Francesca Ghiretti
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fraghi.bsky.social
Francesca Ghiretti
@fraghi.bsky.social
Economic security and China

Research Leader China and Economic Security at Rand Europe; Non-resident Fellow at Wadhwani Center for AI and Advanced Technologies @CSIS; host of the podcast Geoeconomic Competition. Former MERICS, IAI
Reposted by Francesca Ghiretti
If you want more hot takes on China's 15th Five-Year Plan, here you go! I joined my RAND Europe colleague @fraghi.bsky.social on her "Geoeconomic Competition" podcast. open.spotify.com/episode/3zFd...
October 31, 2025 at 6:16 PM
As reported by Henry Gao 🇨🇳 new export controls move

"foreign entities must now obtain an export license if they re-export or manufacture abroad any items that (1) contain over 0.1% of Chinese-origin controlled materials, or (2) are produced using Chinese-origin rare earth technologies"
October 9, 2025 at 7:53 AM
Reposted by Francesca Ghiretti
New: European Commission has unveiled sweeping measures to shield the EU’s struggling steel industry from a flood of overcapacity it says is emanating from China, slashing tariff-free quotas by nearly half and doubling duties on excess shipments to 50%
Eyeing China, EU unveils sweeping measures to shield struggling steel industry
If approved, plan tackling overcapacity would slash tariff-free quotas by nearly half and double duties on excess shipments to 50 per cent.
www.scmp.com
October 7, 2025 at 3:27 PM
Reposted by Francesca Ghiretti
Thanks to @fraghi.bsky.social for hosting me on her brilliant Geoeconomic Competition podcast recently to put the recent EU-US tariff deal and EU-China summit in perspective.

🇺🇸 🇨🇳

Among the questions discussed:

Has EU squandered its "strategic autonomy"?

podcasts.apple.com/us/podcast/i...
Is the EU stuck between a rock and hard place? with Iana Dreyer
Podcast Episode · Geoeconomic Competition · 08/04/2025 · 30m
podcasts.apple.com
August 7, 2025 at 10:25 AM
With the 🇺🇸 Court of International Trade ruling on the "reciprocal tariffs", here's the third episode of 🎧 the series on new trade "deals". Trade tensions between 🇺🇸🇨🇳 with Reva Goujon, Director at Rhodium Group.

open.spotify.com/episode/2Arp...

podcasts.apple.com/gb/podcast/t...
The US-China "deal" with Reva Goujon
Geoeconomic Competition · Episode
open.spotify.com
May 29, 2025 at 2:18 PM
Second episode of Geoeconomic Competition's series on new "deals"!

🇪🇺🇬🇧 summit, the "deal" that followed and what we can expect in the coming months with @georginaewright.bsky.social

Spoiler: no economic security!

podcasts.apple.com/gb/podcast/t...

open.spotify.com/episode/2yFi...
The EU-UK deal with Georgina Wright
Podcast Episode · Geoeconomic Competition · 26/05/2025 · 24m
podcasts.apple.com
May 27, 2025 at 9:58 AM
Reposted by Francesca Ghiretti
Focus on the “direction of travel”! Sound advice and thoughts from @samuelmarclowe.bsky.social in his excellent conversation with @fraghi.bsky.social.

podcasts.apple.com/ca/podcast/g...
The UK-US prosperity deal with Sam Lowe
Podcast Episode · Geoeconomic Competition · 2025-05-21 · 29m
podcasts.apple.com
May 22, 2025 at 9:55 PM
New series on new "trade deals". The first episode is about the 🇬🇧 🇺🇸 Prosperity Deal with Sam Lowe, partner at Flint Global

The series inaugurates a new logo for Geoeconomic Competition thanks to Paolo D'Alessandro!

podcasts.apple.com/gb/podcast/t...

open.spotify.com/episode/0PmJ...
The UK-US prosperity deal with Sam Lowe
Podcast Episode · Geoeconomic Competition · 21/05/2025 · 29m
podcasts.apple.com
May 21, 2025 at 1:55 PM
Reposted by Francesca Ghiretti
I'll be on a stellar panel this evening discussing the resilience of China's economy. I'll be providing the view from Europe.

