Note
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.
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 256 total results
External research
Derisking Energizes China’s Greenfield Chipmaking Investments
Chinese companies are expanding again in Northern Europe and Southeast Asia through greenfield FDI, which may complicate US efforts to get Chinese entities out of supply chains and curb their access to advanced technologies.
Note
Slaying Self-Reliance: US Chip Controls in Biden’s Final Stretch
With its December 2 chip control rules, the US is deploying a powerful combination of long-arm measures and entity listings that center on China’s self-reliance nexus of Huawei and SMIC.
Note
Why Isn’t Europe Diversifying from China?
Over the past seven years, the US and Japan have diversified their trade, sourcing, and investment away from China. The European Union hasn't, despite having derisking policies in place. We explain why.
Report
Avoiding Entanglement: G20 Responses in a Taiwan Crisis
We examine three G20 case countries—Brazil, South Korea, and Indonesia—and their likely responses to both US and Chinese economic statecraft in an escalation of tensions over Taiwan.
External research
The Rise of Middle Market M&A: Q3 2024 Update
After a weak start to the year, the third quarter of 2024 confirms that the post-COVID rebound remains strong.
Note
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.
External research
The Next Generation of China’s Outbound Investment
After years of slowing outbound investment, Chinese companies are again expanding abroad. But this new generation of China’s overseas investment has very different objectives and destinations than in the previous decade.
External research
A Closing Back Door? China’s Evolving FDI Presence in Mexico
Although it represents a relatively small portion of total foreign investment, Chinese FDI in Mexico is significantly higher than shown in official statistics.
Report
End of the Line: The Cost of Faltering Reforms
Compared to its own 2010 baseline, China has improved. However, further progress has been elusive, and our indicators suggest China has hit limits on convergence with the OECD. This gap will likely remain in the coming years.
