Senior Analyst
Juliana Bouchaud is a Senior Analyst with Rhodium Group's China Corporate Advisory practice, researching China's economic, technology, and foreign policy developments.
ChinaJuliana also contributes to Rhodium’s research on EU-China relations.
Prior to joining Rhodium, Juliana gained experience at Sinolytics, a China-focused corporate affairs consultancy; the International Relations team at the Mercator Institute for China Studies (MERICS); as well as at the Trade Facilitation, Rules of Origin and International Coordination unit of the European Commission’s Directorate General for Taxation and Customs Union (DG TAXUD). She holds a Bachelor’s degree in Chinese Studies from the University of Cambridge and a Master’s degree in Global Governance and Diplomacy from the University of Oxford.
Juliana is based in Rhodium’s Paris office.
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
As efforts to harmonize US blacklists expand, we examine scenarios under a potential Harris or Trump administration and measure the impact on Chinese firms.
Report
Although diversification is already underway, it proves difficult even in economies that have better security alignment with the US and the same attributes that made China attractive.
