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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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Flash note

Client exclusive

Take on Xi? Europe Counts Costs of China Shock

European and G7 leaders came together over the past week to discuss China, among other topics. In the run-up to the European Council meeting in Brussels on June 18-19, it looked like the EU might be on the verge of a major shift in its approach to Beijing.…

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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.

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…

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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…

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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.

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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…