[adrianratnapala]

I'd guess that it will make those companies into somewhat more corrupt, in-efficient and state-run than they currently are, but that the change will be incremental. So I expect these companies to still take the world by storm.

[Retric]

They effectively have access to unlimited capital and cheap labor due to Chinese asset bubble. Yet, their penetration outside of China is still extremely limited.

That's not a great sign for the long term as over the next 30 years a new set of Party members are going to want to enrich their family and will use whatever means nessisarily to do so.