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Analyse Asia

Dec 14, 2022

"If you look at over 30 years, China equities have returned zero, basically gone up and gone back down to where it was 30 years ago.  It was shocking. So the other thing that is hard to believe, I think we're entering a period of even greater uncertainty now than where we were six months to a year ago. Opening up is a huge gamble. the markets are rallying right now -- 'yay China is opening!' -- but at what cost?" - Shai Oster


Fresh out of the studio, Shai Oster, Asia Bureau Chief from The Information, returned for the 5th time in a row for his annual review of China for the year 2022. Shai started the grading of his predictions last year and dive deeper into Sequoia China's current status, and potential tech IPOs of Chinese companies: Bytedance, Ant Financial and Didi. He examined how Apple and Tesla will navigate China in the midst of tensions between China and the United States. Last but not least, he gave his predictions on China tech for the year 2023.


Podcast Information: The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited only in audio format by G.Thomas Craig (@gthomascraig, LinkedIn).