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 252 total results
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Concerns are mounting in Brussels that existing tools may be insufficient to address the spillovers from China’s deep domestic imbalances and policies designed to capture global market share. What policy options are available to the EU?
External research
We estimate that 2,134 PRC security issuers—almost 40% of the A-share universe—are involved in the development of an expanded set of technologies in the AFIP memo.
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The United States is on an unspoken mission to claw back strategic assets from China.
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China’s aggregate fiscal revenues are likely to decline in 2025, even if China meets its full-year economic growth targets of “around 5%.”
Report
Compared to other countries, China’s approach to industrial policy has been characterized by broader and more entrenched market distortions, deeply systemic rather than targeted, and with a far greater distortive effect on global trade.
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We break down the potential fault lines within the five core assumptions implicit in emerging US AI policy. This lets us stress test the US approach and anticipate what the next wave of AI competition will likely entail.
External research
Newly announced global investment by Chinese companies dropped slightly in 2024 as new investments in battery manufacturing slowed sharply, but completed investment trended up as Chinese firms moved ahead with capital intensive greenfield projects.
External research
New global investments by Chinese companies fell in Q4 2024: Despite robust investment in energy and minerals, a continued slowdown in the automotive sector caused an overall decline.
Note
An election on February 23 could bring change in Germany’s approach to China. The extent of the shift will depend in part on the makeup of the governing coalition.
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China’s investment-led growth model has reached its limits and household consumption will be the key driver of China’s long-term economic trajectory. Beijing has reform options available, though they vary in financial and political viability.
