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 analysis and advisory services please email

Apr 29, 2019

New Data on the "Debt Trap" Question

We reviewed 40 cases of China’s external debt renegotiations to understand the broad patterns of outcomes.
Agatha Kratz, Allen Feng, and Logan Wright
Aug 13, 2019

China’s GDP: The Costs of Omertà

This note explains the reasons for the awkward code of silence within official policy debates in discussing problems with China’s GDP estimates, and the costs of this silence both for China and the rest of the world.
Logan Wright and Daniel H. Rosen
Oct 10, 2019

Financial Decoupling: What Are We Really Talking About?

In the context of US-China tensions, recent media reports have flagged the possibility of new regulatory or legislative interventions into bilateral financial flows.
Daniel H. Rosen, Bart Carfagno, and Logan Wright
Jul 11, 2019

Chinese FDI in Europe and North America: 1H 2019 Update

New data reveals that Chinese companies invested just $12.3 billion in the advanced economies of Europe and North America in the first half of 2019, down 18% on the same period last year and the lowest activity level since 2014.
Thilo Hanemann, Cassie Gao, and Agatha Kratz