Note
Trade Diversion: Blessing or Curse?
If tariffs remain high, US-China trade flows will be redirected in the medium term: Third countries may find opportunities to serve US demand, but will also face an influx of low-priced Chinese exports.
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 41 – 50 of 295 total results
Report
Was Made in China 2025 Successful?
To answer whether MIC25 was successful, we measure outcomes across four of the plan's main categories: China’s import dependency, dependency on foreign companies, global competitiveness, and technological leadership.
Note
China’s Manufacturing FDI in ASEAN Grew Rapidly, But Faces Tariff Headwinds
ASEAN has become the top destination for Chinese manufacturing FDI by number of announced transactions, but US tariffs of more than 30% would deal a major blow to the region’s diversification boom and China’s FDI there.
Note
If Not Tariffs, Then What?
Concerns are mounting in Brussels that existing tools may be insufficient to address the spillovers from China’s deep domestic imbalances and policies designed to capture global market share. What policy options are available to the EU?
External research
How Many PRC Issuers Could Be Affected by Expanded AFIP Outbound Investment Restrictions?
We estimate that 2,134 PRC security issuers—almost 40% of the A-share universe—are involved in the development of an expanded set of technologies in the AFIP memo.
Note
The Clawback: Reclaiming Strategic Assets from China
The United States is on an unspoken mission to claw back strategic assets from China.
Note
China’s Harsh Fiscal Winter
China’s aggregate fiscal revenues are likely to decline in 2025, even if China meets its full-year economic growth targets of “around 5%.”
Report
Far From Normal: An Augmented Assessment of China’s State Support
Compared to other countries, China’s approach to industrial policy has been characterized by broader and more entrenched market distortions, deeply systemic rather than targeted, and with a far greater distortive effect on global trade.
Note
Silent Saboteurs: Loaded Assumptions in US AI Policy
We break down the potential fault lines within the five core assumptions implicit in emerging US AI policy. This lets us stress test the US approach and anticipate what the next wave of AI competition will likely entail.
External research
China’s Global Investment in 2024
Newly announced global investment by Chinese companies dropped slightly in 2024 as new investments in battery manufacturing slowed sharply, but completed investment trended up as Chinese firms moved ahead with capital intensive greenfield projects.
