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 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

Jun 18, 2020

Who’s Buying Whom? COVID-19 and China Cross-Border M&A Trends

The COVID-19 pandemic depressed equity values around the globe, triggering fears of a distressed asset buying spree by Chinese companies. Several months into the pandemic, however, the data tell a different story. There are no signs of a Chinese outbound investment boom. Instead, takeovers are headed in the other direction: into China
Thilo Hanemann and Daniel H. Rosen
Jun 19, 2020

The China Dashboard - Spring 2020

It is the most important question for one of the world’s most important economies: is China carrying out the economic reform program it laid out in 2013? The China Dashboard tracks progress across 10 key policy clusters
Daniel H. Rosen
May 11, 2020

Two-Way Street - US-China Investment Trends - 2020 Update

The US-China Investment Project clarifies trends and patterns in two-way investment flows between the world’s two largest economies.
Thilo Hanemann, Daniel H. Rosen, Cassie Gao, and Adam Lysenko
May 12, 2020

COVID-19 and China’s Household Debt Dilemma

Economic fallout from the COVID-19 outbreak now threatens to intensify the financial risks arising from the increase in Chinese household borrowing, with implications for financial stability, consumption growth, and the broader economy
Logan Wright and Allen Feng