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 306 total results
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.
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…
