SOEs and Soft Incentive Constraints in State Bank Lending

A-Tier
Journal: American Economic Journal: Economic Policy
Year: 2023
Volume: 15
Issue: 1
Pages: 174-95

Authors (4)

Yiming Cao (not in RePEc) Raymond Fisman (Boston University) Hui Lin (not in RePEc) Yongxiang Wang (not in RePEc)

Score contribution per author:

1.005 = (α=2.01 / 4 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

We study how Chinese state bank managers' lending incentives impact lending to state-owned enterprises (SOEs). We show lending quantity increases and quality decreases at month's end, indicating monthly lending targets that decrease lending standards. Increased quantity comes from both SOEs and private lending, whereas decreased quality is from only SOEs, which continue to receive loans even after prior defaults (particularly at month's end). We suggest that SOE lending may thus be beneficial for state bank managers, who lend to delinquent state enterprises to meet targets, which in turn may exacerbate SOEs' soft budget constraints.

Technical Details

RePEc Handle
repec:aea:aejpol:v:15:y:2023:i:1:p:174-95
Journal Field
General
Author Count
4
Added to Database
2026-01-25