Associate Director
Camille Boullenois is an Associate Director with Rhodium Group’s China Projects team, where she works on the analysis of China’s economic system, industrial policy, and market reform.
ChinaBefore joining Rhodium Group, Camille headed the Brussels office for Sinolytics, advising clients on market governance and data strategies, as well as the regulatory challenges arising from the Corporate Social Credit System. Previously, she worked as an analyst at China Policy and contributed to the EIU, Oxford Analytica, and the ECFR. Camille holds a PhD in international, political, and strategic studies from the Australian National University, where she wrote her dissertation on social mobility and entrepreneurship in the Chinese countryside.
Note
Concerns are mounting in Brussels that existing tools may be insufficient to address the spillovers from China’s deep domestic imbalances and policies designed to capture global market share. What policy options are available to the EU?
Report
Compared to other countries, China’s approach to industrial policy has been characterized by broader and more entrenched market distortions, deeply systemic rather than targeted, and with a far greater distortive effect on global trade.
Note
China’s investment-led growth model has reached its limits and household consumption will be the key driver of China’s long-term economic trajectory. Beijing has reform options available, though they vary in financial and political viability.
Note
Over the past seven years, the US and Japan have diversified their trade, sourcing, and investment away from China. The European Union hasn't, despite having derisking policies in place. We explain why.
