CKGSB Survey Shows Sharp Earnings Divergence Between Private and State-Owned Enterprises in China
The CKGSB Investor Sentiment Survey for Q1 2026 highlights a significant earnings divergence between private enterprises (up 22.5% YoY) and state-owned enterprises (down 14.5% YoY). Strategic emerging companies also outperformed traditional industries, signaling structural shifts in China's equity market.
Topics: China equity market corporate performance investor sentiment private enterprises state-owned enterprises