With the excellent Jude Blanchette, @fraghi.bsky.social @gdp1985.bsky.social - for fans of imposter syndrome, this is not to be missed!

www.rand.org/randeurope/a...
How Resilient Is China’s Economy?
Have decades of economic planning rendered China’s economy more resilient to external shocks? RAND Europe aims to address this critical question by convening leading experts who will delve into the st...
www.rand.org
May 21, 2025 at 11:05 AM
In this episode, Henry Gao, Professor of Law at Singapore Management University helps us unpack 🇨🇳 response to the tariffs and the future trajectory, including the impact on global trade

www.buzzsprout.com/2307085/epis...

podcasts.apple.com/gb/podcast/c...

open.spotify.com/episode/68cf...
China's response to Trump tariffs with Henry Gao - Geoeconomic Competition
In this episode, Francesca is joined by Henry Gao, Professor of Law at the Singapore Management University. The episode unpacks US tariffs against China, China's response and potential future response...
www.buzzsprout.com
April 28, 2025 at 11:57 AM
Buon 25 Aprile! Viva l'Italia 🇮🇹 libera e antifascista!

E come ogni anno
open.spotify.com/track/6aQVKy...
Viva l'Italia
Francesco De Gregori · Viva L'Italia! · Song · 1979
open.spotify.com
April 25, 2025 at 8:06 AM
Reposted by Francesca Ghiretti
The Trump administration is trying to reindustrialize with tariffs, especially on China. But China has lessons to teach the US about industrial strategy. A new RAND Commentary with @fraghi.bsky.social and Benjamin Lenain. www.rand.org/pubs/comment...
April 18, 2025 at 3:51 PM
Reposted by Francesca Ghiretti
Glad to have contributed to Francesca Ghiretti's Geoeconomic Competition podcast, talking about the rich and their role in society - in the past, and today. @fraghi.bsky.social
www.buzzsprout.com/2307085/epis...
The role of the super rich with Guido Alfani - Geoeconomic Competition
In this special episode of Geoeconomic Competition, Francesca Ghiretti talks with Guido Alfani, Professor Economic History at Bocconi University in Milan and author of "As Gods among Men. A History of...
www.buzzsprout.com
February 28, 2025 at 9:39 PM
Here we go (maybe)

"Donald Trump said he had decided to slap 25 per cent tariffs on imports from the EU, as he lashed out at the bloc, saying it “was formed to screw the United States"

on.ft.com/3ESBTjQ Donald Trump says he will impose 25% tariffs on imports from EU
Donald Trump threatens to impose 25% tariffs on EU goods
US president warns levies will target auto sector and be applied ‘generally’
on.ft.com
February 26, 2025 at 7:01 PM
Reposted by Francesca Ghiretti
It has been an honour to participate in this year‘s EEAS Ambassadors‘ Conference with @niclaskv.bsky.social and @fraghi.bsky.social
EUISS was at the EU Ambassadors Conference last week with @ruehlig.bsky.social speaking on the future of EU-#China relations, while @katarzyna-sidlo.bsky.social explored the 2025 outlook for #MENA & its significance for the EU. Honoured to contribute to these critical discussions for #EUDiplomacy.
February 12, 2025 at 6:40 AM
If you want to discuss the intersection between economic security and technology at a time when so much is changing fast, join us this evening to hear more about how 🇬🇧🇪🇺🇯🇵 can collaborate in this area

👇👇
www.iiss.org/events/2025/...
Japan’s economic security and sensitive-technology policy: strategic cooperation with the UK and the EU
www.iiss.org
January 28, 2025 at 10:04 AM
New episode of Geoeconomic Competition!!

What does the 🇺🇸 AI Diffusion framework mean for partners?

