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China’s Belt and Road: Down but not Out
Lending under China's Belt and Road Initiative has slowed in recent years but the drop is not as steep as some recent research suggests and we expect the project to continue and evolve in the years ahead
Research
Rhodium Group’s China practice uses an integrative, multidisciplinary approach to produce unique insights into China’s economy. We leverage our proprietary datasets and decades of experience to produce incisive analysis of China’s investment flows, market and policy directions, and economic and business cycles.
Find a selection of our research below. For more information about our research services, please contact us.
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Showing 111 – 120 of 256 total results
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Credibility in the Balance
The credibility of government guarantees to support a wide range of China’s financial assets and companies is hanging in the balance as corporate bond defaults rise.
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What to Expect from China’s New Five-Year Plan
Beijing’s upcoming Communist Party conclave will discuss the 14th Five-Year Plan, covering economic targets for the first half of the next decade.
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Five Keys to a Transatlantic Agenda on China
We lay out five areas where change will be needed on both sides of the Atlantic in order for the US and Europe to come together on one of the biggest challenges of the 21st century: managing the rise of China.
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Seeking Relief: China’s Overseas Debt After COVID-19
The global economic downturn triggered by COVID-19 has reignited questions about the sustainability of China’s overseas lending and how Beijing will respond to the many countries struggling to manage their external debt obligations
Report
Exploring a ‘Green List’ for EU-China Economic Relations
This study aims to strip the geopolitical emotion out of the decoupling debate and provide a fact-based, transparent framework for assessing which areas of the EU’s trade, investment and broader economic relationship with China are benign
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Evergrande and China’s Debt Dilemma
Even if Beijing can figure out how to alleviate the immediate pressure on Evergrande, China's largest property developer, the problems related to China’s excessive debt and credit growth in recent years will not go away
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The China Economic Risk Matrix
China’s financial system has served as the shock absorber that has helped China’s economy recover from the virus outbreak and maintain growth. But the same elements have also pushed China’s financial system deep into systemic financial risks.
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Two Way Street – US-China Investment Trends – 1H 2020 Update
Fallout from the COVID-19 pandemic and rising political tensions between Washington and Beijing pushed two-way capital flows between the US and China to a 9-year low of $10.9 billion in the first half of 2020
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The China Dashboard – Summer 2020
It is the most important question for one of the world’s most important economies: is China carrying out the economic reform program it laid out in 2013? The China Dashboard tracks progress across 10 key policy clusters
