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Pole Position: Chinese EV Investments Boom Amid Growing Political Backlash
Chinese OFDI along the EV value chain has been booming, fueling anxiety about Chinese companies’ dominance in high-tech industries.
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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Showing 41 – 50 of 234 total results
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Chinese OFDI along the EV value chain has been booming, fueling anxiety about Chinese companies’ dominance in high-tech industries.
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The shifting economic relationship between Germany and China could have outsize impact on the direction of European policymaking toward Beijing.
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In the second half of 2023, Beijing's efforts on market policy reorientation were limited.
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China's economic policymaking process appears broken, or at the very least impaired.
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China may see a cyclical recovery to perhaps 3.0-3.5% growth in 2024 as the property sector bottoms out, but structural slowdown will remain the dominant story for years to come.
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China's economic slowdown will likely force Beijing to channel S&T funding toward a narrower core of national security-relevant companies and priorities.
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US policymakers are wagering that industry and partners will align with US controls and that time and innovation are on Washington's side.
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The European Commission's new anti-subsidy investigation into Chinese electric vehicles could be just the first of several trade defense measures to protect European industry.
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As the structural nature of China's slowdown becomes undeniable, we track Beijing’s reform efforts by comparing China’s economic system to those of market economies.
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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.