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Shai Oster

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Articles

Harvard Endowment Mulls Reducing China Exposure Amid Wider Doubts

The university is among institutional investors reconsidering putting money into China-focussed private equity funds.

Amazon to Appeal New York Union Victory 

In a court filing, the e-commerce giant accused union organizers of intimidating employees to force them to vote in favor of the union.

Samsung Quarterly Profit Tops Estimates

Preliminary first quarter earnings increased 50% to about $11.6 billion on strong demand for its smartphone and server memory chips.

JD.com Founder Steps Away From Role as CEO

Richard Liu will retain his title of chairman while company president Xu Lei takes over as CEO and get a seat on the board.

Warren Buffett’s  Berkshire Hathaway Takes 11% Stake in HP

Share in the computer company soared 10% after news of the stake came out.
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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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