Research Topic


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

May 12, 2020

COVID-19 and China’s Household Debt Dilemma

Economic fallout from the COVID-19 outbreak now threatens to intensify the financial risks arising from the increase in Chinese household borrowing, with implications for financial stability, consumption growth, and the broader economy
Logan Wright and Allen Feng
Apr 8, 2020

Chinese FDI in Europe: 2019 Update

A new report by Rhodium Group and the Mercator Institute for China Studies (MERICS) looks at Chinese investment in the European Union in 2019 and highlights an increase in R&D collaboration between Chinese firms and European entities as FDI barriers rise.
Agatha Kratz, Mikko Huotari, Thilo Hanemann, and Rebecca Arcesati
Apr 15, 2020

Booster or Brake? COVID and the Belt and Road Initiative

As the COVID-19 pandemic thrashes the global economy, a key question is how outbound financing for China's Belt and Road Initiative will be affected. Three short-term dynamics are clear.
Agatha Kratz, Daniel H. Rosen, and Matthew Mingey
Mar 30, 2020

Buying the Dip? China’s Outbound Investment in 2020

While the COVID-19 outbreak further weighed on Chinese outbound investment in 1Q 2020, many governments are concerned that market volatility may create fire sale opportunities for Chinese buyers. But is China really in a position to take advantage of low asset prices globally? This note explores the Chinese outbound investment outlook at this critical juncture.
Thilo Hanemann and Daniel H. Rosen