from Breakingviews:

Review: The worst of both Mao and markets

By Guest Contributor
October 17, 2014

By Edward Chancellor

The author is a financial historian, journalist and investment strategist. The opinions expressed are his own.

from Breakingviews:

CITIC goes slowly on reform with $5.1 bln placing

May 15, 2014

By Una Galani 

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from Global Investing:

Value or growth? The dichotomy of emerging market shares

November 5, 2013

Investors in emerging markets are facing a tough choice. Should one buy cheap shares in the hope that poor corporate governance and profitability will improve some day? Or is it better to close one's eyes and buy into expensively valued companies that sell mobile telephones, holidays and handbags -- all the things high-spending emerging market consumers hanker after?

from Breakingviews:

Dividend reform won’t fix China SOE money-go-round

February 6, 2013

By John Foley

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Breakingviews:

SOEs could be China’s economic vampire squid

November 13, 2012

By John Foley

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Investing:

Can Eastern Europe “sweat” it?

December 20, 2011

Interesting to see that Poland wants to squeeze out more income from its state-owned enterprise (SOE) sector in the face of slowing economic growth and financing pressures.

from Financial Regulatory Forum:

Banks uneasy over report China state companies assert right to default on derivatives trades

By Reuters Staff
August 31, 2009

By Eadie Chen and Chen Aizhu
BEIJING, Aug 31 (Reuters) - A report that Chinese state-owned companies will be allowed to walk away from loss-making commodity derivative trades provoked anger and dismay among investment bankers on Monday as they feared it may set a damaging precedent.