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How China’s Overcapacity Holds Back Emerging Economies
Unless Beijing implements serious demand reforms, developing nations will be crowded out of manufacturing by Chinese overcapacity, leaving them dependent and without export opportunities.
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.
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Showing 11 – 20 of 224 total results
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Unless Beijing implements serious demand reforms, developing nations will be crowded out of manufacturing by Chinese overcapacity, leaving them dependent and without export opportunities.
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Building on a long collaboration between Rhodium Group and MERICS, this report summarizes China’s investment footprint in the EU-27 and the UK in 2023, analyzing the shifting patterns in China’s FDI as well as policy developments in Europe and China.
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Rhodium Group’s MPER China framework allows investors to effectively de-risk from problematic Chinese issuers without wholesale divestment.
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External relations can only be positive if China demonstrates convergence with market norms. Based on the China Pathfinder framework, the opposite is in evidence, and market economies will discuss how to react at the coming G7 leader’s summit.
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In deploying a fresh wave of duties on a short list of strategic products, the Biden administration is highlighting the China dependencies that it wants to break while also inadvertently providing China with a target list for retaliation.
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We take a fresh look at the data on the expanding capacity of China’s legacy chip production after two big waves of US-led chip controls and review how the US aims to target these foundational chips.
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EU duties on Chinese EV imports are unlikely to be high enough to slow market share gains for Chinese automakers, forcing Brussels to consider other tools to protect the continent’s car industry.
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Mexico is attracting substantial, long-term de-risking investment—outpacing its closest diversification peer, Vietnam. The country is also attracting Chinese FDI, which is bound to attract scrutiny from Washington as the USMCA review approaches.
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Although China is developing capacities that are making its economy more resilient to Western sanctions, reciprocal economic statecraft measures would exact a heavy financial toll on the G7, China itself, and the global economy.
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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.