2min chapter

Fidelity Answers: The Investment Podcast cover image

The Investor's Guide to China: Japanification (#24)

Fidelity Answers: The Investment Podcast

CHAPTER

Adaption of SOEs to Modern Valuation System and Increased Investment in R&D

This chapter explores how Chinese State-Owned Enterprises (SOEs) are adjusting to the modern valuation system by drawing inspiration from Japan's balance sheet recession and revaluation. It highlights the update made by SaaSAC, the administrative agencies for SOEs in China, to their KPI system, emphasizing net profit and ROE, and showcases the increased investment in R&D by both SOEs and private companies, resulting in innovative products, technologies, and improved product margins.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode