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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.
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 11 – 20 of 207 total results
Note
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.
Report
Running Out of Road: China Pathfinder Annual Scorecard
As the structural nature of China's slowdown becomes undeniable, we track Beijing’s reform efforts by comparing China’s economic system to those of market economies.
Note
Irrational Expectations: Long-Term Challenges of Diversification Away from China
Firms are actively diversifying investment and sourcing away from China, but it won't necessarily reduce reliance on Chinese inputs and suppliers in the near term.
Note
Vanishing Act: The Shrinking Footprint of Chinese Companies in the US
The US is experiencing a post-pandemic boom in FDI, but Chinese companies are notably missing from the party.
Note
The Myth of China’s Fiscal Space
China’s fiscal capacity is now very limited, because Beijing’s tax system is dependent upon an investment-led growth model that is ending.
Report
ESG Impacts of China’s Next-Generation Outbound Investments: Indonesia and Cambodia
This report describes the changes in China’s global outbound foreign direct investment since 2017 and analyzes its implications for host countries from an ESG perspective
Note
Big Strides in a Small Yard: The New US Outbound Investment Screening Regime
The proposed approach targets a smaller set of technology categories, but uncertainties in the regulatory draft language raise questions about its ultimate scope.
Note
China Pathfinder: Will Sluggish Growth Trigger Green Shoots of Reform? Q2 2023 Update
Leaders and economists hint that China's macroeconomic stress is necessitating a renewed push for reform.
Note
When Multinationals Start De-risking, How Will Beijing Know?
When foreign companies and investors start “de-risking” and reducing exposure to China’s economy, Beijing will probably be unable to detect the magnitude of the change in behavior.
