Four major investment themes for 2015(2)

SOE REFORM

A series of plans to diversify the ownership of the country's state-owned enterprises (SOEs) will be formulated this year, deputy director of the National Development and Reform Commission (NDRC) Mu Hong said on March 7.

Essence Securities expects a surge of mergers and acquisitions, as well as restructuring among China's SOEs, which is a priority on the country's reform agenda.

"Local governments' direction in reforming SOEs is asset securitization, judging from the pilot programs," a research report from Founder Securities said.

INTERNET PLUS

The "Internet Plus" action plan, which was unveiled in the 2015 government work report, aims to support the integrated development of cloud computing with the Internet of Things, big data and mobile Internet, and to foster the artificial intelligence industry.

The development of the ChiNext board, which tracks China's NASDAQ-style board of growth enterprises, and the New Three board, a national equity exchange platform for non-listed medium and small-sized companies, could drive investment in innovation-related sectors, promoting entrepreneurship and Internet-driven industries.