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Shai Oster

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Articles

Judge Dismisses D.C. Antitrust Suit Against Amazon

The office of the Washington D.C. attorney general said it was considering an appeal of the ruling.

China Tech Stocks Rebound After Record Rout

Shares in Alibaba and Tencent were among the best performers as investors saw a bargain despite overhanging geopolitical and regulatory issues.

China Tech Stocks Continue to Slide as JPMorgan Says Some Are “Uninvestable”

The Nasdaq Golden Dragon China Index, which tracks American depository receipts of Chinese companies, has fallen 75% from its peak.

GoTo Plans Indonesia IPO Valuing Ride Hailing and E-Commerce Firm at $29 Billion

The firm, formed by the merger of Gojek and Tokopedia, aims to raise as much as $1.26 billion from a domestic stock listing.

Foxconn in Talks to Build $9 Billion Factory in Saudi Arabia

The Apple supplier is looking at building a factory that would make microchips and parts for electric vehicles.
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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
The Information
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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