Report
Two-Way Street – US-China Investment Trends – 2021 Update
Two-way FDI between the US and China fell to $15.9 billion in 2020, its lowest level in over a decade, amid pandemic-related disruptions and rising US-China tensions.
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 101 – 110 of 253 total results
Note
China’s Chip Industry: Running Faster But Still Falling Behind
Despite China's commitment to develop a leading edge semiconductor ecosystem, the country is unlikely to wriggle free of its chip chokepoints anytime soon.
Report
Home Advantage: How China’s Protected Market Threatens Europe’s Economic Power
This paper explores the advantages Chinese firms derive from the combination of a large and protected home market in strategic sectors, and makes recommendations for European policymakers about how they can respond.
Note
China’s 2021 Growth: Targets and Truths
After a tumultuous pandemic year we need a sober assessment of where China’s economy stands and how GDP is likely to evolve in 2021
Report
Understanding US-China Decoupling: Macro Trends and Industry Impacts
This study seeks to illuminate the costs associated with a US decoupling from China, providing valuable perspective on the magnitude and range of economic effects that the Biden administration must consider as it shapes its policy agenda with China
Report
US-China Financial Investment: Current Scope and Future Potential
While FDI flows between the US and China have declined in recent years, portfolio investment in equity and debt has grown.
Report
The China Dashboard – Winter 2021
In 2013, a year after Xi Jinping came to power, China set out an ambitious market-oriented reform program. In the final instalment of the China Dashboard, we assess China's progress against the reform goals it set out for itself.
Note
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
Note
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.
Note
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.