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Booster or Brake? COVID and the Belt and Road Initiative
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.
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 181 – 190 of 311 total results
Note
Deconstructing the Virus Impact: How China’s Recovery Will Unfold
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.
Report
Chinese FDI in Europe: 2019 Update
A new report by Rhodium Group and MERICS looks at Chinese investment in the European Union in 2019 and highlights an increase in R&D collaboration between Chinese firms and European entities as FDI barriers rise.
Note
Buying the Dip? China’s Outbound Investment in 2020
While COVID-19 weighed on Chinese outbound investment in 1Q 2020, many are concerned that market volatility may create fire sale opportunities for Chinese buyers. But is China really in a position to take advantage of low asset prices globally?
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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.
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.
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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.
