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 310 total results
Flash note
Client exclusive
Before Trump and Xi even sat down together, US Treasury Secretary Scott Bessent fed reporters the White House’s headlining summit deliverable: The Busan truce that expires in November would be extended, but only by two months, through January 10.…
Note
If China's exports kept rising at the same rate they are today, large trading economies with export profiles similar to China like the United States, Germany, Indonesia, and France stand to lose the most.
Report
We examine how China’s AI firms finance their operations and evaluate their scope and sustainability, including a comparative perspective with US firms.
Data Insight
As China's domestic economy slows, the spillovers to African economies are intensifying, especially via trade. We look at Angola, the DRC, and South Africa to evaluate how African economies will be affected.
Note
Beijing has not delivered on its promised reforms to its banking system, but has instead tightened control over banks and molded them into policy tools, imposing consequences on both China's economy and its trading partners.
Data Insight
Mining dominated announced Chinese outbound investment in Q2 2026, driven by new acquisitions and the expansion of previously acquired operations.
Report
Policy attention has fixated on chips, the cloud, and models. But crafting a durable AI strategy will require a broader approach reconciling industrial capacity, geopolitical realities, and rapid evolution of the technology.
Note
Trade deals with the EU and potentially the US, alongside other countries’ rising barriers to Chinese goods, offer India an opportunity to capture global export share, even as its manufacturing ecosystem remains less competitive.
Note
In just a few years, Chinese OEMs have gone from zero to almost 30% market share, and a whopping 90% of EV sales. The question now is how much more market share Chinese OEMs can gain in the country.
Journal article
The strategic challenge from China today is an entirely different threat from the one the United States and its allies faced only four years ago. Crucially, this change represents an urgent but potentially definitive opportunity for the US.
