External research
A Closing Back Door? China’s Evolving FDI Presence in Mexico
Although it represents a relatively small portion of total foreign investment, Chinese FDI in Mexico is significantly higher than shown in official statistics.
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 31 – 40 of 258 total results
Report
End of the Line: The Cost of Faltering Reforms
Compared to its own 2010 baseline, China has improved. However, further progress has been elusive, and our indicators suggest China has hit limits on convergence with the OECD. This gap will likely remain in the coming years.
Note
Car Trouble: ICTS Rule Rewires Global Auto Supply Chains
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
Terms and Conditions Apply: Regulating Chinese EV Manufacturing Investment in Europe
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.
Note
The Mountain is High, the Lead Investor is Far Away
The allocation of capital for China's industrial policy—be it direct grants, credit, or PE-VC investment—does not necessarily follow the objectives announced in Beijing policies.
Journal article
China’s Economy Has Peaked. Can Beijing Redefine Its Goals?
Reprinted from China Leadership Monitor, Volume 81, September 1, 2024
Note
The Urge to Merge: Streamlining US Sanction Lists Targeting China
As efforts to harmonize US blacklists expand, we examine scenarios under a potential Harris or Trump administration and measure the impact on Chinese firms.
Report
A Diversification Framework for China
Although diversification is already underway, it proves difficult even in economies that have better security alignment with the US and the same attributes that made China attractive.
Note
China Pathfinder: Q2 2024 Update
The Third Plenum included laudable goals that would align with market norms under the Pathfinder framework. But with few exceptions, the decisions do not answer how these goals will be accomplished.
External research
Blacklist Bonanza: Sanctions Against Chinese Companies Hit Record High
In Q2 2024, Western governments blacklisted a record 198 Chinese entities. Looking ahead, sanctions are likely to remain a key risk for global investors as scrutiny of Chinese companies expands into new areas.
