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Wind of Change: German China Policy After the Election
An election on February 23 could bring change in Germany’s approach to China. The extent of the shift will depend in part on the makeup of the governing coalition.
Gregor Sebastian
Senior Analyst
Gregor Sebastian is a Senior Analyst with Rhodium Group's China Corporate Advisory team, focusing on China’s industrial policy, EV industry, and relationship with the EU.
ChinaBefore joining Rhodium Group, Gregor was an Analyst in the Economy Research Team at the Mercator Institute for China Studies (MERICS) in Berlin, Europe’s biggest China-focused think tank. He holds an MSc in Economic History from the London School of Economics and a undergraduate degree in Political Science from the University of Halle.
Research by Gregor Sebastian
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From Fast Lane to Gridlock: Have Chinese Car Exports Peaked?
Trade barriers and outright bans in major markets like the US threaten to stall export momentum for China's automakers. Slumping export growth will put pressure on Chinese automakers, potentially leading to industry consolidation.
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Collision Course: The Future of Chinese Carmakers in Russia
Chinese carmakers have made inroads into the Russian market, but are facing growing headwinds from Russia itself and the risk of increased scrutiny from Western policymakers.
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Don’t Stop Believin’: The Inexorable Rise of German FDI in China
EU investments in China are being driven by Germany and its carmakers, deepening their dependency on the Chinese market while Berlin and Brussels pursue economic de-risking policies.