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.
China
We support leaders in the public, corporate, and financial sectors with data-driven analysis of China’s economy, policy dynamics, and commercial ties.
Rhodium Group’s China research is grounded in an objective analysis of economic and policy dynamics, and a laser-like focus on implications for government and business decision-makers. We support the public sector, corporate leadership, and institutional investors’ strategy and decision-making with deep and actionable analysis of China’s economy and its global interactions. Our thought leadership work with philanthropies and think tanks has been a part of Rhodium’s mission since its founding in 2008.
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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.
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
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.
Note
Car Trouble: ICTS Rule Rewires Global Auto Supply Chains
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
Terms and Conditions Apply: Regulating Chinese EV Manufacturing Investment in Europe
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.
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.
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When trustworthy data isn’t readily available, we have successfully built our own models to fill gaps.
China Pathfinder
The China Pathfinder project scores China's market reform across six key areas relative to open market economy norms.
MPER
Helping investors manage their systemic China portfolio risk.
The China Cross-Border Monitor
The China Cross-Border Monitor uses a transaction-based methodology to create a clear picture of China’s overseas investments and business presence.
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Rhodium Group provides research, data, and insights that help clients face new challenges and seize new opportunities in China. Our teams have solutions for companies, investors, and governments that operate in or do business with China.
Corporate advisory services
We provide strategic planning support for world-leading tech, industrial, retail, and services companies. With Rhodium’s help, clients can develop robust China+ strategies, uncover new revenue and investment opportunities, map out risks, build mitigation plans, optimize cross-border operations, and stress-test internal assumptions.
Markets research for institutional investors
Our highly experienced analysts take a credit-driven, “follow the money” approach to gauging the inflection points in China’s economic outlook. We have a track record of predicting where China’s economy will go well before it gets there, providing huge value for institutional investors.
Applied public policy research
Our team provides best in class written and visual analysis to help public and private sector clients better understand key questions about China and its relation to the world. By engaging actively in the public debate about China’s interactions with the world, we constantly test our analysis against real world experience with leader-level audiences.
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Combining cutting-edge technology with deep analytical China expertise, we create data solutions that help public and private sector clients manage risks and seize opportunities connected to China’s development and emerging global footprint.
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ServicesFootnotes
1.
We exclude oil and gas from our calculations throughout this note to focus on industrial and manufacturing trade and avoid overestimating the effect of energy price fluctuations over the period.
2.
According to the European Chips Act website, the Initiative will be supported by €6.2 billion of public funds, of which €3.3 billion from the EU budget agreed in 2023 the period until 2027, the end of the current multi-annual financial framework. This support will come in addition to €2.6 billion in public funding already foreseen for semiconductor technologies.