Nelle ultime settimane due report hanno attirato la mia attenzione. Uno, il più recente, è del Fondo Monetario Internazionale ed è un'analisi della stabilità del sistema finanziario cinese.
Il secondo, che allego qui di seguito, è uno studio effettuato dalla Capital Trade, società di consulenza economica di Washington, per la US-China Economic and Security Review Commission. 
La Capital Trade ha svolto una ricerca sulla struttura del sistema economico con una particolare attenzione al ruolo che lo Stato svolge nell'economia cinese, un ruolo tutt'ora primario. La società di Washington, difatti, stima che tra il 40 ed il 50% del PIL cinese sia di fatto controllato dallo Stato.

"The state sector in China consists of three main components. First, there are enterprises fully owned by the state through the State‐owned Assets and Supervision and Administration Commission (SASAC) of the State Council and by SASACs of provincial, municipal, and county governments. Second, there are SOEs that are majority owners of enterprises that are not officially considered SOEs but are effectively controlled by their SOE owners. Finally, there is a group of entities, owned and controlled indirectly through SOE subsidiaries based inside and outside of China. The actual size of this third group is unknown. Urban collective enterprises and government‐owned township and village enterprises (TVEs) also belong to the state sector but are not considered SOEs.
The state‐owned and controlled portion of the Chinese economy is large. Based on reasonable assumptions, it appears that the visible state sector—SOEs and entities directly controlled by SOEs, accounted for more than 40 percent of China’s nonagricultural GDP. If the contributions of indirectly controlled entities, urban collectives, and public TVEs are considered, the share of GDP owned and controlled by the state is approximately 50 percent (…)."
 

An Analysis of State-Owned Enterprises and State Capitalism in China