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 249 total results
Report
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.
Report
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
Report
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
Note
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.
Report
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
Note
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
Note
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
The US-China Investment Project clarifies trends and patterns in two-way investment flows between the world’s two largest economies.
Note
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.
Note
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.
