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 258 total results
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We estimate China's total electric vehicle fleet is already displacing over 1 million barrels per day in implied oil demand. That level is likely to rise by around 600,000 barrels per day over the next year.
Report
Chinese FDI in the EU and UK reached €10 billion in 2024, rising 47% from the previous year. Europe also captured 53.2% of Chinese investment in high-income economies.
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How much revenue could a hypothetical sale of China's state-owned assets yield?
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If tariffs remain high, US-China trade flows will be redirected in the medium term: Third countries may find opportunities to serve US demand, but will also face an influx of low-priced Chinese exports.
Report
To answer whether MIC25 was successful, we measure outcomes across four of the plan's main categories: China’s import dependency, dependency on foreign companies, global competitiveness, and technological leadership.
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ASEAN has become the top destination for Chinese manufacturing FDI by number of announced transactions, but US tariffs of more than 30% would deal a major blow to the region’s diversification boom and China’s FDI there.
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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%.”
