Note
Market Metrics: A Fact-Based Approach to the Chinese Economic Challenge
If US officials are to make any progress in trade talks with China, basic facts on the nature and trajectory China’s economic system will have to play a bigger role.
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 141 – 150 of 258 total results
Note
China’s GDP: The Costs of Omertà
This note explains the reasons for the awkward code of silence within official policy debates in discussing problems with China’s GDP estimates, and the costs of this silence both for China and the rest of the world.
Note
Beijing’s Credibility and the Baoshang Bank Dilemma
Following the Baoshang Bank seizure on May 24, Beijing’s dilemma between financial reform and financial stability is clearly in view.
landscape of modern city ,beijing
Report
Chinese FDI in Europe and North America: 1H 2019 Update
New data reveals that Chinese companies invested just $12.3 billion in the advanced economies of Europe and North America in the first half of 2019, down 18% on the same period last year and the lowest activity level since 2014.
Note
Local Government Debt: Running Faster Just to Stand Still
Even if a substantial proportion of debt is refinanced, further defaults are inevitable and Local Government Financing Vehicles (LGFV) debt will continue to drag down growth in the coming years.
Report
Two-Way Street: 2019 Update US-China Direct Investment Trends
The report shows finds that two-way FDI flows dropped by 60% last year to just $18 billion, amidst US-China frictions, stepped-up US investment screening and persistent Chinese capital controls.
Note
New Data on the “Debt Trap” Question
We reviewed 40 cases of China’s external debt renegotiations to understand the broad patterns of outcomes.
Report
Assessing the Costs of Tariffs on the US ICT Industry: Modeling US China Tariffs
In this report, Rhodium Group offers a quantitative assessment of escalation of US-China tariffs under the Section 301 case, using a dynamic model to simulate the impacts of three tariff escalation scenarios.
Report
Chinese FDI in Europe: 2018 Trends and Impact of New Screening Policies
European Union member states are modernizing foreign direct investment screening regimes, which has raised the bar for Chinese takeovers.
Note
Net Negative: Chinese Investment in the US in 2018
Last year Chinese companies completed acquisitions and greenfield investments in the United States worth only $4.8 billion, down 84% from $29 billion in 2017 and 90% from $46 billion in 2016. This represents the lowest level seen in seven years.
