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.
Filters:
Showing 1 – 10 of 227 total results
Note
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.
Note
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.
Note
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.
Report
Compared to its own 2010 baseline, China has improved. However, further progress has been elusive, and our indicators suggest China has hit limits on convergence with the OECD. This gap will likely remain in the coming years.
Note
The US is forging ahead with new measures to bar Chinese-made vehicles as well as certain software and hardware from the US market. Global automakers and their suppliers will now have to restructure their supply chains to comply with the new rules.
Note
In this note, we explore the emerging debate in Europe about conditioning Chinese greenfield investment in the EV sector and the tools the EU could use to ensure they reap the benefits from these investments.
Note
The allocation of capital for China's industrial policy—be it direct grants, credit, or PE-VC investment—does not necessarily follow the objectives announced in Beijing policies.
Note
As efforts to harmonize US blacklists expand, we examine scenarios under a potential Harris or Trump administration and measure the impact on Chinese firms.
Report
Although diversification is already underway, it proves difficult even in economies that have better security alignment with the US and the same attributes that made China attractive.
