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.

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
Note
May 11, 2022

China Pathfinder: Q1 2022 Update

China’s leaders spent the first months of 2022 in damage-control mode, as a host of economic problems and new pandemic-related challenges piled up. With the entire city of Shanghai under a zero-COVID lockdown, the crackdown on technology firms ongoing,  and the property sector deteriorating, good economic news was scarce.
Nargiza Salidjanova, Rachel Lietzow, Daniel H. Rosen, and Ryan Featherston
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
Note
Mar 4, 2022

Beijing's Russia Reckoning

Russia's military aggression in Ukraine and the concerted Western response to it will force Beijing into some hard choices
Logan Wright, Reva Goujon, Jordan Schneider, and Lauren Dudley
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