Note
Resource Nationalism and Inflation
As China and other countries engage in new forms of resource nationalism—attempting to control key industrial inputs at home—the results are strained global supply chains and new constraints on China’s growth.
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 1 – 10 of 299 total results
Note
From Pledges to Plants? Rightsizing China’s Global Clean Tech Investment
Chinese overseas clean tech investment is growing but not as large as some headlines suggest, according to new data on FDI by Chinese companies abroad across the EV, solar PV, and wind turbine value chains.
Flash note
Client exclusive
The EU Eyes Tougher Trade Measures Against China
There has been a flurry of reports in recent weeks about the EU considering tougher trade measures against China. We thought it would be helpful to update you on what we know about this discussion, ahead of an “orientation debate” among EU commissioners…
Report
Chinese Investment in Europe Rises to Seven-Year High: Chinese FDI in Europe 2025 Update
Building on a long-standing collaboration between Rhodium Group and MERICS, this report summarizes China’s investment footprint in the EU-27 and the UK in 2025, analyzing policy developments and the shifting patterns in China’s FDI.
Note
Critical Mineral Chokepoints Extend Far Beyond Mining and Refining
China dominates manufacturing of intermediate goods that use critical materials as inputs, creating an additional layer of chokepoints, which Beijing is targeting in its most recent export controls—including outside of China.
Note
Client exclusive
The Iran War and Global Helium Supply Chains
This deck assesses the impact of the Iran war on global helium supply chains, with a focus on downstream implications for semiconductors, electronics, and the automotive sector. Alongside petrochemicals and aluminum, the Iran war has exposed a major…
Report
China’s Next-Generation Industrial Policy
China’s industrial strategy now touches almost every major sector in the economy and their underlying supply chains. These state interventions are accelerating China’s trade dominance and expanding foreign dependence on Chinese supply chains.
Note
Client exclusive
Trump-Xi Summit: Whose (Red) Line is it Anyway?
By now, you’ve read countless articles about how little is expected to come out of the Beijing summit between Donald Trump and Xi Jinping from May 14 to 15: soybean and jet purchases, some lightweight pledges, and a gaggle of CEOs in tow for…
Data Insight
China’s Global M&A Activity Jumps to Five-Year High: Q1 2026 Update
New data from Rhodium Group’s China Cross-Border Monitor (CBM) shows that mainland Chinese companies announced 128 major FDI transactions in Q1 2026 with an estimated total value of $26.3 billion.
Note
Why Chinese FDI in the US Won’t Rebound
Chinese FDI in the US has fallen significantly from its 2016 peak and remained at low levels for the past five years. The reality of the bilateral relationship makes a meaningful rebound of Chinese FDI in the US unlikely.
