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China Pathfinder Update: Lack of Policy Solutions in Second Half of 2023 Belies Official Data
In the second half of 2023, Beijing's efforts on market policy reorientation were limited.
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 311 total results
Note
Beijing’s Silence is Deafening
China's economic policymaking process appears broken, or at the very least impaired.
Note
Through the Looking Glass: China’s 2023 GDP and the Year Ahead
China may see a cyclical recovery to perhaps 3.0-3.5% growth in 2024 as the property sector bottoms out, but structural slowdown will remain the dominant story for years to come.
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Spread Thin: China’s Science and Technology Spending in an Economic Slowdown
China's economic slowdown will likely force Beijing to channel S&T funding toward a narrower core of national security-relevant companies and priorities.
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All In: US Places a Big Bet with October 17 Controls
US policymakers are wagering that industry and partners will align with US controls and that time and innovation are on Washington's side.
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Opening Salvo: The EU’s Electric Vehicle Probe and What Comes Next
The European Commission's new anti-subsidy investigation into Chinese electric vehicles could be just the first of several trade defense measures to protect European industry.
Report
Running Out of Road: China Pathfinder Annual Scorecard
As the structural nature of China's slowdown becomes undeniable, we track Beijing’s reform efforts by comparing China’s economic system to those of market economies.
Note
Irrational Expectations: Long-Term Challenges of Diversification Away from China
Firms are actively diversifying investment and sourcing away from China, but it won't necessarily reduce reliance on Chinese inputs and suppliers in the near term.
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Vanishing Act: The Shrinking Footprint of Chinese Companies in the US
The US is experiencing a post-pandemic boom in FDI, but Chinese companies are notably missing from the party.
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The Myth of China’s Fiscal Space
China’s fiscal capacity is now very limited, because Beijing’s tax system is dependent upon an investment-led growth model that is ending.
