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
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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.
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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?
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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.
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We review China’s role in four major sectors—apparel, consumer electronics, PV, and autos—over the past decade, then consider four plausible scenarios to 2030 and their implications for China’s future role in global trade and investment patterns.
