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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.

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. reuters.com/breakingviews/…

As momentum for spinoffs, carveouts, breakups gain around the world, similar efforts to unlock value in South Korea are backfiring. My latest. breakingviews.com/considered-vie…

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.

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 Reuters Breakingviews reuters.com/breakingviews/…

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: reuters.com/breakingviews/…

📖 review: Lulu Yilun Chen'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 Yawen Chen reut.rs/3dE1rEe

What underpins American tech policy towards China today? My review of Chris Miller's informative and timely book "Chip War" via @breakingviews reuters.com/breakingviews/…

Thanks to Robyn Mak for the review of #ChipWar by Chris Miller and commentary on the #semiconductor industry's political/economic/military implications, read more here: ow.ly/Lvon50KYfVs

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 Reuters Breakingviews: reut.rs/3VkrZeA

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

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: reut.rs/3X39yLM #BVPredicts

Counting the cost of the Chip War. My new podcast with Robyn Mak Reuters Breakingviews breakingviews.com/breakingviews-…

Shein has filed for a US IPO. Read Robyn Mak's earlier column explaining how the company - which relies on Chinese supply chains - is threading the world’s trickiest geopolitical needle tinyurl.com/mw5hchp9

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. reuters.com/breakingviews/…

Breakingviews - China tech is running to stand still in AI race reut.rs/48XGhs9 reut.rs/48XGhs9

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 Reuters Breakingviews reuters.com/breakingviews/…

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 reuters.com/breakingviews/…