Robyn Mak

Financial columnist and editor at Reuters @Breakingviews; Asia tech and beyond. Opinions here are my own.

[Robyn Mak @mak_robyn]

The world may be underestimating the difficulty of loosening China's stranglehold on critical minerals. My latest for @Breakingviews

[Reuters Breakingviews @Breakingviews]

China strikes at West's softest rare-earths spot - @mak_robyn - https://t.co/6mIb8HG7gI

[Robyn Mak @mak_robyn]

The AI capex boom is fueling fears of a bubble in the U.S, but China’s problem might be not spending enough. My latest column for @breakingviews https://t.co/mOluYR2pYa

[Robyn Mak @mak_robyn]

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 https://t.co/WzpHJugfKn

[Robyn Mak @mak_robyn]

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
https://t.co/PtLnHNSluT

[Reuters Breakingviews @Breakingviews]

Breakingviews - China tech is running to stand still in AI race https://t.co/iZbdcdrXLm https://t.co/iZbdcdrXLm

[Julien Chaisse @JChaisse]

South Korea's move to challenge the $109M ruling in favor of Elliott reflects the deep-seated complexities of the 2015 Samsung merger saga. This prolonged battle sends a clear message about the high stakes of corporate governance in Korea.
https://t.co/aq7saM1RRh

[Reuters Breakingviews @Breakingviews]

Shein has filed for a US IPO. Read @mak_robyn's earlier column explaining how the company - which relies on Chinese supply chains - is threading the world’s trickiest geopolitical needle https://t.co/EOZlwHCL10

[Chris Miller @crmiller1]

Counting the cost of the Chip War. My new podcast with @mak_robyn @Breakingviews

https://t.co/wSwqJUPk9o

[Robyn Mak @mak_robyn]

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: https://t.co/ymKoCW1PyM #BVPredicts

[Robyn Mak @mak_robyn]

Striking chart showing how China's vaccination drive has come to a near standstill. No easy re-opening options now.

[Reuters Breakingviews @Breakingviews]

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 https://t.co/ULcNUG6SUg

[Robyn Mak @mak_robyn]

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: https://t.co/tvaWFRAuN0

[Foreign Policy Research Institute @FPRI]

Thanks to @mak_robyn for the review of #ChipWar by @crmiller1 and commentary on the #semiconductor industry's political/economic/military implications, read more here: https://t.co/EP2r7gsr1D

[Robyn Mak @mak_robyn]

What underpins American tech policy towards China today? My review of @crmiller1's informative and timely book "Chip War" via @breakingviews https://t.co/2qT0827Gpa

[Reuters Breakingviews @Breakingviews]

📖 review: @luluyilun's 'Influence Empire' describes how Tencent boss Pony Ma and his rivals grew so powerful that they drew Beijing's ire. Their humbling bodes ill for China's state-led innovation push, says @ywchen1 https://t.co/7vCueNYjkU

[Robyn Mak @mak_robyn]

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: https://t.co/9SKvzfbYAO

[Robyn Mak @mak_robyn]

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 https://t.co/P1hc1W8Fkr

[Robyn Mak @mak_robyn]

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.

[Reuters Breakingviews @Breakingviews]

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 https://t.co/X4TrvwbXTy

[Robyn Mak @mak_robyn]

As momentum for spinoffs, carveouts, breakups gain around the world, similar efforts to unlock value in South Korea are backfiring. My latest. https://t.co/VGkbdp0xO8

[Robyn Mak @mak_robyn]

JD actually grew market share/users while Alibaba's core retail business barely grew at all. Hard to blame this all on slowing consumption.

[Robyn Mak @mak_robyn]

Quarterly results from China's two e-commerce giants show their fortunes are diverging. @ywchen1 on why the smaller JD looks more resilient than its far larger rival Alibaba https://t.co/uhDcU6CFLb