Shuli Ren
@shuli_ren
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Following
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A yogi wannabe. Bloomberg Opinion columnist @opinion. All views are my own.
Joined August 2013
Remember China’s DeepSeek moment? China had moments like that in biotech and defense in 2025, too, @shuli_ren explains. That’s why underestimating the country is a huge mistake 🎥
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China was left for dead at the onset of 2025, writes @shuli_ren. How did everyone get it so wrong?
bloomberg.com
The country, left for dead at the onset of 2025, turns out to be the only other economic superpower that matters
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Christmas without ham? Not on @JavierBlas' watch. It’s a first-world problem — but also a wake-up call 🎥
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Traveling in China is becoming trendy, as @shuli_ren discovered on a recent trip. Consumers have a lot of power (via @opinion)
bloomberg.com
Live streamer iShowSpeed, who has more than 46 million followers on YouTube, made quite a stir earlier in the year visiting China. His fans watched as 20-year-old Darren Watkins Jr., an American...
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Traveling in China is becoming trendy, as @shuli_ren discovered on a recent trip. Consumers have a lot of power
bloomberg.com
Live streamer iShowSpeed, who has more than 46 million followers on YouTube, made quite a stir earlier in the year visiting China. His fans watched as 20-year-old Darren Watkins Jr., an American...
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Free to read! China Vanke is in a tussle with its yuan bondholders over a repayment extension plan. I argue why creditors need to push Vanke into a default now. For @opinion
bloomberg.com
Companies thrive and fail, and this is the natural evolution of business cycles. What’s unnatural, however, is a zombie firm that erodes investors’ interests over time.
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Imagine creditor-on-creditor crime, @shuli_ren writes. As Vanke slides into financial distress, its largest shareholder is in land-grabbing mode (via @opinion)
bloomberg.com
Companies thrive and fail, and this is the natural evolution of business cycles. What’s unnatural, however, is a zombie firm that erodes investors’ interests over time.
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Imagine creditor-on-creditor crime, @shuli_ren writes. As Vanke slides into financial distress, its largest shareholder is in land-grabbing mode
bloomberg.com
Companies thrive and fail, and this is the natural evolution of business cycles. What’s unnatural, however, is a zombie firm that erodes investors’ interests over time.
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Investors are questioning OpenAI's dominance following the release of Alphabet's Gemini 3 to rave reviews, writes @shuli_ren (via @opinion)
bloomberg.com
As investors start to take sides in the AI race, Sam Altman’s buddies are getting burned.
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Investors are questioning OpenAI's dominance following the release of Alphabet's Gemini 3 to rave reviews, writes @shuli_ren
bloomberg.com
As investors start to take sides in the AI race, Sam Altman’s buddies are getting burned.
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Free to read! As investors start to take sides in the AI race, OpenAI’s business partners SoftBank and Oracle are losing their AI halo. My latest for @opinion
bloomberg.com
As investors start to take sides in the AI race, Sam Altman’s buddies are getting burned.
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The dizzying AI debt issuance could do with some moderation, @shuli_ren says (via @opinion)
bloomberg.com
With corporate bond spreads widening and Oracle Corp.’s credit default swap spiking to a multi-year high, Wall Street is getting worried that a flood of debt sales from Big Tech is overwhelming...
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The dizzying AI debt issuance could do with some moderation, @shuli_ren says
bloomberg.com
With corporate bond spreads widening and Oracle Corp.’s credit default swap spiking to a multi-year high, Wall Street is getting worried that a flood of debt sales from Big Tech is overwhelming...
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Free to read! AI hyperscalers’ flood of bond issues is raising concerns that they will overwhelm buyers and blow up credit markets. My latest for @opinion
bloomberg.com
With corporate bond spreads widening and Oracle Corp.’s credit default swap spiking to a multi-year high, Wall Street is getting worried that a flood of debt sales from Big Tech is overwhelming...
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Michael Burry’s subprime mortgage market call earned him wealth and fame, @shuli_ren says. That doesn't make him an oracle
bloomberg.com
Michael Burry, star of The Big Short, is too famous for his own good.
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Michael Burry’s subprime mortgage market call earned him wealth and fame, @shuli_ren says. That doesn't make him an oracle (via @opinion)
bloomberg.com
Michael Burry, star of The Big Short, is too famous for his own good.
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Free to read! It’s healthy to ask if an AI bubble is forming. But don’t read SoftBank’s Nvidia sale as a market top. My latest for @opinion
bloomberg.com
Masayoshi Son, who runs the world's biggest venture capital fund, is making waves again.
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Creditors are still demanding extra yield to fund the AI infrastructure buildout, writes @shuli_ren. That's a good sign
bloomberg.com
As a debt-fueled AI investment boom takes off, especially in cloud and data centers, many are worried that a tech bubble is forming in the global economy.
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Creditors are still demanding extra yield to fund the AI infrastructure buildout, writes @shuli_ren. That's a good sign (via @opinion)
bloomberg.com
As a debt-fueled AI investment boom takes off, especially in cloud and data centers, many are worried that a tech bubble is forming in the global economy.
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Free to read. When we talk about whether there is an AI bubble, we can look to bond market for clues. In this column, I look at 3 metrics. For @opinion
bloomberg.com
As a debt-fueled AI investment boom takes off, especially in cloud and data centers, many are worried that a tech bubble is forming in the global economy.
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