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 31 – 40 of 297 total results
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The last time the US imposed sweeping global tariffs, manufacturing supply chains adapted to soften the blow. The current tariff shock is stronger than in 2018, yet uncertainty is also much higher.
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The last few years have seen foreign carmakers’ China operations shift from cash cows to drags on profits. Their responses to that sea change vary, with implications well beyond corporate bottom lines.
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China’s selective presentation of its economic data plays an important role in strategic competition with the United States and in managing China’s reputation among advanced and emerging nations. It should be viewed accordingly.
External research
In 2024, Chinese ZEV firms invested more abroad than at home, a historic shift after years of directing around 80% of investment to the domestic market.
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Setting subsidies at fixed, nominal levels pushes consumers to buy lower-priced cars to get a bigger implied discount, which is pushing the industry toward intense competition at lower price points.
External research
China’s outbound FDI momentum remained elevated in Q2 2025, making the first half of the year the strongest since 2020. The basic materials sector led the surge, recording its highest level of announced investment since the onset of the COVID-19 pand
Report
We review the most important moments of China's exchange rate reforms since 2005, what has changed in twenty years, and more remarkably, what has remained the same.
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The Trump administration’s decision to let NVIDIA sell its H20 chips to China is a sharp break from Biden-era controls, but its vision of keeping China hooked on US AI tech doesn't comport with Beijing's self-reliance push.
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We estimate China's total electric vehicle fleet is already displacing over 1 million barrels per day in implied oil demand. That level is likely to rise by around 600,000 barrels per day over the next year.
Report
Chinese FDI in the EU and UK reached €10 billion in 2024, rising 47% from the previous year. Europe also captured 53.2% of Chinese investment in high-income economies.
