Report
If China Attacks Taiwan
In a report with the German Marshall Fund, we analyze the potential consequences for China of “Minor Conflict” and “Major War” scenarios.
Research
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.
Filters:
Showing 21 – 30 of 295 total results
Note
Client exclusive
Man in the Arena: Trump’s Geopolitical Gambit for the Americas and Beyond
While a US military operation to depose the Venezuelan president was remarkably swift, the task of remaking the Americas in Washington’s image will be anything but. In addition to the unavoidable challenges surrounding deep regime patronage networks…
Note
China’s Economy: Rightsizing 2025, Looking Ahead to 2026
China's actual 2025 GDP growth fell short of 3%. For domestic demand to lift China above 2% GDP growth in 2026, Beijing must reverse the systemic causes of household and business malaise or pile on costly demand subsidies.
Note
Malign Indifference: China’s Currency and the Threat to Europe
China’s real exchange rate is likely to continue falling over the next two to three years, eroding the effectiveness of the EU’s trade defense and economic security toolbox.
Note
Client exclusive
Beyond Made in China: US Attempts to Rewrite Rules of Origin
While the Trump administration has put most restrictive measures targeting China on hold, the US is continuing to identify tools to limit Chinese content in US-bound imports. Earlier this year, the US established a 40% tariff on “transshipped”…
Note
Made in Europe 2025: Can Local Content Requirements Save Europe’s Auto Industry?
With European automakers under increasing pressure, the European Commission is considering new tools to restrict market access, safeguard jobs, and buy time for domestic producers, especially via local content requirements.
Report
How China’s Economic Slowdown Will Impact Africa
As China’s economic model loses steam, African officials and policymakers will need to plan for growth and economic transformation with an understanding that their largest trade and investment partner might look very different than it has.
External research
China Continues Upstream Expansion in Supply Chains: Q3 2025 Update
Though slightly below the peak in early 2025, China’s outbound FDI momentum remained strong in Q3 2025. Amid global anxiety about China weaponizing critical mineral supply chains, Chinese investment in basic materials reached a new high.
Note
Chain Reaction: US Tariffs and Global Supply Chains
The last time the US imposed sweeping global tariffs, manufacturing supply chains adapted to soften the blow. The current tariff shock is stronger than in 2018, yet uncertainty is also much higher.
Note
The Hangover: Foreign Carmakers’ China Strategies
The last few years have seen foreign carmakers’ China operations shift from cash cows to drags on profits. Their responses to that sea change vary, with implications well beyond corporate bottom lines.
