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Navigating the Complexities of SOEs in Emerging Markets

Nicholas Borst, Paul Espinosa, and Andrew Foster explain that when evaluating emerging market companies, state control matters, more so than state ownership.  Andrew outlines “exception” cases in which it can make sense to invest alongside a state control party, but explains that he wants to see state control decline over time, as more commercially oriented actors take greater control. 

SOE Reform in China – Implications for Policymakers and Investors

State-owned Enterprises and Investing in China