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.
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While the Trump administration has put most restrictive measures targeting China on hold, the US is continuing to identify tools to limit Chinese content in US-bound imports. Earlier this year, the US established a 40% tariff on “transshipped”…
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With European automakers under increasing pressure, the European Commission is considering new tools to restrict market access, safeguard jobs, and buy time for domestic producers, especially via local content requirements.
Report
As China’s economic model loses steam, African officials and policymakers will need to plan for growth and economic transformation with an understanding that their largest trade and investment partner might look very different than it has.
Data Insight
Though slightly below the peak in early 2025, China’s outbound FDI momentum remained strong in Q3 2025. Amid global anxiety about China weaponizing critical mineral supply chains, Chinese investment in basic materials reached a new high.
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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.
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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.
Data Insight
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
