Fergus Naughton

Senior Analyst, China Research
+86 10 5960 3315

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Recent China research

* China Perspective: Communist Party Congress - The flaws in Xi’s world order, Jonathan Fenby, 16 Oct 2017
* China Watch: Pressure on housing sales to grow, Bo Zhuang, Jonathan Fenby, Jon Harrison, 12 Oct 2017
* China Perspective: Communist Party Congress - All Xi’s men, Trey McArver, 10 Oct 2017
* China Watch: China’s new growth paradigm, Larry Brainard, Bo Zhuang, Trey McArver, 5 Oct 2017
* China Perspective: Communist Party Congress - What to expect from Xi’s power show, Jonathan Fenby, 4 Oct 2017

See all our China research >>

China Reform Monitor: SOE reform faces hurdles ahead of October Plenum but some mergers go through

Overview

China’s State Council announced last month its highly anticipated guidelines for reform of the country’s market-dominating state-owned enterprises (SOEs). The reception was very mixed, and mainly disappointing, as the guidelines give little elucidation of the government’s reform plans first announced in 2013. After the summer’s stock market turmoil and then currency uncertainty against the background of a still slowing economy, we expect that the central leadership will maintain its...

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