Enrique Becerra
China-focused investor and former investment banker (also known online as PandaWatch/Pandawatch88); based in Hong Kong and author of the presentation 'A Hitchhiker's Guide to the China Stock Galaxy'.
Best podcasts with Enrique Becerra
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Feb 13, 2026 • 40min
Pandawatch88 - A Hitchhiker's Guide to the China Stock Galaxy
Enrique Becerra, a China-focused investor and former investment banker known as PandaWatch88, offers a sceptic-friendly guide to sizing China in portfolios. He discusses index distortions and valuation dispersion. He contrasts narrative risk with investable risk. He flags regulatory speed, short market history, and national-alignment risk as the key things to watch.
