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Overcapacity at the Gate
China's policy plans will compound the growing imbalance between domestic supply and demand, setting China on course for a trade confrontation with the rest of the world.
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 91 – 100 of 295 total results
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Shut Out: Data Security and Cybersecurity Converge in Next Wave of US Tech Controls
New US tech controls will force a mindset shift for a wide range of industries on how their products could be national security risks.
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Pole Position: Chinese EV Investments Boom Amid Growing Political Backlash
Chinese OFDI along the EV value chain has been booming, fueling anxiety about Chinese companies’ dominance in high-tech industries.
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Tipping Point? Germany and China in an Era of Zero-Sum Competition
The shifting economic relationship between Germany and China could have outsize impact on the direction of European policymaking toward Beijing.
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China Pathfinder Update: Lack of Policy Solutions in Second Half of 2023 Belies Official Data
In the second half of 2023, Beijing's efforts on market policy reorientation were limited.
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Beijing’s Silence is Deafening
China's economic policymaking process appears broken, or at the very least impaired.
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Through the Looking Glass: China’s 2023 GDP and the Year Ahead
China may see a cyclical recovery to perhaps 3.0-3.5% growth in 2024 as the property sector bottoms out, but structural slowdown will remain the dominant story for years to come.
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Spread Thin: China’s Science and Technology Spending in an Economic Slowdown
China's economic slowdown will likely force Beijing to channel S&T funding toward a narrower core of national security-relevant companies and priorities.
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All In: US Places a Big Bet with October 17 Controls
US policymakers are wagering that industry and partners will align with US controls and that time and innovation are on Washington's side.
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Opening Salvo: The EU’s Electric Vehicle Probe and What Comes Next
The European Commission's new anti-subsidy investigation into Chinese electric vehicles could be just the first of several trade defense measures to protect European industry.
