Note
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.
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.
Filters:
Showing 131 – 140 of 257 total results
Note
Economic Reform: Recovery Medicine
The pace of new COVID-2019 transmissions is coming down in China, but the pathway to economic recovery remains deeply uncertain.
Note
The China Dashboard: Winter 2020 Edition
The China Dashboard’s gauges of policy movement, analyzing data from the third quarter of 2019 in ten essential economic policy areas, collectively show a system not moving sufficiently in the direction of market efficiency.
Note
Phase 1: The Good, the Bad, and the Missing
Seldom if ever has the culmination of two years of intensive negotiation, capped by a Presidential signing ceremony and a 94-page document, left so many uncertainties about a topic as large as the fate of US-China relations.
Report
Disruption: US-China Venture Capital in a New Era of Strategic Competition
As a part of the US-China Investment Project, we review US-China venture capital trends from 2000 to 2019, analyze drivers, and discuss challenges for policymakers in the current environment.
Note
City-Level Financial Stress Rising
Local-level credit events in China are piling up, and evidence of broader stress across China’s financial system is accumulating.
Note
The China Dashboard: Fall 2019 Edition
In this quarterly edition of the China Dashboard, we see China’s growth slow to a nearly three-decade low, amidst rising economic headwinds , unprecedented banking stress and intensifying external pressure.
Report
Beyond Investment Screening: Expanding Europe’s toolbox to address economic risks from Chinese state capitalism
This report takes stock of defensive policy measures that could help Europe deal with market distortions spilling over through growing Chinese investment and other commercial linkages with Europe.
Note
Financial Decoupling: What Are We Really Talking About?
In the context of US-China tensions, recent media reports have flagged the possibility of new regulatory or legislative interventions into bilateral financial flows.
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.
