Analyse Asia with Bernard Leong

The State of China in 2021 with Shai Oster

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Jan 2, 2022
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INSIGHT

Regulation Reshaped China Tech

  • China used regulatory power in 2021 to reshape entire tech sectors and erase massive market value.
  • The regulatory sweep was far broader and deeper than most analysts expected.
INSIGHT

Antitrust Driven By Social Goals

  • China used antitrust and new rules to break up or constrain big tech's business structures and consumer harms.
  • Measures like limiting youth gaming show the regulators will enforce social goals aggressively.
ANECDOTE

Didi IPO As Catalyst

  • Shai describes the Didi IPO fallout as a catastrophic, self-inflicted event with wide collateral damage.
  • He compares it to an extreme, public misstep that burned investor confidence across the sector.
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