Note
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.
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 102 total results
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.
Report
Chinese FDI in Europe: 2022 Update
Greenfield investments in EV battery plants cushioned a drop in Chinese FDI in Europe to a decade low, a new report from Rhodium Group and MERICS shows
Note
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.
Note
Silent Saboteurs: Loaded Assumptions in US AI Policy
We break down the potential fault lines within the five core assumptions implicit in emerging US AI policy. This lets us stress test the US approach and anticipate what the next wave of AI competition will likely entail.
Note
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…
Note
Overcapacity at the Gate
China's policy plans will compound the growing imbalance between domestic supply and demand, setting China on course for a trade confrontation with the rest of the world.
Note
The Hangover: Foreign Carmakers’ China Strategies
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.
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.
Note
Why Isn’t Europe Diversifying from China?
Over the past seven years, the US and Japan have diversified their trade, sourcing, and investment away from China. The European Union hasn't, despite having derisking policies in place. We explain why.
