Armand Meyer

Sep 7, 2023 | rhg.com | Thilo Hanemann |Armand Meyer |Danielle Goh

The United States is experiencing a post-pandemic boom in foreign direct investment (FDI), driven by the resilience of the US economy as well as new industrial policies that incentivize US manufacturing investment such as the CHIPS Act and the Inflation Reduction Act (IRA). Chinese companies are notably missing from the party. This note uses a proprietary Rhodium dataset as well as new US government data to analyze latest patterns of China’s FDI in the US.

Jul 18, 2023 | rhg.com | Logan G. Wright |Agatha Kratz |Armand Meyer

When foreign companies and investors start “de-risking” and reducing exposure to China’s economy amidst an economic slowdown and rising operational challenges, Beijing will probably be unable to detect the magnitude of the change in behavior. There is no single economic data series that can effectively capture companies’ decisions to intentionally reduce their real economic exposure to China.