China SOE reforms shift risk around financial system

China’s state-owned enterprises are seeing an uptick in financial performance, but new risks are emerging

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In this article

  • Supply-side reforms
  • Cutting industrial capacity
  • Corporate deleveraging
  • Improving weak links
  • Signs of improvement
  • The case of China Unicom
  • Redistributing risk
  • Double-edged sword
  • Debate over statistics
  • Effect on the financial system

What is this?

This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.