Note
The Clawback: Reclaiming Strategic Assets from China
The United States is on an unspoken mission to claw back strategic assets from China.
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 250 total results
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.
External research
Robust Momentum Despite Auto Slowdown: Q4 2024 Update
New global investments by Chinese companies fell in Q4 2024: Despite robust investment in energy and minerals, a continued slowdown in the automotive sector caused an overall decline.
Note
Wind of Change: German China Policy After the Election
An election on February 23 could bring change in Germany’s approach to China. The extent of the shift will depend in part on the makeup of the governing coalition.
Note
How Can China Boost Consumption?
China’s investment-led growth model has reached its limits and household consumption will be the key driver of China’s long-term economic trajectory. Beijing has reform options available, though they vary in financial and political viability.
Report
China and the Future of Global Supply Chains
We review China’s role in four major sectors—apparel, consumer electronics, PV, and autos—over the past decade, then consider four plausible scenarios to 2030 and their implications for China’s future role in global trade and investment patterns.
Note
From Fast Lane to Gridlock: Have Chinese Car Exports Peaked?
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.
