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We estimate that if Beijing were to privatize only 10% of state-owned assets, it would generate between 15.5-28.5 trillion RMB. A quarter of state assets could yield 38.8-58.5 trillion RMB and half could yield 77.7 trillion to 117 trillion RMB.

Since the IRA, companies have announced $843bn in investment for clean manufacturing, clean electricity, and industrial facilities. $522bn of that remains to be spent, with 2,217 announced or under-construction facilities that have yet to come online. cleaninvestmentmonitor.org/reports/q1-202…

Under the House budget package, steep reductions in clean energy deployment plus the proposed material sourcing constraints on clean manufacturing tax credit eligibility could put a meaningful amount of this $522bn in outstanding investment at risk. rhg.com/research/ways-…

In our latest report with MERICS, we dig into China's investment in Europe in 2024. Chinese FDI in the EU and UK reached €10 billion in 2024, rising 47% from the previous year. Read the full report: rhg.com/research/chine…

Repealing the energy tax credits will place extra burden on US domestic manufacturing and industrial producers through higher fuel costs. These higher costs drive up industrial expenditures by $9-11 billion across the sector in 2035. rhg.com/research/ways-…

In a new note, we detail changes to the energy tax credits in the House bill passed yesterday. If enacted, these changes will increase energy costs, slash clean energy deployment, hold back innovation & threaten a meaningful amount of announced investment. rhg.com/research/house…

What could a hypothetical privatization scenario mean for China’s fiscal and growth picture? We look at historical examples, outline the scope and size of China’s public sector, and estimate how much fiscal revenue Chinese SOE asset sales could raise: rhg.com/research/fire-…