Research Topic

China

Assessment of China’s economy lies at the core of Rhodium Group’s expertise on global trends. After all, China presents the largest marginal changes in worldwide supply, demand, risk and opportunity.

Rhodium has the most highly respected independent China research team in the private sector. For more than twenty years our principals and staff have used a multidisciplinary approach to produce path-breaking analyses and insights on China. Rhodium builds and employs proprietary databases on China’s inbound and outbound direct investment, market opening and policy reform, and economic and business cycle activity. Our financial system research takes a credit-oriented approach and has a strong record of anticipating monetary, currency, and regulatory policy dynamics. All research products reflect a passion for insight and context, delivering value for users in the corporate, financial, government and non-profit sectors.

A selection of Rhodium's China research is available below. For more information regarding our research and data services please email clientservice@rhg.com.

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Mar 11, 2020

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 to sustain medium- to long-term economic growth.
Daniel H. Rosen
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Mar 24, 2020

Chinese Credit Stimulus: Yesterday’s Solution, Not Today’s

In the teeth of the 2008-09 global financial crisis, China launched a massive investment-led stimulus effort, funded by banking system credit, leading the globe toward recovery. Now, facing a global economic downturn of similar or greater magnitude from the Covid-19 outbreak, observers are asking whether China will do it again. This time, Beijing does not have the option.
Logan Wright and Daniel H. Rosen
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Mar 11, 2020

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.
Daniel H. Rosen and Charlie Vest
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Jan 16, 2020

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. But uncertainty is the hallmark of reactions to the Phase One big reveal.
Daniel H. Rosen and Logan Wright
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