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Daniel H. Rosen

Partner

Daniel H. Rosen is the co-founder of Rhodium Group and leads the firm’s work on China.

China

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Mr. Rosen has worked professionally on China’s domestic economy and global commercial relations since 1992. He is widely recognized for his research on US-China relations and Asian commercial dynamics. He is affiliated with numerous think tanks focused on international economics and is an Adjunct Associate Professor at Columbia University.

From 2000-2001, Mr. Rosen was Senior Adviser for International Economic Policy at the White House National Economic Council and National Security Council. He is a member of the Council on Foreign Relations and the National Committee on US-China Relations.

A native of New York City, Daniel graduated with distinction from the graduate School of Foreign Service of Georgetown University (MSFS) and with honors in Asian Studies and Economics from the University of Texas, Austin (BA).

Note

After the Fall: China’s Economy in 2025

By our estimates, China’s GDP growth in 2024 improved modestly to around 2.4% to 2.8%, well below target. If it stimulates domestic demand with some urgency and ramps up debt, we think China could get to 3-4.5% growth in 2025.

Report

End of the Line: The Cost of Faltering Reforms

Compared to its own 2010 baseline, China has improved. However, further progress has been elusive, and our indicators suggest China has hit limits on convergence with the OECD. This gap will likely remain in the coming years.

Note

China Pathfinder: Q2 2024 Update

The Third Plenum included laudable goals that would align with market norms under the Pathfinder framework. But with few exceptions, the decisions do not answer how these goals will be accomplished.