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CHINA 2000

September Edition


WTO - The Fat Lady hasn’t sung – yet!

It is still not certain that China will become a member of the WTO by the end of this year. There may be some slippage in the timetable.  The two major issues outstanding are China’s concerns about the impact of WTO accession on the rural economy and the WTO’s technical requirements.

The bilateral negotiations have been completed but there is still some tough talking to do at WTO Headquarters in Geneva as negotiations proceed to produce the document that will define the framework within which China will implement the commitments it has undertaken.  Problems could arise because in the last round of talks China tried to reverse some of the earlier concessions it had made on agricultural imports.   China has sacrificed the short-term interests of its agriculture to secure concessions for its urban industry and some officials would like to re-negotiate the agreement.  The situation facing the government is difficult as there is a serious problem in the countryside due to the backward state of agriculture and depressed prices for agricultural products.  There have been press reports of rural unrest and even local rioting and officials want to re-negotiate that part of the agreement that removes agricultural protection.  They will almost certainly be unsuccessful but could delay the accession process. 

The second hurdle to be overcome is the sheer volume of paperwork that the Chinese government must submit, setting out in detail how its WTO commitments will be met.  If all documentation cannot be completed on time or if the WTO is not satisfied with what has been submitted (a far more likely outcome), accession could be delayed.  Indeed, we would not be surprised if it were to be postponed until March 2001.

 A Matter of Timing

Most senior company executives are convinced of the long-term potential of the People’s Republic of China as a market for their products or services.  On the other hand, they are also aware that China is an emerging economy and that the market for many products and services is underdeveloped. But China is changing rapidly and for some companies in some sectors it may already be too late. 

We recently heard some news about a UK company for which we undertook some market research in China a couple of years ago.  One of the conclusions that our research reached was that the Chinese manufacturers in our client’s low-tech industry were rapidly accumulating experience, expertise and equipment which would enable them to challenge for markets world-wide with products that could be manufactured in China for a fraction of the cost in UK. 

We recommended the company to establish a manufacturing presence in China, either a contractual or equity joint venture.  Regrettably our client chose not to follow our advice and we have recently heard that the company has run into serious financial problems because it has lost much of its export and domestic market to more far-sighted competitors who are having products manufactured in China.  The future for this company does not look bright! 

China is a place where it is important to get your timing right.  It can be an expensive place to operate in and companies are understandably reluctant to invest time money and effort if the market is too small to generate sufficient revenue.  However, it is preferable to be too early rather than too late.  If you are too early you might spend money unnecessarily, if you are too late it could kill your company!

Entertainment to be taxed more

 One of the consequences of China’s accession to the WTO is that it will have to modify its tax system.  The Chinese government is using this opportunity for revision to broaden its tax base. Government revenue as a proportion of GDP is low and over the past twenty years it has declined from 28.45% to 12%, just about half the level of other emerging market economies. 

Of most concern to foreign investors is the fact that the tax privileges granted to joint ventures and those companies, which have established themselves in the Special Economic Zones, will be phased out. Perhaps of more concern to the individual businessman or woman is that new consumption taxes on luxury goods and services are being introduced.  Taxes of up to 20% will be levied on bills at restaurants, nightclubs, karaoke bars, massage establishments (not that this will concern us!) and other entertainment businesses. Among products to be taxed at a varying rate of up to 45% are cigarettes, wine, cosmetics and jewellery.

 Interest Rates to be Freed 

China a expects gradually to liberalise interest rates over the next three years.  Initially interest rates on foreign currency deposits will be liberalised so that they follow interest rate changes abroad and the market will also decide interbank interest rates. 

There will be more flexibility in lending rates in rural areas to stimulate the rural economy, to be followed by those in urban areas.  Alas for the poor Chinese saver, deposit rates will be the last to be liberalised. Once the liberalisation is completed, China will control its money supply through the sales and purchase of bonds in open-market operations in a manner very similar to the developed countries.