I discuss it with Emily Kilcrease senior fellow and director of the Energy, Economics, and Security Program at CNAS

open.spotify.com/episode/6LIy...

podcasts.apple.com/gb/podcast/i...
Implications for partners of the AI diffusion framework with Emily Kilcrease
Geoeconomic Competition · Episode
open.spotify.com
January 27, 2025 at 3:07 PM
"Not everything China does will be about Trump: Most of it will be first and foremost about China"

As we all prepare for the inauguration of Trump as president of 🇺🇸, my first for The Wire China

www.thewirechina.com/2025/01/19/b...
Beijing May Be Changing Gear — But It’s Not Just About Trump - The Wire China
China’s main priority in recent policy making has been its own needs, not preparing for a new U.S. administration.
www.thewirechina.com
January 20, 2025 at 12:15 PM
The 🇪🇺 calls on EU Member States to review outbound investments into non-EU countries.

Three technology areas: semiconductors, artificial intelligence and quantum technologies

ec.europa.eu/commission/p...
Commission calls on Member States to review outbound investments and assess risks to economic security
The Commission has today published a Recommendation calling on EU Member States to review outbound investments of their companies into non-EU countries.
ec.europa.eu
January 15, 2025 at 11:55 AM
Today, I received the copies of my first book and I have to say, it is quite the experience

The book looks at how the 🇪🇺🇬🇧debate about FDI screening triggered snd shaped the broader economic security debate in Europe. I argue, it all started there

bristoluniversitypress.co.uk/chinese-inve...
January 14, 2025 at 11:17 AM
Belated Happy New Year! New episode of Geoeconomic Competition on Nippon Steel and US Steel 🥳

With Deborah Elms, Head of Trade Policy at the Hinrich Foundation, we analyse the long adventure of Nippon Steel's acquisition of US Steel

www.buzzsprout.com/2307085/epis...
Nippon Steel almost acquisition of US Steel with Deborah Elms - Geoeconomic Competition
In this episode of Geoeconomic Competition, Francesca Ghiretti talks with Dr. Deborah Elms, Head of Trade Policy at the Hinrich Foundation. The episode analyses the case and long adventure of Nippon S...
www.buzzsprout.com
January 13, 2025 at 11:38 AM
Happy Holidays everyone!! As 2024 comes to an end and 2025 approaches, it's almost book launch time! 🥳

The first event will be at my alma mater at the Centre for Grand Strategy, King's College London on the 21st of January (17-18.15) at Bush House.

www.kcl.ac.uk/events/book-...
Book Launch: 'Chinese Investments and the Economic Security Turn in Europe' by Francesca Ghiretti
Book Launch: 'Chinese Investments and the Economic Security Turn in Europe' by Francesca Ghiretti
www.kcl.ac.uk
December 23, 2024 at 9:57 AM
New episode of Geoeconomic Competition on 🇪🇺 battery manufacturer Northvolt 🔋

With Cecilia Trasi @bruegel.bsky.social we ask why it is/was so important? What went wrong? What can 🇪🇺 learn?

open.spotify.com/episode/211w...

podcasts.apple.com/gb/podcast/l...

www.buzzsprout.com/2307085/epis...
Let's talk about Northvolt with Cecilia Trasi
Geoeconomic Competition · Episode
open.spotify.com
December 18, 2024 at 8:59 AM
Reposted by Francesca Ghiretti
China’s top chip design tool maker Empyrean Technology cedes control to state-owned firm CEC after US blacklisting – SCMP: ‘Empyrean said the change would allow it to take advantage of CEC’s access to national ministries, local governments, and state-owned enterprises’
Chinese chip tool maker hands reins to state-owned firm after US sanctions
Empyrean Technology is handing control of its board to its largest shareholder, a state-owned enterprise, after Washington blacklisted the software maker.
www.scmp.com
December 10, 2024 at 11:38 AM
Reposted by Francesca Ghiretti
#BreakingNews #SouthKorea Martial law troops withdraw from the National Assembly following the passage of a resolution to lift martial law. In the meantime, a Ministry of Defense official reportedly states, "The Martial Law Command will remain in place until the President lifts martial law."
[속보] 계엄군 국회서 철수중…시민들 환호
www.dnews.co.kr
December 3, 2024 at 5:05 PM