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Rhodium Group is an independent research provider, combining policy expertise and data-driven analysis to help decision-makers navigate global challenges.

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China’s Demographic Future Is Now

We estimate China will lose nearly 60 million people in the next decade, roughly equivalent to the population of France. The impact on household consumption is obvious, but the larger problem for Beijing may be the hit to social security funds.

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China’s Financial and Fiscal Decay

China’s financial and fiscal systems are increasingly inefficient tools to maintain domestic economic growth, making China’s economy far more dependent upon exports in 2026 than in previous years.

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