Note
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.
Search
Filters:
Showing 1 – 10 of 11 total results
Note
All In: US Places a Big Bet with October 17 Controls
US policymakers are wagering that industry and partners will align with US controls and that time and innovation are on Washington's side.
Note
Irrational Expectations: Long-Term Challenges of Diversification Away from China
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.
Note
When Multinationals Start De-risking, How Will Beijing Know?
When foreign companies and investors start “de-risking” and reducing exposure to China’s economy, Beijing will probably be unable to detect the magnitude of the change in behavior.
Report
Circuit Breakers: Securing Europe’s Green Energy Supply Chains
Though Europe’s oil and gas dependence on Russia is the more immediate chokepoint, its reliance on China for the energy technologies of the future poses a similar problem.
Report
Understanding US-China Decoupling: Macro Trends and Industry Impacts
This study seeks to illuminate the costs associated with a US decoupling from China, providing valuable perspective on the magnitude and range of economic effects that the Biden administration must consider as it shapes its policy agenda with China
Report
Exploring a ‘Green List’ for EU-China Economic Relations
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
Financial Decoupling: What Are We Really Talking About?
In the context of US-China tensions, recent media reports have flagged the possibility of new regulatory or legislative interventions into bilateral financial flows.
Report
Preventing Deglobalization
Rhodium Group contributes to a pathbreaking study on the economics of a digital divorce, modeling the impact on China from attempting to "nativize" information and communication technology sectors.
Report
Deepening China-Taiwan Relations through the Economic Cooperation Framework Agreement
Daniel Rosen and Zhi Wang pen this policy brief on China-Taiwan relations in advance of their forthcoming book, The Implications of China-Taiwan Economic Liberalization.