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 11 – 20 of 226 total results
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The US is forging ahead with new measures to bar Chinese-made vehicles as well as certain software and hardware from the US market. Global automakers and their suppliers will now have to restructure their supply chains to comply with the new rules.
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In this note, we explore the emerging debate in Europe about conditioning Chinese greenfield investment in the EV sector and the tools the EU could use to ensure they reap the benefits from these investments.
External research
After years of slowing outbound investment, Chinese companies are again expanding abroad. But this new generation of China’s overseas investment has very different objectives and destinations than in the previous decade.
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The allocation of capital for China's industrial policy—be it direct grants, credit, or PE-VC investment—does not necessarily follow the objectives announced in Beijing policies.
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As efforts to harmonize US blacklists expand, we examine scenarios under a potential Harris or Trump administration and measure the impact on Chinese firms.
Report
Although diversification is already underway, it proves difficult even in economies that have better security alignment with the US and the same attributes that made China attractive.
Note
The Third Plenum included laudable goals that would align with market norms under the Pathfinder framework. But with few exceptions, the decisions do not answer how these goals will be accomplished.
External research
In Q2 2024, Western governments blacklisted a record 198 Chinese entities. Looking ahead, sanctions are likely to remain a key risk for global investors as scrutiny of Chinese companies expands into new areas.
Report
We explain what is holding back household consumption in China and examine the policy debate over how to catalyze consumer spending.
External research
After a notable post-COVID rebound, China’s outbound foreign direct investment is losing steam again.
