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The Biden-Trump China Toughfest
As the US presidential election nears, profound foreign policy questions hang in the air. The debate for the cameras has been who is tougher on China. That is political theater, not the question that matters.
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 121 – 130 of 256 total results
Report
The China Dashboard – Spring 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
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Who’s Buying Whom? COVID-19 and China Cross-Border M&A Trends
The COVID-19 pandemic depressed equity values around the globe, triggering fears of a distressed asset buying spree by Chinese companies. Several months into the pandemic, however, the data tell a different story. There are no signs of a Chinese outbound investment boom. Instead, takeovers are headed in the other direction: into China
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COVID-19 and China’s Household Debt Dilemma
Economic fallout from the COVID-19 outbreak now threatens to intensify the financial risks arising from the increase in Chinese household borrowing, with implications for financial stability, consumption growth, and the broader economy
Report
Two-Way Street – US-China Investment Trends – 2020 Update
The US-China Investment Project clarifies trends and patterns in two-way investment flows between the world’s two largest economies.
Note
Booster or Brake? COVID and the Belt and Road Initiative
As the COVID-19 pandemic thrashes the global economy, a key question is how outbound financing for China's Belt and Road Initiative will be affected. Three short-term dynamics are clear.
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Deconstructing the Virus Impact: How China’s Recovery Will Unfold
Rhodium’s China Activity Tracker (R-CAT) sheds light on how the economy paused and how it will restart by tracking production volumes across the industrial spectrum and in key industries.
Report
Chinese FDI in Europe: 2019 Update
A new report by Rhodium Group and MERICS looks at Chinese investment in the European Union in 2019 and highlights an increase in R&D collaboration between Chinese firms and European entities as FDI barriers rise.
Note
Buying the Dip? China’s Outbound Investment in 2020
While COVID-19 weighed on Chinese outbound investment in 1Q 2020, many are concerned that market volatility may create fire sale opportunities for Chinese buyers. But is China really in a position to take advantage of low asset prices globally?
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Chinese Credit Stimulus: Yesterday’s Solution, Not Today’s
In 2008, China launched a massive investment-led stimulus effort. Now, observers are asking whether China will do it again. This time, Beijing does not have the option.
