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 250 total results
Note
The return of Donald Trump to the White House represents a multi-dimensional challenge for Europe, with major implications for transatlantic relations, Europe’s relationship with China, and broader G7 unity.
Note
By our estimates, China’s GDP growth in 2024 improved modestly to around 2.4% to 2.8%, well below target. If it stimulates domestic demand with some urgency and ramps up debt, we think China could get to 3-4.5% growth in 2025.
Journal article
As the tenor of the global AI race grows existential, the high-stakes wagers of tech titans and world powers risk geopolitical combustion.
Journal article
America now has the upper hand—but Trump’s maximalist tariffs would still carry risks.
Note
Chinese carmakers have made inroads into the Russian market, but are facing growing headwinds from Russia itself and the risk of increased scrutiny from Western policymakers.
External research
Chinese companies are expanding again in Northern Europe and Southeast Asia through greenfield FDI, which may complicate US efforts to get Chinese entities out of supply chains and curb their access to advanced technologies.
Note
With its December 2 chip control rules, the US is deploying a powerful combination of long-arm measures and entity listings that center on China’s self-reliance nexus of Huawei and SMIC.
Note
Over the past seven years, the US and Japan have diversified their trade, sourcing, and investment away from China. The European Union hasn't, despite having derisking policies in place. We explain why.
Report
We examine three G20 case countries—Brazil, South Korea, and Indonesia—and their likely responses to both US and Chinese economic statecraft in an escalation of tensions over Taiwan.
External research
After a weak start to the year, the third quarter of 2024 confirms that the post-COVID rebound remains strong.
