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
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.
Report
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.
Note
The return of Donald Trump to the White House represents a multi-dimensional challenge for Europe, with major implications for transatlantic relations, Europe’s relationship with China, and broader G7 unity.
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.
