Robyn Mak
Associate Editor at Reuters
Financial columnist and editor at Reuters @Breakingviews; Asia tech and beyond. Opinions here are my own.
Articles
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3 weeks ago |
jp.reuters.com | Robyn Mak
［香港 ４日 ロイターBREAKINGVIEWS］ - 韓国大統領選挙における最大の勝者は投資家かもしれない。半年にわたる政治の混乱は、革新系最大野党「共に民主党」の李在明前代表の勝利により終止符が打たれた。株式市場の活性化や、企業経営陣の説明責任のあり方にメスを入れることを公約を掲げた李氏は、有権者から負託を受け、韓国企業が市場で他国企業に比べて低く評価される「コリア・ディスカウント」の解消に本格的に取り組む。 ４９％余りの得票率で決定的勝利を収めた李氏は、米国の関税措置による影響への対応、脆弱な輸出依存型経済で低迷する国内需要の活性化など、山積する課題を抱えて就任する。それでも、左寄りの政権に対する期待を映し、韓国の主要株価指数ＫＯＳＰＩは今年に入り１２％上昇している。これは、李氏のより積極的な財政支出と政府主導の成長という、罷免された尹錫悦前大統領の減税や規制緩和とは異なるアプローチが一定程度寄与している。...
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3 weeks ago |
breakingviews.com | Robyn Mak
South Korea's President Lee Jae-myung delivers a speech after taking his oath during his inauguration ceremony at the National Assembly in Seoul on June 4, 2025. ANTHONY WALLACE/Pool via REUTERSHONG KONG, June 4 (Reuters Breakingviews) - Lee Jae-myung's victory in the presidential poll ends six months of political chaos. His strong mandate combined with fiery pledges to revitalise the stock market and hold company boards to account add momentum to official efforts to close the "Korea discount".
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3 weeks ago |
cincodias.elpais.com | Robert Cyran |Robyn Mak
El ritmo imparable de Nvidia ha agotado incluso a sus más fervientes seguidores. Sus últimos resultados trimestrales presentaron un asombroso crecimiento de los ingresos. Habría sido aún mayor si no fuera por las restricciones de la Administración Trump a la exportación de semiconductores a China. Sin embargo, esta vertiginosa expansión sufre un descuento en la valoración relativa.
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1 month ago |
reuters.com | Robyn Mak
HONG KONG, May 23 (Reuters Breakingviews) - Jensanity has descended on Taipei – and the feeling may be mutual. The term, used to describe how Nvidia (NVDA.O), opens new tab boss Jensen Huang is fawned over like a rockstar, was on full display this week while he was in the city for its annual Computex trade show.
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1 month ago |
breakingviews.com | Robyn Mak
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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
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 https://t.co/9uSqI40uTR
RT @Breakingviews: Breakingviews - China tech is running to stand still in AI race https://t.co/iZbdcdrXLm https://t.co/iZbdcdrXLm
