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 analysis and advisory services please email

Apr 29, 2019

New Data on the "Debt Trap" Question

We reviewed 40 cases of China’s external debt renegotiations to understand the broad patterns of outcomes.
Agatha Kratz, Allen Feng, and Logan Wright
May 15, 2019

Local Government Debt: Running Faster Just to Stand Still

Even if a substantial proportion of debt is refinanced, further defaults are inevitable and Local Government Financing Vehicles (LGFV) debt will continue to drag down growth in the coming years.
Bart Carfagno, Allen Feng, and Logan Wright
Nov 5, 2018

Missing Link: Corporate Governance in China's State Sector

The new report examines state firms in the context of China’s economic and political system, summarizes the past and present of SOE corporate governance, and analyzes key players in China’s government and at the company level—boards of directors, Party committees, and top executives.
Daniel H. Rosen, Wendy Leutert, and Shan Guo
Jul 11, 2019

Chinese FDI in Europe and North America: 1H 2019 Update

New data reveals that Chinese companies invested just $12.3 billion in the advanced economies of Europe and North America in the first half of 2019, down 18% on the same period last year and the lowest activity level since 2014.
Thilo Hanemann, Cassie Gao, and Agatha Kratz