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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.
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 21 – 30 of 214 total results
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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.
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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
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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.
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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.
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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.
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China’s External Debt Renegotiations After Zambia
Beijing finally appears to be changing its approach in providing debt relief to emerging markets.
Report
Sanctioning China in a Taiwan Crisis: Scenarios and Risks
Exploring the potential economic impacts of sanctions on China in the event of a Taiwan crisis, their spillover effects, and the challenge of coordination.
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Tapped Out
The current weakness of localities’ finances is the primary reason that there has been no meaningful fiscal support for China’s recovery this year.
