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 102 total results
Report
To answer whether MIC25 was successful, we measure outcomes across four of the plan's main categories: China’s import dependency, dependency on foreign companies, global competitiveness, and technological leadership.
Report
Building on a long-standing collaboration between Rhodium Group and MERICS, this report summarizes China’s investment footprint in the EU-27 and the UK in 2025, analyzing policy developments and the shifting patterns in China’s FDI.
Report
We review China’s role in four major sectors—apparel, consumer electronics, PV, and autos—over the past decade, then consider four plausible scenarios to 2030 and their implications for China’s future role in global trade and investment patterns.
Note
China dominates manufacturing of intermediate goods that use critical materials as inputs, creating an additional layer of chokepoints, which Beijing is targeting in its most recent export controls—including outside of China.
Note
Trade barriers and outright bans in major markets like the US threaten to stall export momentum for China's automakers. Slumping export growth will put pressure on Chinese automakers, potentially leading to industry consolidation.
Report
As China’s economic model loses steam, African officials and policymakers will need to plan for growth and economic transformation with an understanding that their largest trade and investment partner might look very different than it has.
Note
New US tech controls will force a mindset shift for a wide range of industries on how their products could be national security risks.
Note
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.
Note
Chinese OFDI along the EV value chain has been booming, fueling anxiety about Chinese companies’ dominance in high-tech industries.
Note
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.
