Fergus Naughton

Senior Analyst, China Research
+86 10 5960 3315

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Recent China research

* China Watch: Resilience as headwinds are building, Michelle Lam, Trey McArver, Jon Harrison, 17 Aug 2017
* China Perspective - Korea, China, US: Edging towards Brink, Jonathan Fenby, 14 Aug 2017
* China Watch: Why the growth path will be bumpier after the Party Congress, Bo Zhuang, Jon Harrison, Trey McArver, 10 Aug 2017
* Korean crisis grows more dangerous, Jonathan Fenby, 9 Aug 2017
* China Watch: Corporate earnings recovery boosts sentiment, Bo Zhuang, Larry Brainard, Trey McArver, 3 Aug 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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