August 2nd, 2017
China’s rising debt levels concern investors and banking authorities, but regulators are becoming increasingly active in passing policies aimed at controlling debt and managing risks to the economy. While some analysts are cautious about China’s rising debt, others remain optimistic about the government’s ability to manage the issue.
January 25th, 2017
Limited progress on State Owned Enterprise (SOE) reform continues to undermine US industry’s confidence in China’s policy direction, but recent announcements limiting SOE outbound investment might be beneficial.
January 6th, 2016
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.
September 16th, 2015
The State Council’s long-awaited framework for reforming China’s state-owned enterprises (SOEs) marks limited progress on areas of SOE reform such as mixed ownership, asset management, and SOE classification.
