Robyn's Feed
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.