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 31 – 40 of 257 total results
Report
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.
Note
The US is forging ahead with new measures to bar Chinese-made vehicles as well as certain software and hardware from the US market. Global automakers and their suppliers will now have to restructure their supply chains to comply with the new rules.
Note
In this note, we explore the emerging debate in Europe about conditioning Chinese greenfield investment in the EV sector and the tools the EU could use to ensure they reap the benefits from these investments.
Note
The allocation of capital for China's industrial policy—be it direct grants, credit, or PE-VC investment—does not necessarily follow the objectives announced in Beijing policies.
Journal article
Reprinted from China Leadership Monitor, Volume 81, September 1, 2024
Note
As efforts to harmonize US blacklists expand, we examine scenarios under a potential Harris or Trump administration and measure the impact on Chinese firms.
Report
Although diversification is already underway, it proves difficult even in economies that have better security alignment with the US and the same attributes that made China attractive.
Note
The Third Plenum included laudable goals that would align with market norms under the Pathfinder framework. But with few exceptions, the decisions do not answer how these goals will be accomplished.
External research
In Q2 2024, Western governments blacklisted a record 198 Chinese entities. Looking ahead, sanctions are likely to remain a key risk for global investors as scrutiny of Chinese companies expands into new areas.
Report
We explain what is holding back household consumption in China and examine the policy debate over how to catalyze consumer spending.
