Rhodium Group’s China practice uses an integrative, multidisciplinary approach to produce unique insights into China’s economy. We leverage our proprietary datasets and decades of experience to produce incisive analysis of China’s investment flows, market and policy directions, and economic and business cycles.
Find a selection of our research below. For more information about our research services, please contact us.
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Showing 1 – 10 of 295 total results
Report
Building on a long-standing collaboration between Rhodium Group and MERICS, this report summarizes China’s investment footprint in the EU-27 and the UK in 2025, analyzing policy developments and the shifting patterns in China’s FDI.
Note
China dominates manufacturing of intermediate goods that use critical materials as inputs, creating an additional layer of chokepoints, which Beijing is targeting in its most recent export controls—including outside of China.
Report
China’s industrial strategy now touches almost every major sector in the economy and their underlying supply chains. These state interventions are accelerating China’s trade dominance and expanding foreign dependence on Chinese supply chains.
Note
Client exclusive
By now, you’ve read countless articles about how little is expected to come out of the Beijing summit between Donald Trump and Xi Jinping from May 14 to 15: soybean and jet purchases, some lightweight pledges, and a gaggle of CEOs in tow for…
External research
New data from Rhodium Group’s China Cross-Border Monitor (CBM) shows that mainland Chinese companies announced 128 major FDI transactions in Q1 2026 with an estimated total value of $26.3 billion.
External research
Chinese FDI in the US has fallen significantly from its 2016 peak and remained at low levels for the past five years. The reality of the bilateral relationship makes a meaningful rebound of Chinese FDI in the US unlikely.
Note
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.
Note
A year and a half after the EU's new duties on China-made EVs, imports are still accelerating. The proposed Industrial Accelerator Act is one possible fix, but even in its strongest form, it might not be enough to shield European carmakers.
Report
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate.
Note
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.
