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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.
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.
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Showing 21 – 30 of 306 total results
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Closer to Home: Testing the Western Hemisphere’s Diversification Potential
Most countries in the Western Hemisphere are not competitive for ex-China diversification, and in the few that are, like Mexico, costs are rising. Reorienting supply chains to the region will therefore be a necessarily gradual effort.
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Client exclusive
The Art of the Auto Deal: Will We See Chinese Cars Made in North America?
Chinese auto investment in North America—and especially the US—remains fraught. Political resistance, regulatory hurdles, and commercial risk all remain high. But President Trump’s hyper-transactional approach to dealmaking and the reset in Canada-China…
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Why Are Chinese EVs So Cheap?
Chinese carmakers have lower cost structures, driven by tighter control over their supply chains and a stronger focus on the China market. This puts Western OEMs in a tough spot.
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Germany’s “China Shock” Revisited
Over the past year, German political leaders, central bankers, business associations, and unions have begun talking openly about the risks of a “China shock.” The rhetoric, however, has not been matched by decisive policy action.
Powerful lights on a modern factory at night
Data Insight
Strong M&A Activity Cushions Greenfield Drop: Q4 2025 Update
The momentum of Chinese outbound FDI dropped in Q4 2025, with only $19.2 billion in newly announced transactions. Greenfield investment led the slowdown, with only a single new billion-dollar project announced.
Data Insight
China’s Global Investment Grew in 2025, But Exports Outpaced Offshoring
The China Cross-Border Monitor (CBM) recorded a total of $124 billion of new FDI transactions announced by Chinese firms in 2025, an 18% increase from 2024.
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Client exclusive
China’s Dollar Recycling: From Order to Chaos
China’s Q3 balance of payments data released at year-end offer new insights into a larger mystery: how the recycling of China’s dollar surpluses is changing as trade and capital inflows accelerate. The PBOC’s past intervention via forward markets…
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Client exclusive
Nothing’s Gonna Stop Us Now
China’s trade surplus hit an all-time high of $1.19 trillion in 2025, and net exports were a significant contributor to China’s economic growth. Beijing managed trade tensions with the United States throughout the year, and global…
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Client exclusive
China Acquiesces to EU Terms on EV Price Undertaking
On January 12, the European Commission published guidance for China-based battery electric vehicle (BEV) exporters on the submission of price undertaking (UT) offers—price floors on imported vehicles to counteract the effects of subsidies. The…
