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
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
Report
Jan 26, 2021

US-China Financial Investment: Current Scope and Future Potential

While FDI flows between the US and China have declined in recent years, portfolio investment in equity and debt has grown. We take a new look at the data for US-China financial investment and find the two countries are far more financially integrated than official figures suggest.
Adam Lysenko, Mark Witzke, Thilo Hanemann, and Daniel H. Rosen
Report
Jan 12, 2021

The China Dashboard - Winter 2021

In 2013, a year after Xi Jinping came to power, China set out an ambitious market-oriented reform program. In the final instalment of the China Dashboard, we assess China's progress against the reform goals it set out for itself.
Daniel H. Rosen and Lauren Gloudeman
Note
Jan 4, 2021

China's Belt and Road: Down but not Out

Lending under China's Belt and Road Initiative has slowed in recent years but the drop is not as steep as some recent research suggests and we expect the project to continue and evolve in the years ahead
Matthew Mingey and Agatha Kratz
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