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
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
Note
Dec 18, 2019

City-Level Financial Stress Rising

Local-level credit events in China are piling up, and evidence of broader stress across China’s financial system is accumulating. We take an in-depth look at city-level financial data, using disclosures from local government financing vehicle (LGFV) bond prospectus documents and city-level fiscal data.
Logan Wright and Allen Feng
Note
Dec 4, 2019

The China Dashboard: Fall 2019 Edition

In this quarterly edition of the China Dashboard, we see China’s growth slow to a nearly three-decade low, amidst rising economic headwinds , unprecedented banking stress and intensifying external pressure.
Daniel H. Rosen
Report
May 8, 2019

Two-Way Street: 2019 Update US-China Direct Investment Trends

The report shows finds that two-way FDI flows dropped by 60% last year to just $18 billion, amidst US-China frictions, stepped-up US investment screening and persistent Chinese capital controls.
Thilo Hanemann, Daniel H. Rosen, Cassie Gao, and Adam Lysenko
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