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 227 total results
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Trade barriers and outright bans in major markets like the US threaten to stall export momentum for China's automakers. Slumping export growth will put pressure on Chinese automakers, potentially leading to industry consolidation.
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The return of Donald Trump to the White House represents a multi-dimensional challenge for Europe, with major implications for transatlantic relations, Europe’s relationship with China, and broader G7 unity.
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By our estimates, China’s GDP growth in 2024 improved modestly to around 2.4% to 2.8%, well below target. If it stimulates domestic demand with some urgency and ramps up debt, we think China could get to 3-4.5% growth in 2025.
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Chinese carmakers have made inroads into the Russian market, but are facing growing headwinds from Russia itself and the risk of increased scrutiny from Western policymakers.
External research
Chinese companies are expanding again in Northern Europe and Southeast Asia through greenfield FDI, which may complicate US efforts to get Chinese entities out of supply chains and curb their access to advanced technologies.
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With its December 2 chip control rules, the US is deploying a powerful combination of long-arm measures and entity listings that center on China’s self-reliance nexus of Huawei and SMIC.
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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.
Report
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.
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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
Although it represents a relatively small portion of total foreign investment, Chinese FDI in Mexico is significantly higher than shown in official statistics.
