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 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

Feb 8, 2023

China Pathfinder: H2 2022 Update

In the second half of 2022, China veered from one extreme to the other, with carefully choreographed control followed by sudden turmoil.
Nargiza Salidjanova, Rachel Lietzow, and Daniel H. Rosen
Jan 5, 2023

The End of China’s Magical Credit Machine

China’s economic growth will slow significantly over the next decade. One of the most important drivers of this slowdown is the unwinding of an unprecedented credit bubble
Logan Wright
Dec 29, 2022

Now for the Hard Part: China’s Growth in 2023 and Beyond

Even under best-case COVID-19 exit scenarios, China faces strong economic headwinds which will subdue growth in 2023 and beyond.
Daniel H. Rosen, Charlie Vest, and Rogan Quinn
Dec 14, 2022

The Global Economic Disruptions from a Taiwan Conflict

Recent tensions in the Taiwan Strait have stoked fears of a conflict between China and Taiwan and raised questions about the implications of such a scenario for the global economy.
Charlie Vest, Agatha Kratz, and Reva Goujon