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Shut Out: Data Security and Cybersecurity Converge in Next Wave of US Tech Controls
New US tech controls will force a mindset shift for a wide range of industries on how their products could be national security risks.
We support leaders in the public, corporate, and financial sectors with data-driven analysis of China’s economy, policy dynamics, and commercial ties.
Rhodium Group’s China research is grounded in an objective analysis of economic and policy dynamics, and a laser-like focus on implications for government and business decision-makers. We support the public sector, corporate leadership, and institutional investors’ strategy and decision-making with deep and actionable analysis of China’s economy and its global interactions. Our thought leadership work with philanthropies and think tanks has been a part of Rhodium’s mission since its founding in 2008.
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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.
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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 China Pathfinder project scores China's market reform across six key areas relative to open market economy norms.
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A multiyear initiative that aims to provide greater transparency on capital flows between China and the United States.
Rhodium Group provides research, data, and insights that help clients face new challenges and seize new opportunities in China. Our teams have solutions for companies, investors, and governments that operate in or do business with China.
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Our highly experienced analysts take a credit-driven, “follow the money” approach to gauging the inflection points in China’s economic outlook. We have a track record of predicting where China’s economy will go well before it gets there, providing huge value for institutional investors.
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