Data Insight
Autos and Materials Strong, Real Estate Rebounds: Q3 2026 Update
Autos and materials remained the key drivers of new investment activity. New investments in overseas real estate projects surged to a 9-year high.
Research
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 316 total results
Report
Global Impacts of China’s Chemicals Buildout
Chemicals are a top priority in China’s broader drive for industrial competitiveness and supply chain self-sufficiency. This report explores the causes and ramifications of China’s expansive chemicals buildout.
Note
Bessent Takes a Big Swing with Outbound Investment Controls
The latest outbound investment controls indicate that the high-stakes nature of tech competition with China will impose hard limits on Trump's transactionalism.
Note
Client exclusive
Trump 2.0 in a Divided Government
Democrats are favored to win the House and possibly the Senate in the US midterm elections on November 3. Democrats have outlined a legislative strategy challenging Trump on issues ranging from tariffs and affordability, to tech, to Taiwan.…
Report
Hyperscaler Heaven? A Reality Check on India’s AI Ambitions
India is building AI compute faster than it can use it as the country experiences a data center boom built on generous policy support. This makes India central to US AI export strategy and economic security alignment, despite its non-aligned mantra.
PM in a group photograph along with global tech leaders at the Opening Ceremony of India AI Impact Summit 2026 at Bharat Mandapam, in New Delhi on February 19, 2026.
Note
All Fun and Games? Modeling Outcomes from the Board of Trade
Simulating the Board of Trade's proposed tariff cuts using a leading trade model, we estimate that annual global US goods exports could rise by $10.3 billion and global Chinese goods exports could rise by $11.0 billion relative to the status quo.
Flash note
Client exclusive
Trump, Xi, and the Art of the Two-Month Deal
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
Who Loses from China’s Export Gains?
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
Examining China’s AI Financing
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
Monitoring China-Africa Trade Spillovers
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.
