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Shai Oster

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Articles

Trials of Chinese Covid-19 Vaccine in Brazil Halted After Serious Side Effects

Details of why the study was stopped were not released, but the vaccine had already been administered to thousands of people in China.

Shares of Alibaba, Tencent Fall After China Unveils Draft Antitrust Rules

Among the behaviors targeted is sharing of consumer data, anti-competitive alliances, and subsidizing services to drive out rivals. 

Analysts Slash Estimates of Ant Group Valuation By Half After IPO Suspended

Such a sharp revision in Ant’s value would make it worth less than when investors such as Silver Lake Management and Warburg Pincus invested in it two years ago.

Facebook’s WhatsApp Gets Approval to Expand Payments in India

Facebook was granted permission to expand its online payments on WhatsApp to 20 million users, up from 1 million.

With Millions of Votes Still Not Tallied, Trump Falsely Declares Victory

Both Democrats and Republicans condemned Trump, who also falsely claimed election fraud.
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Forum Posts
US-China decoupling
Posted byShai Oster
The Information
this deep dive into signs of US-China decoupling is fascinating. I'd argue that there is really no other example of two tech ecosystems as symbiotic and the US and China -- the flow of capital to China and talent (and stock market returns) to the US has benefited both sides. I was skeptical that the forces for decoupling could work but I am shifting my view.
#china#decoupling
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Optimism
Posted byShai Oster
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Some investors in ByteDance see signs of hope in recent reports that China might be letting up on its tech crackdown. Are they over optimistic?
#bytedance
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