Alicia Garcia Herrero 艾西亞
@aligarciaherrero.bsky.social
Geoeconomics of Asia and how it relates to the rest of the world, especially Europe. NATIXIS, BRUEGEL, HKUST. @aligarciaherrero @econtwitter.net
Para los que estáis interesados en como China domina el mercado de tierras raras (y muchos otros minerales críticos), os comparto este podcast con la Fundación Consejo España China.
open.spotify.com/episode/6cG7...
open.spotify.com/episode/6cG7...
#24: La partida que mueve el mundo: el dominio chino de las tierras raras
open.spotify.com
November 17, 2025 at 10:02 AM
Para los que estáis interesados en como China domina el mercado de tierras raras (y muchos otros minerales críticos), os comparto este podcast con la Fundación Consejo España China.
open.spotify.com/episode/6cG7...
open.spotify.com/episode/6cG7...
My opinions for Reuters: "A diplomatic rift with China could have a bigger effect on Japan than just a dent in its tourism sector. What is crucial is Japan's stubborn dependence on rare earth metals, which has decreased very marginally since Japan tried to diversify."
www.reuters.com/world/asia-p...
www.reuters.com/world/asia-p...
www.reuters.com
November 17, 2025 at 8:26 AM
My opinions for Reuters: "A diplomatic rift with China could have a bigger effect on Japan than just a dent in its tourism sector. What is crucial is Japan's stubborn dependence on rare earth metals, which has decreased very marginally since Japan tried to diversify."
www.reuters.com/world/asia-p...
www.reuters.com/world/asia-p...
The odd currency in #Asia this year is the #NTD. An incendiary article by @TheEconomist arguing that the NTD is undervalued (I cannot agree more!) and #Taiwan's central bank response (#CBC) denying it. NTD appreciated 2% but went back to square one (CBC must have been busy since...)
November 17, 2025 at 6:52 AM
Views for @bloomberg.com: “The deal is far from done. #China can use licenses as leverage and decide to grant or withdraw them and exert pressure any time.”
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
China and US Yet to Agree Rare-Earth Deal Weeks After Talks
The US and China are still negotiating over the key details of how Beijing will free up sales of rare earths, according to a person familiar with the matter, weeks after a trade truce that Washington ...
www.bloomberg.com
November 17, 2025 at 5:33 AM
Views for @bloomberg.com: “The deal is far from done. #China can use licenses as leverage and decide to grant or withdraw them and exert pressure any time.”
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
According to @Reuters, #Germany's trade deficit with #China has reached USD100b. German exports to China are experiencing negative double-digit growth. For a country with a structural trade surplus, this is something I would really focus on if I were a #German policy maker
November 16, 2025 at 5:29 AM
According to @Reuters, #Germany's trade deficit with #China has reached USD100b. German exports to China are experiencing negative double-digit growth. For a country with a structural trade surplus, this is something I would really focus on if I were a #German policy maker
Reposted by Alicia Garcia Herrero 艾西亞
Pour penser une stratégie européenne face à la poussée chinoise, il faut commencer par la cartographier.
@aligarciaherrero.bsky.social et Michal Krystyanczuk signent la première étude comparative des innovations radicales dans l'Union, en Chine et aux États-Unis.
legrandcontinent.eu/fr/2025/11/1...
@aligarciaherrero.bsky.social et Michal Krystyanczuk signent la première étude comparative des innovations radicales dans l'Union, en Chine et aux États-Unis.
legrandcontinent.eu/fr/2025/11/1...
Chine : les chiffres des innovations radicales
Pour penser une stratégie européenne face à la poussée chinoise, il faut commencer par la cartographier. Alicia García-Herrero et Michal Krystyanczuk signent la première étude comparative qui traque ...
legrandcontinent.eu
November 12, 2025 at 9:50 AM
Pour penser une stratégie européenne face à la poussée chinoise, il faut commencer par la cartographier.
@aligarciaherrero.bsky.social et Michal Krystyanczuk signent la première étude comparative des innovations radicales dans l'Union, en Chine et aux États-Unis.
legrandcontinent.eu/fr/2025/11/1...
@aligarciaherrero.bsky.social et Michal Krystyanczuk signent la première étude comparative des innovations radicales dans l'Union, en Chine et aux États-Unis.
legrandcontinent.eu/fr/2025/11/1...
Mi artículo sobre lo diferentes que son los modelos de descarbonización de #China y de la #UE. China se centra en su competitivad generando oferta de renovables y tranporte verde; la #UE en reducir la demanda tasando el carbón, a costa de perder competitividad.
www.expansion.com/opinion/2025...
www.expansion.com/opinion/2025...
November 12, 2025 at 7:26 AM
Mi artículo sobre lo diferentes que son los modelos de descarbonización de #China y de la #UE. China se centra en su competitivad generando oferta de renovables y tranporte verde; la #UE en reducir la demanda tasando el carbón, a costa de perder competitividad.
www.expansion.com/opinion/2025...
www.expansion.com/opinion/2025...
