Pekingology Reshaping Corporate China
4 snips
Aug 25, 2023 In this episode, Thomas Gatley discusses his report on reshaping corporate China. They analyze winners and losers during the profit shock, the challenges faced by private and state-owned enterprises in the real estate sector, and the regulatory tightening that hinders investors from investing in new Chinese stocks. They also explore the changes in China's industrial policy since 2020.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Analyzing China's Corporates and the Impact of Industrial Policy
02:43 • 16min
Retained Earnings and Winners During the Profit Shock
18:30 • 2min
Private and State-Owned Enterprises in China: Challenges and Impact on Real Estate Sector
20:19 • 8min
The Shock to Corporate China's Ability to Raise Capital
28:07 • 8min
Intensification of Industrial Policy in China
36:30 • 17min