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.
Filters:
Showing 81 – 90 of 102 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
Local-level credit events in China are piling up, and evidence of broader stress across China’s financial system is accumulating.
Report
This study aims to strip the geopolitical emotion out of the decoupling debate and provide a fact-based, transparent framework for assessing which areas of the EU’s trade, investment and broader economic relationship with China are benign
Note
Recent tensions in the Taiwan Strait have stoked fears of a conflict between China and Taiwan and raised questions about the implications of such a scenario for the global economy.
Note
Leaders and economists hint that China's macroeconomic stress is necessitating a renewed push for reform.
Note
China’s fiscal capacity is now very limited, because Beijing’s tax system is dependent upon an investment-led growth model that is ending.
Note
The return of Donald Trump to the White House represents a multi-dimensional challenge for Europe, with major implications for transatlantic relations, Europe’s relationship with China, and broader G7 unity.
Note
The United States is on an unspoken mission to claw back strategic assets from China.
Note
The Trump administration’s decision to let NVIDIA sell its H20 chips to China is a sharp break from Biden-era controls, but its vision of keeping China hooked on US AI tech doesn't comport with Beijing's self-reliance push.
Note
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.
