Partner
Agatha Kratz is a Partner at Rhodium Group, leading the firm's corporate advisory work.
ChinaShe also leads its research on European Union-China relations and supply chain diversification in an era of intensifying geopolitics. She also contributes to Rhodium’s work on China’s global trade and investment, and industrial and technology policy.
Agatha holds a Ph.D. from King’s College London, on China’s railway diplomacy. Her previous positions include Associate Policy Fellow at the European Council on Foreign Relations and Editor-in-Chief of its quarterly journal China Analysis, Assistant Editor for Gavekal-Dragonomics’ China Economic Quarterly, and Junior Fellow at Asia Centre in Paris
Report
Chinese FDI in the EU and UK reached €10 billion in 2024, rising 47% from the previous year. Europe also captured 53.2% of Chinese investment in high-income economies.
Note
ASEAN has become the top destination for Chinese manufacturing FDI by number of announced transactions, but US tariffs of more than 30% would deal a major blow to the region’s diversification boom and China’s FDI there.
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.
