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 300 total results
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Chinese FDI in the US has fallen significantly from its 2016 peak and remained at low levels for the past five years. The reality of the bilateral relationship makes a meaningful rebound of Chinese FDI in the US unlikely.
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We estimate China will lose nearly 60 million people in the next decade, roughly equivalent to the population of France. The impact on household consumption is obvious, but the larger problem for Beijing may be the hit to social security funds.
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A year and a half after the EU's new duties on China-made EVs, imports are still accelerating. The proposed Industrial Accelerator Act is one possible fix, but even in its strongest form, it might not be enough to shield European carmakers.
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China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate.
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China’s financial and fiscal systems are increasingly inefficient tools to maintain domestic economic growth, making China’s economy far more dependent upon exports in 2026 than in previous years.
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Most countries in the Western Hemisphere are not competitive for ex-China diversification, and in the few that are, like Mexico, costs are rising. Reorienting supply chains to the region will therefore be a necessarily gradual effort.
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Client exclusive
Chinese auto investment in North America—and especially the US—remains fraught. Political resistance, regulatory hurdles, and commercial risk all remain high. But President Trump’s hyper-transactional approach to dealmaking and the reset in Canada-China…
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Chinese carmakers have lower cost structures, driven by tighter control over their supply chains and a stronger focus on the China market. This puts Western OEMs in a tough spot.
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Over the past year, German political leaders, central bankers, business associations, and unions have begun talking openly about the risks of a “China shock.” The rhetoric, however, has not been matched by decisive policy action.
Powerful lights on a modern factory at night
Data Insight
The momentum of Chinese outbound FDI dropped in Q4 2025, with only $19.2 billion in newly announced transactions. Greenfield investment led the slowdown, with only a single new billion-dollar project announced.