Reposted by Alicia Garcia Herrero 艾西亞
🔬 What can Europe learn from China’s critical-tech innovation push?
With Europe lagging behind the US and China on critical tech, European policy makers must improve the EU's innovation environment.
📑Policy Brief by @aligarciaherrero.bsky.social and Michal Krystyanczuk
🔗 buff.ly/KpNbhPY
#EconSky
With Europe lagging behind the US and China on critical tech, European policy makers must improve the EU's innovation environment.
📑Policy Brief by @aligarciaherrero.bsky.social and Michal Krystyanczuk
🔗 buff.ly/KpNbhPY
#EconSky
What can Europe learn from China’s critical-tech innovation push?
China’s rise in frontier technologies narrows its gap with the US as Europe struggles with slow replication and fragmented research
buff.ly
November 5, 2025 at 4:45 PM
🔬 What can Europe learn from China’s critical-tech innovation push?
With Europe lagging behind the US and China on critical tech, European policy makers must improve the EU's innovation environment.
📑Policy Brief by @aligarciaherrero.bsky.social and Michal Krystyanczuk
🔗 buff.ly/KpNbhPY
#EconSky
With Europe lagging behind the US and China on critical tech, European policy makers must improve the EU's innovation environment.
📑Policy Brief by @aligarciaherrero.bsky.social and Michal Krystyanczuk
🔗 buff.ly/KpNbhPY
#EconSky
Mi artículo para @elconfidencial.bsky.social sobre acuerdo #Trump #China. Trump ha entendido que no tiene nada que hacer con China en lo comercial, por lo que está dispuesto a tomar más riesgos, escalando hacia la disuasión militar. Más peligroso todavía
blogs.elconfidencial.com/amp/economia...
blogs.elconfidencial.com/amp/economia...
www.google.com
November 2, 2025 at 12:38 AM
Mi artículo para @elconfidencial.bsky.social sobre acuerdo #Trump #China. Trump ha entendido que no tiene nada que hacer con China en lo comercial, por lo que está dispuesto a tomar más riesgos, escalando hacia la disuasión militar. Más peligroso todavía
blogs.elconfidencial.com/amp/economia...
blogs.elconfidencial.com/amp/economia...
I am sharing my recent podcast in the series of #Zhonghua Mundus in The Sound of Economics by @bruegel.org. In this episode, I talked with Cecilia Trasi and Yuyun Zhan to explore the state of #EU–China #climate relations.
www.bruegel.org/podcast/para...
www.bruegel.org/podcast/para...
Paradoxical EU-China climate relations
As COP30 approaches, what is the real state of EU–China climate relations?
www.bruegel.org
October 31, 2025 at 1:18 PM
I am sharing my recent podcast in the series of #Zhonghua Mundus in The Sound of Economics by @bruegel.org. In this episode, I talked with Cecilia Trasi and Yuyun Zhan to explore the state of #EU–China #climate relations.
www.bruegel.org/podcast/para...
www.bruegel.org/podcast/para...
My Op-Ed for CommonWealth Magazine: " #Trump– #Xi’s Temporary Truce: What It Means for #Taiwan."
english.cw.com.tw/article/arti...
english.cw.com.tw/article/arti...
Trump–Xi’s Temporary Truce: What It Means for Taiwan｜Insight｜2025-10-31｜web only
The Trump–Xi summit produced a fragile truce in U.S.–China tensions, offering limited economic relief but shifting focus toward military posturing. Taiwan, notably absent from the agenda, avoided dire...
english.cw.com.tw
October 31, 2025 at 11:50 AM
My Op-Ed for CommonWealth Magazine: " #Trump– #Xi’s Temporary Truce: What It Means for #Taiwan."
english.cw.com.tw/article/arti...
english.cw.com.tw/article/arti...
#Trump-#Xi "deal" is just a truce but with big consequences for #Taiwan. My Op-Ed for @comms2pa.bsky.social english.cw.com.tw/article/arti...
Trump–Xi’s Temporary Truce: What It Means for Taiwan｜Insight｜2025-10-31｜web only
The Trump–Xi summit produced a fragile truce in U.S.–China tensions, offering limited economic relief but shifting focus toward military posturing. Taiwan, notably absent from the agenda, avoided dire...
english.cw.com.tw
October 31, 2025 at 11:12 AM
#Trump-#Xi "deal" is just a truce but with big consequences for #Taiwan. My Op-Ed for @comms2pa.bsky.social english.cw.com.tw/article/arti...
My article for @bruegel.org First Glance Series: "The #Trump – #Xi summit: less a deal, more an uneasy truce".
The Trump–Xi summit: less a deal, more an uneasy truce
The meeting of the US and Chinese presidents in South Korea resulted in a pragmatic but precarious agreement
www.bruegel.org
October 31, 2025 at 8:03 AM
My article for @bruegel.org First Glance Series: "The #Trump – #Xi summit: less a deal, more an uneasy truce".
