China Market Intelligence

January 6th, 2016
Pianpian Huang

Woeful performance data from China’s state-owned enterprises (SOEs) may be increasing calls for reform, but a recent policy package does not appear to address fundamental issues around governance and market orientation, despite the accompanying rhetoric.

Total debts at China's state-owned enterprises (SOE) rose 18.2 percent to 78.31 trillion yuan ($12.24 trillion) and profit dropped 9.5 percent to 2.04 trillion yuan ($320 million) from January to November 2015...

June 24th, 2015
Jake Laband and Owen Haacke

A strong Chinese Communist Party (CCP) hand guiding state-owned enterprise (SOE) management was a central message emerging from recent meetings of the State Council Leading Group on Comprehensively Deepening Reform, China’s high-level interagency group charged with guiding China’s ongoing reform efforts. The meetings on June 5 emphasized the importance of addressing corruption issues while seeking to create “bigger, stronger, and better” SOEs that remain firmly under government control, and...