Shai Oster | China & Southeast Asia's Tech Investment Landscape
The Negotiation23 Sep 2023

Shai Oster | China & Southeast Asia's Tech Investment Landscape

In this episode of The Negotiation, we are excited to be joined by Shai Oster, a Pulitzer Prize-winning journalist who recently served as Asia Bureau Chief for The Information. Shai previously worked at the Wall Street Journal and Bloomberg, with postings spanning China, Europe, and the U.S. He's now working as an independent strategy and communications consultant based out of Bangkok.

In our conversation with Shai, we dive into various topics related to China's economy, the tech industry, and investment flows. We explore different sectors in China, such as biotech, clean tech, and semiconductors. We also talk about the rise of electric vehicles in China, the success of Chinese auto exports, and how that’s playing out on the ground in places like Bangkok.

We conclude our conversation by looking at the platform economy in Southeast Asia, including a breakdown of the e-commerce, food delivery, and digital payment ecosystem in Thailand.

Topics Discussed and Key Points:

Economic changes in China

The current state of China's tech industry

Challenges in the IPO market

The rise of Chinese electric vehicles

Chinese investment in Thailand's EV industry and the international expansion of Chinese automakers

Electric vehicle adoption's impact on electricity prices and household grids

The dominance of Lazada and Shopee in Southeast Asia e-commerce

Importance of payments infrastructure and role of banks

Comparison of payment processes in China and the US

Key players in the e-commerce and food delivery sectors in Thailand

Lack of consolidation in the Thai market and the potential impact of subsidy wars

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