#RBA Monitor: Sticky #inflation justifying status quo in November with data dependency
aliciagarciaherrero.substack.com/p/rba-monito...
aliciagarciaherrero.substack.com/p/rba-monito...
October 31, 2025 at 6:47 AM
#RBA Monitor: Sticky #inflation justifying status quo in November with data dependency
aliciagarciaherrero.substack.com/p/rba-monito...
aliciagarciaherrero.substack.com/p/rba-monito...
Realizing PM #Takaichi’s “Resilient #Japan”: Policy and #Sector Implications
aliciagarciaherrero.substack.com/p/realizing-...
aliciagarciaherrero.substack.com/p/realizing-...
October 30, 2025 at 11:44 AM
Realizing PM #Takaichi’s “Resilient #Japan”: Policy and #Sector Implications
aliciagarciaherrero.substack.com/p/realizing-...
aliciagarciaherrero.substack.com/p/realizing-...
Cumbre #Trump-#Xi con @josevizner.bsky.social. La clave está en lo que Trump ha esquivado: #Taiwan y levantar los controles a los nuevos chips de #Nvidia Blackwell. Además, de la contención económica pasamos a la militar con tests nucleares por parte de EE.UU.! www.youtube.com/watch?v=v_yD...
“Trump no ganó nada relevante, salvo evitar hablar de Taiwán. China se impone". García Herrero
YouTube video by Negocios TV
www.youtube.com
October 30, 2025 at 11:37 AM
Cumbre #Trump-#Xi con @josevizner.bsky.social. La clave está en lo que Trump ha esquivado: #Taiwan y levantar los controles a los nuevos chips de #Nvidia Blackwell. Además, de la contención económica pasamos a la militar con tests nucleares por parte de EE.UU.! www.youtube.com/watch?v=v_yD...
Trump's agreement to build one nuclear submarine for #SouthKorea is another big signal in that direction. Are we moving to #AUSKUS for SK, other than #UK and #Australia? The action is moving from economic war to managed nuclear tensions (hopefully managed)
www.youtube.com/watch?v=utKt...
www.youtube.com/watch?v=utKt...
October 30, 2025 at 6:01 AM
Trump's agreement to build one nuclear submarine for #SouthKorea is another big signal in that direction. Are we moving to #AUSKUS for SK, other than #UK and #Australia? The action is moving from economic war to managed nuclear tensions (hopefully managed)
www.youtube.com/watch?v=utKt...
www.youtube.com/watch?v=utKt...
This is the real news from the Trump-Xi summit www.reuters.com/world/china/...
October 30, 2025 at 5:27 AM
This is the real news from the Trump-Xi summit www.reuters.com/world/china/...
Views for @asia.nikkei.com: "#Taiwan will find it harder and harder to trade with Southeast Asia. #China is putting more strings on Taiwan-related trade as the region grows more dependent on its largest trading partner. "
asia.nikkei.com/spotlight/as...
asia.nikkei.com/spotlight/as...
Taiwan's 'southbound' strategy hits headwinds in Southeast Asia
US tariffs and weaker returns test the island's companies that once fled China
asia.nikkei.com
October 28, 2025 at 9:40 AM
Views for @asia.nikkei.com: "#Taiwan will find it harder and harder to trade with Southeast Asia. #China is putting more strings on Taiwan-related trade as the region grows more dependent on its largest trading partner. "
asia.nikkei.com/spotlight/as...
asia.nikkei.com/spotlight/as...
#BoJ preview: Status quo in October to buy time to communicate with #Takaichi’s new government
October 28, 2025 at 7:13 AM
#BoJ preview: Status quo in October to buy time to communicate with #Takaichi’s new government
Mes opinions pour le média français L'événement : « Les industries traditionnelles comme la machinerie, la chimie et le textile affichent des résultats mitigés en 2025 »
October 27, 2025 at 11:50 AM
Mes opinions pour le média français L'événement : « Les industries traditionnelles comme la machinerie, la chimie et le textile affichent des résultats mitigés en 2025 »
Views for @nikkei.com: The U.S. could halve fentanyl related tariffs on China to 10%, halt a push for a 50-50 split in chipmaking with Taiwan, and loosen export controls on Nvidia chips.
asia.nikkei.com/economy/trad...
asia.nikkei.com/economy/trad...
US raises markets' hopes for China deal as Beijing keeps cautious tone
Upbeat Bessent touts progress on rare earths, soybeans and more after Malaysia talks
asia.nikkei.com
October 27, 2025 at 10:46 AM
Views for @nikkei.com: The U.S. could halve fentanyl related tariffs on China to 10%, halt a push for a 50-50 split in chipmaking with Taiwan, and loosen export controls on Nvidia chips.
asia.nikkei.com/economy/trad...
asia.nikkei.com/economy/trad...
