Report
No Quick Fixes: China’s Long-Term Consumption Growth
We explain what is holding back household consumption in China and examine the policy debate over how to catalyze consumer spending.
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.
Report
We explain what is holding back household consumption in China and examine the policy debate over how to catalyze consumer spending.
Note
Unless Beijing implements serious demand reforms, developing nations will be crowded out of manufacturing by Chinese overcapacity, leaving them dependent and without export opportunities.
Note
External relations can only be positive if China demonstrates convergence with market norms. Based on the China Pathfinder framework, the opposite is in evidence, and market economies will discuss how to react at the coming G7 leader’s summit.
Note
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.