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 41 – 50 of 250 total results
Report
We take a fresh look at the data on the expanding capacity of China’s legacy chip production after two big waves of US-led chip controls and review how the US aims to target these foundational chips.
Note
EU duties on Chinese EV imports are unlikely to be high enough to slow market share gains for Chinese automakers, forcing Brussels to consider other tools to protect the continent’s car industry.
Note
Mexico is attracting substantial, long-term de-risking investment—outpacing its closest diversification peer, Vietnam. The country is also attracting Chinese FDI, which is bound to attract scrutiny from Washington as the USMCA review approaches.
Report
Although China is developing capacities that are making its economy more resilient to Western sanctions, reciprocal economic statecraft measures would exact a heavy financial toll on the G7, China itself, and the global economy.
Spectacular views of the Bund,shanghai,china.
Journal article
As China's growth slows, Beijing's moves are drawing a global backlash
Note
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.
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New US tech controls will force a mindset shift for a wide range of industries on how their products could be national security risks.
Note
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.
