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 we 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
Aug 11, 2022

China Pathfinder: Q2 2022 Update

China’s economic growth slowed to 0.4 percent year-on-year in the second quarter of 2022, despite aggressive steps by authorities to support struggling companies, boost consumption, and address the spike in youth unemployment
Nargiza Salidjanova, Daniel H. Rosen, Rachel Lietzow, Ryan Featherston, and Boyuan Chen
Note
May 31, 2022

Rethinking China’s Economic Future

China’s economy is clearly contracting sharply under the weight of “zero COVID” policies, even though Q1 GDP growth beat expectations and April data showed only a modest decline in industrial output.
Logan Wright
Report
May 12, 2022

Circuit Breakers: Securing Europe’s Green Energy Supply Chains

Though Europe’s oil and gas dependence on Russia is the more immediate chokepoint, its reliance on China for the energy technologies of the future poses a similar problem. China has become a global player across a wide range of green technologies, which makes it indispensable for the green transition that the EU is pursuing.
Agatha Kratz, Charlie Vest, and Janka Oertel
Report
Apr 27, 2022

Chinese FDI in Europe: 2021 Update

Chinese venture capital and greenfield investments in Europe hit record highs in 2021, while M&A transactions have come down substantially from their peak of half a decade ago.
Agatha Kratz, Max Zenglein, Gregor Sebastian, and Mark Witzke
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