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Overcapacity at the Gate
China's policy plans will compound the growing imbalance between domestic supply and demand, setting China on course for a trade confrontation with the rest of the world.
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.
Content by Camille Boullenois
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Spread Thin: China’s Science and Technology Spending in an Economic Slowdown
China's economic slowdown will likely force Beijing to channel S&T funding toward a narrower core of national security-relevant companies and priorities.
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Opening Salvo: The EU’s Electric Vehicle Probe and What Comes Next
The European Commission's new anti-subsidy investigation into Chinese electric vehicles could be just the first of several trade defense measures to protect European industry.
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Irrational Expectations: Long-Term Challenges of Diversification Away from China
Firms are actively diversifying investment and sourcing away from China, but it won't necessarily reduce reliance on Chinese inputs and suppliers in the near term.