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.

Note
Jun 9, 2021

The Making of a G7 Summit

Group of Seven leaders will have a broad agenda when they meet in Cornwall on June 11-13. But much of their attention will be focused on an industrial giant that is not in the room: China.
Daniel H. Rosen
Report
May 19, 2021

Two-Way Street – US-China Investment Trends – 2021 Update

Two-way FDI between the US and China fell to $15.9 billion in 2020, its lowest level in over a decade, amid pandemic-related disruptions and rising US-China tensions.
Thilo Hanemann, Daniel H. Rosen, Mark Witzke, Steve Bennion, and Emma Smith
Report
Apr 15, 2021

Home Advantage: How China's Protected Market Threatens Europe's Economic Power

This paper explores the advantages Chinese firms derive from the combination of a large and protected home market in strategic sectors, and makes recommendations for European policymakers about how they can respond.
Agatha Kratz and Janka Oertel
Note
Apr 22, 2021

China’s Chip Industry: Running Faster But Still Falling Behind

Despite China's commitment to develop a leading edge semiconductor ecosystem, the country is unlikely to wriggle free of its chip chokepoints anytime soon.
Jordan Schneider
Note
Mar 18, 2021

China's 2021 Growth: Targets and Truths

After a tumultuous pandemic year we need a sober assessment of where China’s economy stands and how GDP is likely to evolve in 2021
Daniel H. Rosen
Report
Feb 17, 2021

Understanding US-China Decoupling: Macro Trends and Industry Impacts

This study seeks to illuminate the costs associated with a US decoupling from China, providing valuable perspective on the magnitude and range of economic effects that the Biden administration must consider as it shapes its policy agenda with China
Daniel H. Rosen and Lauren Gloudeman
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