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The End of China’s Magical Credit Machine
China’s economic growth will slow significantly over the next decade. One of the most important drivers of this slowdown is the unwinding of an unprecedented credit bubble
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 31 – 40 of 207 total results
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Now for the Hard Part: China’s Growth in 2023 and Beyond
Even under best-case COVID-19 exit scenarios, China faces strong economic headwinds which will subdue growth in 2023 and beyond.
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The Global Economic Disruptions from a Taiwan Conflict
Recent tensions in the Taiwan Strait have stoked fears of a conflict between China and Taiwan and raised questions about the implications of such a scenario for the global economy.
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Cutting Through the Fog: FDI in China Since COVID-19
The reality of China’s FDI trajectory since the start of the COVID-19 pandemic is more subdued than official figures suggest.
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Freeze-in-Place: The Impact of US Tech Controls on China
The Biden administration's new technology controls aimed at China will have far-reaching consequences. We assess the policy objectives behind them, the impact on the semiconductor industry and how China and US allies may respond.
Report
China Pathfinder: Annual Scorecard 2022
China Pathfinder, a joint project of Rhodium Group and the Atlantic Council's GeoEconomics Center, compares China’s economic system to those of market economies
Lujiazui is located in the Pudong New District on the eastern bank of Huangpu River. It forms a peninsula on a bend of the Huangpu River, which turns from flowing north to flowing east. The importance of Lujiazui stems from the fact that it lies directly across the river from the Bund, the old financial and business district of Shanghai, and just south of the confluence of the Suzhou Creek with the Huangpu River. Until the 1980s, Lujiazui was a relatively low-built area, featuring residential houses, warehouses, and factories. Following the allocation of Lujiazui as a special investment zone in 1992, the development of Lujiazui's skyline begun. This was largely driven by Chinese state owned enterprises investing and developing the property within the area, with the inaugural landmark, the Oriental Pearl Tower, being completed in 1994.
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Meet the New (Same as the Old) Boss
In October, China's Communist Party will unveil changes in its leadership - except at the very top. Here is what we are watching for at the 20th Party Congress
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Running Target: Next-Level US Tech Controls on China
The White House is putting together a playbook for technology controls that has important implications for a range of actors—including US industry and America’s allies abroad.
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The Chosen Few: A Fresh Look at European FDI in China
European direct investment in China is increasingly dominated by a handful of large companies, many of them German.
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China Pathfinder: Q2 2022 Update
China’s economic growth slowed to 0.4 percent year-on-year in the second quarter of 2022, despite aggressive steps by authorities to support struggling companies, boost consumption, and address the spike in youth unemployment
