Note
Tapped Out
The current weakness of localities’ finances is the primary reason that there has been no meaningful fiscal support for China’s recovery this year.
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 215 total results
Report
Strengthening US-EU Cooperation on Technical Standards in an Era of Strategic Competition
China’s increasing involvement in global standard setting makes transatlantic cooperation in the field crucial and increases the need for a common, strategic approach.
Report
Chinese FDI in Europe: 2022 Update
Greenfield investments in EV battery plants cushioned a drop in Chinese FDI in Europe to a decade low, a new report from Rhodium Group and MERICS shows
Report
China Pathfinder: Q1 2023 Update
An aggressive public campaign to allay concerns about the direction of China’s economy has not been underpinned by a convincing shift in policy.
Report
Grasping Shadows: The Politics of China’s Deleveraging Campaign
China launched a deleveraging campaign in 2016 to reduce risks in the financial system. The implications for China's economy have been profound.
Note
Running on Ice: China’s Chipmakers in a Post-October 7 World
A deep look at where Chinese chipmakers and their state backers are likely to focus their resources after the export controls imposed by the US on October 7, 2022
Note
China 30/60: Tracking the Financing of China’s Green Transition
In a new workstream, Rhodium Group will be providing regular updates and analysis on the state of China’s green financing, domestically and abroad.
Note
China Pathfinder: H2 2022 Update
In the second half of 2022, China veered from one extreme to the other, with carefully choreographed control followed by sudden turmoil.
Note
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
Note
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.
