@aligarciaherrero.bsky.social
Geoeconomics of Asia and how it relates to the rest of the world, especially Europe. NATIXIS, BRUEGEL, HKUST. @aligarciaherrero @econtwitter.net
@aligarciaherrero.bsky.socialHier ist mein Gastbeitrag. Eine Einigung zwischen Brüssel und Peking ist ein erster Schritt, aber keine Lösung. Sie lindert die Symptome, ohne das Ungleichgewicht im Handel mit China anzugehen. Europa braucht Instrumente, die der Größe des Schocks entsprechen. www.berliner-zeitung.de/article/eu-h...
@igrgavilan.bsky.socialReposted by @aligarciaherrero.bsky.social#cita "El atraso tecnológico se compensa con velocidad de adopción. La pasividad no se compensa con nada" @aligarciaherrero.bsky.social en el prólogo de 'El futuro de la Inteligencia Artificial' (www.amazon.es/El-futuro-In...) de Andrés Pedreño #innovacion #liderazgo #iniciativa #adopcion
@bruegel.orgReposted by @aligarciaherrero.bsky.social🎙️BRICs at 25 🌐
🔵How do Brazil, Russia, India and China influence today’s global economy?
🗣️Jim O’Neill in conversation with host @rebeccawire.bsky.social and Bruegel researchers Suman K. Bery and @aligarciaherrero.bsky.social
🔗Listen to the full episode: buff.ly/liEqvri
@aligarciaherrero.bsky.socialYet private firms remained more profitable. It’s a tale of two cities: stagnant SOEs are benefiting from the system, while private companies are trying to survive in this system and exporting their way out.
@aligarciaherrero.bsky.socialThe interest burden for central SOEs was falling faster than for private firms, reaching 2.2 per cent and 3.2 per cent, respectively, giving state firms a borrowing advantage.
@aligarciaherrero.bsky.socialViews for @scmpnews.bsky.social on #China: The duality is more complex than just exporting and not consuming. It’s really entrenched in #China’s #corporate governance. The divide was evident in the differing fortunes of central state-owned enterprises (SOEs) and private firms.
@aligarciaherrero.bsky.socialMy OpEd for @euractiv.com 8 months into the US-Iran war: oil shock splitting in two. West gets tighter money: euro area inflation at 3.3%, US 10y at 5.3% Bund highest since 2011. China absorbs it through weak demand: 10y at 1.67% with bank margins near record lows
@aligarciaherrero.bsky.socialI spoke to @ANC News about increasingly difficult #global #financial conditions and what it means for the #Philippines.
www.youtube.com/watch?v=rtH8...
@aligarciaherrero.bsky.socialMy article on #Trump-#Xi summit is the pick of the week for @asia.nikkei.com . Thank you @andysharpy.bsky.social
asia.nikkei.com/opinion/chin...
@aligarciaherrero.bsky.socialHere is my monthly newsletter on #China in the world and what it means for Europe @bruegel.org
US and China agreed on an AI “red phone.” Europe was not in the room since not even the AI Act buys a seat. Neither side will slow frontier AI
ZhōngHuá Mundus: mailchi.mp/bruegel/zhng...
@bruegel.orgReposted by @aligarciaherrero.bsky.social🎙️ NEW PODCAST: Chinas AI governance playbook 🤖
@yuyunzhan.bsky.social & @aligarciaherrero.bsky.social are joined by Kristy Loke to examine how China governs artificial intelligence and what that means for the global AI race.
⏯️ Listen now: buff.ly/EgD6rvW
#EconSky
@bruegel.orgReposted by @aligarciaherrero.bsky.social📊 The September 2026 update for the China Economic Database is out now!
🗺️ FOCUS: The widening economic gap between Zhejiang and China's northeast
🔗 Explore the dataset: buff.ly/VoLD42f
🖋️ @aligarciaherrero.bsky.social Robin Schindowski, Théo Storella and Jianwei Xu #EconSky
@aligarciaherrero.bsky.socialSharing my Op-Ed published on @brusselstimes.com: "The seemingly irrelevant #Xi-#Trump summit points to an increasingly relevant N-2 problem".
www.brusselstimes.com/opinions/233...
@aligarciaherrero.bsky.socialMein in der Berliner Zeitung veröffentlichter Kommentar: Der Westen an Chinas Leine: Warum #Trumps #Xi-Gipfel für Deutschland ein Desaster ist.
@aligarciaherrero.bsky.socialMy new @asia.nikkei.com column: Trump greeted Xi on the tarmac. The summit left a 2-month truce Beijing hasn't even confirmed. A shrinking truce is a leash, not a bridge. Washington now needs stability more than Beijing does.
asia.nikkei.com/opinion/chin...
@aligarciaherrero.bsky.socialThis reflects Beijing’s prioritisation of technological leadership and manufacturing strength.
@aligarciaherrero.bsky.socialChina pours extraordinary resources into AI, robotics, EVs, batteries and other strategic technologies. But it is being financed in part by financially repressed households: cheap captive savings, weak wage growth and a consumption share of GDP that remains far too low for an economy of this size.
@aligarciaherrero.bsky.socialViews for @scmpnews.bsky.social: This contradiction is #China’s “dual economy”: one side produces world-class technology and exports, while the other is characterised by stagnant household incomes and weak consumption.
@aligarciaherrero.bsky.socialMy TV with @BBC on #Trump-#Xi Summit.
@aligarciaherrero.bsky.socialMy Op-Ed for @euractiv.com: " #Xi’s growing hold on #Trump is bad news for #Europe".
