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 303 total results
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.
Flash note
Client exclusive
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.…
Note
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.
Note
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
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
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
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
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…
