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

Jan 4, 2021

China's Belt and Road: Down but not Out

Lending under China's Belt and Road Initiative has slowed in recent years but the drop is not as steep as some recent research suggests and we expect the project to continue and evolve in the years ahead
Matthew Mingey and Agatha Kratz
Nov 19, 2020

Credibility in the Balance

The credibility of government guarantees to support a wide range of China’s financial assets and companies is hanging in the balance as corporate bond defaults rise.
Logan Wright
Oct 19, 2020

Five Keys to a Transatlantic Agenda on China

We lay out five areas where change will be needed on both sides of the Atlantic in order for the US and Europe to come together on one of the biggest challenges of the 21st century: managing the rise of China.
Noah Barkin and Agatha Kratz
Oct 8, 2020

Seeking Relief: China's Overseas Debt After COVID-19

The global economic downturn triggered by COVID-19 has reignited questions about the sustainability of China’s overseas lending and how Beijing will respond to the many countries struggling to manage their external debt obligations
Agatha Kratz, Matthew Mingey, and Drew D'Alelio
Sep 29, 2020

Exploring a 'Green List' for EU-China Economic Relations

This study by Rhodium Group for the Bertelsmann Stiftung aims to strip the geopolitical emotion out of the decoupling debate and provide a fact-based, transparent framework for assessing which areas of the EU’s trade, investment and broader economic relationship with China are benign
Agatha Kratz, Matthew Mingey, and Daniel H. Rosen
Aug 10, 2020

The Biden-Trump China Toughfest

As the US presidential election nears, profound foreign policy questions hang in the air. The debate for the cameras has been who is tougher on China. That is political theater, not the question that matters.
Daniel H. Rosen