Robyn Mak
@mak_robyn
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Financial columnist and editor at Reuters @Breakingviews; Asia tech and beyond. Opinions here are my own.
Hong Kong
Joined May 2012
China's DeepSeek is grabbing all the headlines now, but the country has been quietly racking up some important wins in AI. My latest via @breakingviews: How China can keep pace in the global AI race
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China's Alibaba was once worth more than Amazon and Facebook. How did a company once seen as a consumer and technological bellwether for the world’s second-largest economy lose its shine? My latest for @Breakingviews
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RT @JChaisse: South Korea's move to challenge the $109M ruling in favor of Elliott reflects the deep-seated complexities of the 2015 Samsun…
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RT @Breakingviews: Shein has filed for a US IPO. Read @mak_robyn's earlier column explaining how the company - which relies on Chinese supp…
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How to write predictions amid a war and pandemic? Forecasting is no longer a simple pursuit, so this year we laid out scenarios for 2023, ranging from the chip war, interest rates, corporate deals, breakups and more. Check it out here: #BVPredicts
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Striking chart showing how China's vaccination drive has come to a near standstill. No easy re-opening options now.
China's protests will pressure Beijing to ease strict lockdowns. Yet some 27 mln elderly are unjabbed and they face a shortage of hospital beds. These failures are quickly narrowing the country's reopening options, says @ywchen1
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For all the talk about tech decoupling, Chinese chipmakers could end up even more intertwined in supply chains. My latest take on the U.S. export controls via @Breakingviews:
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RT @FPRI: Thanks to @mak_robyn for the review of #ChipWar by @crmiller1 and commentary on the #semiconductor industry's political/economic/…
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What underpins American tech policy towards China today? My review of @crmiller1's informative and timely book "Chip War" via @breakingviews
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RT @Breakingviews: 📖 review: @luluyilun's 'Influence Empire' describes how Tencent boss Pony Ma and his rivals grew so powerful that they d…
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Samsung's #NetZero target looks unambitious next to tech global peers like Apple. My latest on why it's not entirely the company's fault:
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All eyes will be on TSMC in Taiwan today. But a mainland Chinese chipmaker's $1.6 bln Shanghai IPO warrants attention too. A lot is at stake for Hygon, AMD's Chinese JV partner, to strike out on its own. My latest via @Breakingviews
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I was a mega Jay Chou fan growing up, but his mother's butter-coffee IPO? Not so much. One of the most bizarre deals I've written about.
Star Plus Legend banks on the founder's pop-star son, Jay Chou, hawking "bulletproof" coffee. But Beijing's crackdown on celebrity influence threatens $57 mln of revenue. Using consumers as a sales force raises another red flag, says @mak_robyn
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As momentum for spinoffs, carveouts, breakups gain around the world, similar efforts to unlock value in South Korea are backfiring. My latest.
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JD actually grew market share/users while Alibaba's core retail business barely grew at all. Hard to blame this all on slowing consumption.
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The cost of doing business in the People’s Republic isn’t just going up – it’s fundamentally changing. My latest on common prosperity pledges, higher taxes and more.
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How did Kuaishou's market cap go from $200 bln-plus to $40 bln in just six months? My latest on what may be China tech's shortest-lived flash in the pan.
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