Data Insight
China’s Global Investment Grew in 2025, But Exports Outpaced Offshoring
The China Cross-Border Monitor (CBM) recorded a total of $124 billion of new FDI transactions announced by Chinese firms in 2025, an 18% increase from 2024.
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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Client exclusive
China’s Dollar Recycling: From Order to Chaos
China’s Q3 balance of payments data released at year-end offer new insights into a larger mystery: how the recycling of China’s dollar surpluses is changing as trade and capital inflows accelerate. The PBOC’s past intervention via forward markets…
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Client exclusive
Nothing’s Gonna Stop Us Now
China’s trade surplus hit an all-time high of $1.19 trillion in 2025, and net exports were a significant contributor to China’s economic growth. Beijing managed trade tensions with the United States throughout the year, and global…
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Client exclusive
China Acquiesces to EU Terms on EV Price Undertaking
On January 12, the European Commission published guidance for China-based battery electric vehicle (BEV) exporters on the submission of price undertaking (UT) offers—price floors on imported vehicles to counteract the effects of subsidies. The…
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China’s “New” Strategic Industries Will Not Produce 5% GDP Growth
China’s “new” high-technology industries will not generate investment sufficient to power 5% GDP growth in the years ahead. New input-output tables released by the NBS show these industries remain too small relative to traditional sectors.
Shanghai Bund skyline landmark ,Ecological energy renewable solar panel plant
Report
If China Attacks Taiwan
In a report with the German Marshall Fund, we analyze the potential consequences for China of “Minor Conflict” and “Major War” scenarios.
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Client exclusive
Man in the Arena: Trump’s Geopolitical Gambit for the Americas and Beyond
While a US military operation to depose the Venezuelan president was remarkably swift, the task of remaking the Americas in Washington’s image will be anything but. In addition to the unavoidable challenges surrounding deep regime patronage networks…
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China’s Economy: Rightsizing 2025, Looking Ahead to 2026
China's actual 2025 GDP growth fell short of 3%. For domestic demand to lift China above 2% GDP growth in 2026, Beijing must reverse the systemic causes of household and business malaise or pile on costly demand subsidies.
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Malign Indifference: China’s Currency and the Threat to Europe
China’s real exchange rate is likely to continue falling over the next two to three years, eroding the effectiveness of the EU’s trade defense and economic security toolbox.
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Client exclusive
Beyond Made in China: US Attempts to Rewrite Rules of Origin
While the Trump administration has put most restrictive measures targeting China on hold, the US is continuing to identify tools to limit Chinese content in US-bound imports. Earlier this year, the US established a 40% tariff on “transshipped”…
