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China Pathfinder: Q2 2024 Update
The Third Plenum included laudable goals that would align with market norms under the Pathfinder framework. But with few exceptions, the decisions do not answer how these goals will be accomplished.
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 81 – 90 of 300 total results
Note
Blacklist Bonanza: Sanctions Against Chinese Companies Hit Record High
In Q2 2024, Western governments blacklisted a record 198 Chinese entities. Looking ahead, sanctions are likely to remain a key risk for global investors as scrutiny of Chinese companies expands into new areas.
Report
No Quick Fixes: China’s Long-Term Consumption Growth
We explain what is holding back household consumption in China and examine the policy debate over how to catalyze consumer spending.
Data Insight
China’s Post-COVID OFDI Rebound Loses Steam
After a notable post-COVID rebound, China’s outbound foreign direct investment is losing steam again.
Note
Can Beijing Reset Expectations at the Third Plenum?
The key question from the Third Plenum is whether Beijing can credibly and coherently message its reform priorities to change China’s economic trajectory in the near future. Resetting expectations is vitally important, but meeting them is harder.
Note
How China’s Overcapacity Holds Back Emerging Economies
Unless Beijing implements serious demand reforms, developing nations will be crowded out of manufacturing by Chinese overcapacity, leaving them dependent and without export opportunities.
Report
Chinese FDI in Europe: 2023 Update
Building on a long collaboration between Rhodium Group and MERICS, this report summarizes China’s investment footprint in the EU-27 and the UK in 2023, analyzing the shifting patterns in China’s FDI as well as policy developments in Europe and China.
Note
De-Risking US Securities Investment in China
Rhodium Group’s MPER China framework allows investors to effectively de-risk from problematic Chinese issuers without wholesale divestment.
Note
China Pathfinder: Q1 2024 Update
External relations can only be positive if China demonstrates convergence with market norms. Based on the China Pathfinder framework, the opposite is in evidence, and market economies will discuss how to react at the coming G7 leader’s summit.
Note
US-China Trade War, Volume 2
In deploying a fresh wave of duties on a short list of strategic products, the Biden administration is highlighting the China dependencies that it wants to break while also inadvertently providing China with a target list for retaliation.
Cargo vessel at sea