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Thirty Years, Zero Net Return
- China equities have effectively returned to where they were 30 years ago, producing near-zero real gains over the period.
- Shai Oster warns reopening brings more uncertainty despite market rallies celebrating 'China opening.'
Relocating Gave New App Access
- Shai Oster relocated from Hong Kong to Bangkok and now uses more China apps there than before.
- He notices strong Chinese brand presence locally, including Huawei, Oppo and Chinese EVs popping up on roads.
Multi-Platform Sourcing Works Remotely
- Reporters still use LinkedIn, WeChat, Telegram, Signal and WhatsApp to reach China sources despite travel limits.
- Physical access matters less once borders reopen because cheap flights make travel between regional hubs easy.