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Collision Course: The Future of Chinese Carmakers in Russia
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.
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 102 total results
Note
US-China Trade War, Volume 2
In deploying a fresh wave of duties on a short list of strategic products, the Biden administration is highlighting the China dependencies that it wants to break while also inadvertently providing China with a target list for retaliation.
Cargo vessel at sea
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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
Far From Normal: An Augmented Assessment of China’s State Support
Compared to other countries, China’s approach to industrial policy has been characterized by broader and more entrenched market distortions, deeply systemic rather than targeted, and with a far greater distortive effect on global trade.
Report
Chinese FDI in Europe: 2023 Update
Building on a long collaboration between Rhodium Group and MERICS, this report summarizes China’s investment footprint in the EU-27 and the UK in 2023, analyzing the shifting patterns in China’s FDI as well as policy developments in Europe and China.
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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.
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China Pathfinder: Q1 2024 Update
External relations can only be positive if China demonstrates convergence with market norms. Based on the China Pathfinder framework, the opposite is in evidence, and market economies will discuss how to react at the coming G7 leader’s summit.
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Don’t Stop Believin’: The Inexorable Rise of German FDI in China
EU investments in China are being driven by Germany and its carmakers, deepening their dependency on the Chinese market while Berlin and Brussels pursue economic de-risking policies.
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Chinese FDI in the United States: 3Q 2015 Update
President Xi’s state visit to the United States in September has illustrated how important two-way investment has become for US-China economic relations, including visits at Chinese-owned companies and discussions to advance a bilateral investment…
Report
Fighting Hubris in AI Strategy: A Layer-by-Layer Dissection of AI Tech Stack Competition
Policy attention has fixated on chips, the cloud, and models. But crafting a durable AI strategy will require a broader approach reconciling industrial capacity, geopolitical realities, and rapid evolution of the technology.
