Mr. Sumner has some pretty clear systemic assumptions toward government spending on infrastructure. This article seems to agree with both aspects, without conflicting with either, however.

The Chinese government /is/ opening up new opportunities for non-Chinese companies to provide infrastructure, in order to further cover land development. But they're doing so at least in part because urbanization is slowing and these investments are perceived locally as higher-risk to already risk-heavy banks, and foreign investors are likely to be more adventurous or to lack information.