Panda Perspectives Team, 12 September 2026Good morning,Every September the semiconductor industry gets on a plane. This year the season compressed into a fortnight. SEMICON Taiwan filled Taipei from 31 August with 1,300-plus exhibitors across 4,300 booths and 100,000 visitors. CIOE opened in Shenzhen on 9 September, where China’s transceiver makers discussed their 2027 orders. At the bank-run conferences in between, managements were unusually united on one point: demand was fine and suppl
China Weekly Wrap: The Bull Market Checklist Edition (opens the original)
Read excerpt
Good Morning,We wrote a obituary for the Pre-sales process in Chinese real estate. Do give it a read, it’s a lot more interesting than it sounds.Turning back to the markets, China spent the week doing something perverse and instructive. It sold the most profitable semiconductor company in history and bought insurers. STAR 50 fell 5.1% in the first full week after CXMT reported an 874% revenue half, while the PICC family rose 10-16% and a broadcaster gained half its value on a cartoon monkey, onl
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.