Note
Trade Diversion: Blessing or Curse?
If tariffs remain high, US-China trade flows will be redirected in the medium term: Third countries may find opportunities to serve US demand, but will also face an influx of low-priced Chinese exports.
Camille Boullenois
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.
Research by Camille Boullenois
Report
Was Made in China 2025 Successful?
To answer whether MIC25 was successful, we measure outcomes across four of the plan's main categories: China’s import dependency, dependency on foreign companies, global competitiveness, and technological leadership.
Note
If Not Tariffs, Then What?
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
Far From Normal: An Augmented Assessment of China’s State Support
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.