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 we 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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Oct 21, 2022

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.
Reva Goujon, Lauren Dudley, Jan-Peter Kleinhans, and Agatha Kratz
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Sep 30, 2022

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
Logan Wright and Agatha Kratz
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Sep 28, 2022

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.
Reva Goujon
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Sep 14, 2022

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.
Agatha Kratz, Noah Barkin, and Lauren Dudley
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