Hi, I’m Leonid Mironov — a senior Asian equities portfolio manager and macro strategist with over 18 years of experience. I specialize in translating complex macroeconomic trends into actionable investment strategies, with a track record of outperforming peers through thematic investing and high-conviction calls. I co-manage funds at PACAT Capital and write Panda Perspectives, a widely followed Substack on China and Asia markets.More...