Note
Bessent Takes a Big Swing with Outbound Investment Controls
The latest outbound investment controls indicate that the high-stakes nature of tech competition with China will impose hard limits on Trump's transactionalism.
Reva Goujon
Director
Reva Goujon is a Director at Rhodium Group, leading client engagement for Rhodium China’s corporate advisory team.
ChinaReva has almost two decades of professional experience as a geopolitical strategist, working with business and government clients to manage risks, assess scenarios, and make informed decisions. Reva is known for her ability to watch the map move and anticipate how deep, structural forces, including US-China competition, disruptive technologies, or the reorganization of global trade, are forcing a rethink of corporate strategy and behavior. Reva also contributes to research on US-China relations, industrial policies and China’s economic statecraft.
Prior to joining Rhodium Group, Reva was Managing Director and Head of Strategic Intelligence at Martin+Crumpton Group, a strategic advisory and risk management consulting firm. Before that, she was Vice President of Global Analysis at Stratfor, where she led a global team of analysts and served as chief thought leader for the firm’s strategic analysis, forecasting, and scenario-planning services.
Reva is a term member of the Council on Foreign Relations. She has a Bachelor’s degree in government from the University of Texas at Austin and a Master’s degree from the Security Studies program of the School of Foreign Service at Georgetown University in Washington, DC.
Research by Reva Goujon
Report
Hyperscaler Heaven? A Reality Check on India’s AI Ambitions
India is building AI compute faster than it can use it as the country experiences a data center boom built on generous policy support. This makes India central to US AI export strategy and economic security alignment, despite its non-aligned mantra.
Report
Fighting Hubris in AI Strategy: A Layer-by-Layer Dissection of AI Tech Stack Competition
Policy attention has fixated on chips, the cloud, and models. But crafting a durable AI strategy will require a broader approach reconciling industrial capacity, geopolitical realities, and rapid evolution of the technology.
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Closer to Home: Testing the Western Hemisphere’s Diversification Potential
Most countries in the Western Hemisphere are not competitive for ex-China diversification, and in the few that are, like Mexico, costs are rising. Reorienting supply chains to the region will therefore be a necessarily gradual effort.