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Shai Oster

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Articles

Alibaba Shares Slide After Revenue Warning

While many companies declined to make a forecast, Alibaba predicted growth to hit 28% this year, down from 35%. March already showed signs of a rebound.

KKR Invests $1.5 Billion Into India’s Jio

KKR joins Facebook and Silver Lake Partners as the latest firm to invest in Jio Platforms, the digital arm of Indian conglomerate Reliance Industries.

China’s Online Grocery Missfresh Raising Nearly $500 Million

Online shopping got a huge boost after Covid-19 and investors are betting on several startups that compete with Alibaba.

SoftBank Investigated COO for Possible Ties to Money Laundering and Drug Cartels

The report, which cleared COO Marcelo Claure, suggests Vision Fund's Rajiv Misra was behind the investigation.

Luckin Coffee Faces Possible Delisting

Luckin plans to appeal the delisting motion from Nasdaq, which started the process after the Chinese online coffee-delivery company admitted making up sales.
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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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