Robyn's Feed
Dec 18, 2014

China’s superlative growth looks hard to sustain

(The authors are Reuters Breakingviews columnists. The opinions
expressed are their own.)

By Peter Thal Larsen and Robyn Mak

HONG KONG, Dec 19 (Reuters Breakingviews) – How fast will
China’s economy grow over the next two decades? Most economists
predict that the People’s Republic will expand at a rate not
much lower than it has achieved in the past. Viewed in global
terms, that assumption looks a stretch. A new Breakingviews
calculator shows why.

Dec 16, 2014
via Breakingviews

Xiaomi founder weaves a tangled web of investments

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By Robyn Mak

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Behind China’s hottest smartphone company Xiaomi sits founder Lei Jun. Behind him sits an increasingly tangled web of investments. The recent creation of a $32 million investment fund offers insight into Lei’s empire. Xiaomi, currently fighting a patent battle in India, is rapidly attracting more attention outside its home market. If the handset maker’s eventual goal is a stock market listing, more simplicity may be useful.

Dec 12, 2014

Xiaomi growth loses its shine with India ban

(The author is a Reuters Breakingviews columnist. The opinions
expressed are her own.)

By Robyn Mak

HONG KONG, Dec 12 (Reuters Breakingviews) – A patent dispute
has forced a retreat for China’s top smartphone brand. The
stakes are high because Indian demand for low-end phones could
be huge. Xiaomi can probably pay up and start selling again, but
patent fees will squeeze margins, and in turn the company’s
valuation.

Nov 20, 2014
via Breakingviews

China great wall of content could be more than fad

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By Robyn Mak

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

China’s tech giants are racing to build a great wall of content. Smartphone maker Xiaomi and e-commerce group Alibaba have channeled billions of dollars into programming for internet TV. It could be more than a fad. If viewers pay up, content can bring in revenue streams more stable and lucrative than ad dollars and one-off hardware sales. For investors, that’s something worth tuning in to.

Nov 13, 2014
via Breakingviews

Tencent’s mobile boom is more than just games

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By Robyn Mak

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

Tencent looks to have more than just games in its war chest. The unexpected drop in revenue from mobile gaming that dented the Chinese internet giant’s third quarter looks temporary. However, slowing user growth for its popular WeChat mobile chat app is putting pressure on the group to find new sources of income. The jump in advertising revenue suggests it has more tricks up its sleeve.

Nov 12, 2014
via Breakingviews

Chinese flirt app seeks undiscerning IPO investors

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By Robyn Mak

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

China’s latest tech initial public offering looks like a date from hell. Social network Momo has a fast growing user base and puts a flirtatious twist on location-based chat apps. But a recent history of widening losses and very peculiar governance risks suggest investors should commit at their own risk.