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 51 – 60 of 102 total results
Data Insight
As China's domestic economy slows, the spillovers to African economies are intensifying, especially via trade. We look at Angola, the DRC, and South Africa to evaluate how African economies will be affected.
Report
We examine how China’s AI firms finance their operations and evaluate their scope and sustainability, including a comparative perspective with US firms.
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A deep look at where Chinese chipmakers and their state backers are likely to focus their resources after the export controls imposed by the US on October 7, 2022
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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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Unless Beijing implements serious demand reforms, developing nations will be crowded out of manufacturing by Chinese overcapacity, leaving them dependent and without export opportunities.
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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.
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Although it represents a relatively small portion of total foreign investment, Chinese FDI in Mexico is significantly higher than shown in official statistics.
Data Insight
After a weak start to the year, the third quarter of 2024 confirms that the post-COVID rebound remains strong.
Data Insight
After a notable post-COVID rebound, China’s outbound foreign direct investment is losing steam again.
Note
If US officials are to make any progress in trade talks with China, basic facts on the nature and trajectory China’s economic system will have to play a bigger role.
