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.
Filters:
Showing 1 – 10 of 214 total results
Note
The key question from the Third Plenum is whether Beijing can credibly and coherently message its reform priorities to change China’s economic trajectory in the near future. Resetting expectations is vitally important, but meeting them is harder.
Note
Unless Beijing implements serious demand reforms, developing nations will be crowded out of manufacturing by Chinese overcapacity, leaving them dependent and without export opportunities.
Report
Building on a long collaboration between Rhodium Group and MERICS, this report summarizes China’s investment footprint in the EU-27 and the UK in 2023, analyzing the shifting patterns in China’s FDI as well as policy developments in Europe and China.
Note
Rhodium Group’s MPER China framework allows investors to effectively de-risk from problematic Chinese issuers without wholesale divestment.
Note
External relations can only be positive if China demonstrates convergence with market norms. Based on the China Pathfinder framework, the opposite is in evidence, and market economies will discuss how to react at the coming G7 leader’s summit.
Note
In deploying a fresh wave of duties on a short list of strategic products, the Biden administration is highlighting the China dependencies that it wants to break while also inadvertently providing China with a target list for retaliation.
Cargo vessel at sea
Report
We take a fresh look at the data on the expanding capacity of China’s legacy chip production after two big waves of US-led chip controls and review how the US aims to target these foundational chips.
Note
EU duties on Chinese EV imports are unlikely to be high enough to slow market share gains for Chinese automakers, forcing Brussels to consider other tools to protect the continent’s car industry.
Report
Although China is developing capacities that are making its economy more resilient to Western sanctions, reciprocal economic statecraft measures would exact a heavy financial toll on the G7, China itself, and the global economy.
Spectacular views of the Bund,shanghai,china.
Note
China's policy plans will compound the growing imbalance between domestic supply and demand, setting China on course for a trade confrontation with the rest of the world.
