Thilo Hanemann

Thilo Hanemann

Research Director

Thilo Hanemann is research director at RHG and leads the firm’s cross-border investment work. He coordinates RHG’s research assets across different practice areas and supports the investment management, strategic planning and policy analysis requirements of RHG clients within his fields of expertise.

Thilo’s work on cross-border investment assesses the rise of China, India and other emerging markets as global investors and the implications for direct investment flows, the allocation of portfolio investment, and global competitiveness. Thilo and his team analyze new trends in global capital flows, related policy developments and specific transactions involving emerging market players. One of his areas of expertise is the evolution of China’s outward foreign direct investment (OFDI) and the economic and policy implications from this new trend.

Report

China Invests in Europe

Thilo Hanemann and Daniel H. Rosen

Europe is experiencing the start of a structural surge in outbound direct investment in advanced economies by Chinese firms. This path breaking report by Rhodium Group's Thilo Hanemann and Dan Rosen provides the first comprehensive assessment of Chinese investment in Europe.

  • Note

    Chinese FDI in the United States: Q1 2013 Update

    by Thilo Hanemann | April 30, 2013 After a weak fourth quarter 2012, FDI transactions by Chinese firms in the US are trending up again, and with more than $10 billion worth of deals announced or pending the pipeline is stronger than ever. This note discusses the key trends, transactions and political ...

  • Note

    China's International Investment Position: An Update

    Thilo Hanemann and Daniel H. Rosen | April 23, 2013 The People’s Bank of China just released new data on the nation’s International Investment Position (IIP) at year-end 2012. This note summarizes important changes to China’s external balance sheet in the course of the last year and explores the  policy developments and real economy trends ...

  • Article

    China's Globalization 2.0

    by Daniel H. Rosen and Thilo Hanemann | April 17, 2013 Many countries have long felt China’s economic rise through growing imports, a substantial trade deficit, and government-directed investment to recycle ballooning foreign-exchange reserves. However, new flows such as outward investment and outbound tourism are now outgrowing traditional flows, a sign that the next stage of ...

  • Note

    Chinese Investment: Europe vs. the United States

    by Thilo Hanemann | February 25, 2013 Chinese direct investment in the United States and Europe has grown fast since 2008. In the past two years, Europe has attracted twice as much investment as the US as Chinese investors seized commercial opportunities arising from the European crisis. Flows to the US can ...

  • Article

    The EU-China Investment Relationship: From a One-Way to a Two-Way Street

    by Thilo Hanemann | January 28, 2013 Over the past decade China has become one of Europe’s most important economic partners. In 2011 bilateral trade flows totaled €430 billion, four times higher than just ten years ago. In addition to growing exports, European firms have also expanded their physical presence in China. ...