Content

Issue Brief

Aug 11, 2022

China Pathfinder: Q2 2022 Update

By GeoEconomics Center and Rhodium Group

Over the past ten months, teams from the Atlantic Council and Rhodium Group have taken a dive into China’s economy to address a fundamental question: Is China becoming more or less like other open-market economies? 

China Fiscal and Structural Reform

In the News

Aug 8, 2022

Nonresident senior fellow Brian O’Toole cited in the New York Times on how Russia could destabilize markets if it halts oil exports

Read the full article here.

Economic Sanctions Economy & Business

Econographics

Aug 3, 2022

Trading geopolitics: The US-Chinese capital markets

By Elmar Hellendoorn

Increased Chinese-Western capital market integration is just one scenario. Instead, ”strong decoupling” or “muddling through” may prove more likely.

China Economy & Business

Econographics

Jul 28, 2022

When does an economy enter recession?

By Charles Lichfield, Sophia Busch

US GDP growth was negative for two consecutive quarters, fulfilling textbook definitions of a recession. Regardless of definition, this period of contraction is different from previous periods with a much tighter labor market.

Economy & Business International Markets

Econographics

Jul 26, 2022

Slow growth exacerbates China’s financial stability risks

By Hung Tran

China's slowing growth, if left unchecked, will threaten its small- and medium-sized banks. This "Achilles' heel" of its banking system will be further weakened by spreading problems in the property sector.

China Economy & Business

Interview

Jul 25, 2022

What’s next for Chinese investment in Latin America and the Caribbean?

By Isabel Bernhard

China’s investment in Latin America and the Caribbean (LAC) has steadily grown in recent years, drawing attention from government and private-sector leaders throughout the region as well as the United States. Baker McKenzie and Atlantic Council experts provide their insights on the opportunities and challenges in working with China.

China Economy & Business

In the News

Jul 22, 2022

O’Toole quoted in Forbes on the need for energy diversification and the effects of the Ukraine war on the Russian middle class

Read the full article here.

China Economic Sanctions

In-Depth Research & Reports

Jul 12, 2022

The rise of complex ‘intermediate zones’: the Ukraine War and China’s opportunity and dilemma in the Middle East

By She Gangzheng

Middle Eastern leaders are closely watching the United States’ strategic rivalry with China and Russia, worrying the region would remain vulnerable to the spillover effects of extra-regional great-power politics.

China Economy & Business

In the News

Jul 11, 2022

Lichfield, Fishman, and O’Toole cited in Energy Post on the pros and cons of a price cap on Russian oil

Read the full article here.

China Economic Sanctions

In the News

Jul 11, 2022

Lipsky cited in Defense One on the G7 proving its relevance and capacity for coordination in response to Russia’s war on Ukraine

Read the full article here.

China Economic Sanctions

Experts