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
#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-...
#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
« certaines profitent indirectement de la demande liée aux semi-conducteurs, mais leur production globale reste en retrait dans un contexte de ralentissement mondial et de tarifs douaniers américains »
October 27, 2025 at 11:50 AM
« certaines profitent indirectement de la demande liée aux semi-conducteurs, mais leur production globale reste en retrait dans un contexte de ralentissement mondial et de tarifs douaniers américains »
#Japan: #Takaichi’s political foundation to revive part of Abenomics shaken after Komeito opts out
aliciagarciaherrero.substack.com/p/japan-taka...
aliciagarciaherrero.substack.com/p/japan-taka...
October 14, 2025 at 2:39 AM
#Japan: #Takaichi’s political foundation to revive part of Abenomics shaken after Komeito opts out
aliciagarciaherrero.substack.com/p/japan-taka...
aliciagarciaherrero.substack.com/p/japan-taka...
#China's #Fiscal Problem Will Persist Under the Current Growth Model
aliciagarciaherrero.substack.com/p/chinas-fis...
aliciagarciaherrero.substack.com/p/chinas-fis...
October 10, 2025 at 7:49 AM
#China's #Fiscal Problem Will Persist Under the Current Growth Model
aliciagarciaherrero.substack.com/p/chinas-fis...
aliciagarciaherrero.substack.com/p/chinas-fis...
My paper for journal Financial and Economic Review: "How Close is #China’s Medium-Term Outlook to That of #Japan?"
hitelintezetiszemle.mnb.hu/sw/static/fi...
hitelintezetiszemle.mnb.hu/sw/static/fi...
October 3, 2025 at 9:51 AM
My paper for journal Financial and Economic Review: "How Close is #China’s Medium-Term Outlook to That of #Japan?"
hitelintezetiszemle.mnb.hu/sw/static/fi...
hitelintezetiszemle.mnb.hu/sw/static/fi...
#BoJ preview: Groping through high global uncertainty deserves cautious approach to hike
aliciagarciaherrero.substack.com/p/boj-previe...
aliciagarciaherrero.substack.com/p/boj-previe...
September 18, 2025 at 1:54 AM
#BoJ preview: Groping through high global uncertainty deserves cautious approach to hike
aliciagarciaherrero.substack.com/p/boj-previe...
aliciagarciaherrero.substack.com/p/boj-previe...
China’s #Corporate Squeeze: What Falling Markup Reveals About Economic #Involution
aliciagarciaherrero.substack.com/p/chinas-cor...
aliciagarciaherrero.substack.com/p/chinas-cor...
September 16, 2025 at 9:58 AM
China’s #Corporate Squeeze: What Falling Markup Reveals About Economic #Involution
aliciagarciaherrero.substack.com/p/chinas-cor...
aliciagarciaherrero.substack.com/p/chinas-cor...
" #China is – and will remain as – the star of #green finance in Asia"
aliciagarciaherrero.substack.com/p/china-is-a...
aliciagarciaherrero.substack.com/p/china-is-a...
September 11, 2025 at 3:30 AM
" #China is – and will remain as – the star of #green finance in Asia"
aliciagarciaherrero.substack.com/p/china-is-a...
aliciagarciaherrero.substack.com/p/china-is-a...
Any autocrat - which the world is in increasingly populated with, would love to see Europe's decline. With it traditional democratic values will go too, which make our European leaders even more irresponsible both in front of European citizens but also for the rest of the world. Sad times ahead.
September 5, 2025 at 6:19 PM
Any autocrat - which the world is in increasingly populated with, would love to see Europe's decline. With it traditional democratic values will go too, which make our European leaders even more irresponsible both in front of European citizens but also for the rest of the world. Sad times ahead.
#Sector winners and losers in #China’s new economic reality: Consumer and internet giants take center stage
aliciagarciaherrero.substack.com/p/sector-win...
aliciagarciaherrero.substack.com/p/sector-win...
September 4, 2025 at 11:19 AM
#Sector winners and losers in #China’s new economic reality: Consumer and internet giants take center stage
aliciagarciaherrero.substack.com/p/sector-win...
aliciagarciaherrero.substack.com/p/sector-win...
Few thought #Trump would manage to attract massive amounts of investment from allies but it is happing: Nothing else than USD 150 billion from South Korea in shipbuilding!
August 24, 2025 at 4:42 AM
Few thought #Trump would manage to attract massive amounts of investment from allies but it is happing: Nothing else than USD 150 billion from South Korea in shipbuilding!
Investors interested in #China’s #green transition should focus on the power infrastructure rather than renewables
aliciagarciaherrero.substack.com/p/investors-...
aliciagarciaherrero.substack.com/p/investors-...
August 15, 2025 at 2:29 PM
Investors interested in #China’s #green transition should focus on the power infrastructure rather than renewables
aliciagarciaherrero.substack.com/p/investors-...
aliciagarciaherrero.substack.com/p/investors-...
#China can reach its #growth #target 2025 but with even more #stimulus and the second half will be tougher
aliciagarciaherrero.substack.com/p/china-can-...
aliciagarciaherrero.substack.com/p/china-can-...
August 15, 2025 at 10:45 AM
#China can reach its #growth #target 2025 but with even more #stimulus and the second half will be tougher
aliciagarciaherrero.substack.com/p/china-can-...
aliciagarciaherrero.substack.com/p/china-can-...
My TV interview with @BBC : "The #US-#China truce is to be extended, but clouds remain as new tariffs, including 100% in #semiconductors, have been imposed since the Stockholm meetings, and China is seeking to negotiate lower sectoral tariffs in the next round. "
August 12, 2025 at 10:05 AM
My TV interview with @BBC : "The #US-#China truce is to be extended, but clouds remain as new tariffs, including 100% in #semiconductors, have been imposed since the Stockholm meetings, and China is seeking to negotiate lower sectoral tariffs in the next round. "
#RBA Monitor: Only a 25bp hawkish cut will be delivered in August
For more full summaries and more of my Op-Eds, please subscribe my newsletter channel on Substack for free:
aliciagarciaherrero.substack.com/p/rba-monito...
For more full summaries and more of my Op-Eds, please subscribe my newsletter channel on Substack for free:
aliciagarciaherrero.substack.com/p/rba-monito...
August 7, 2025 at 2:51 AM
#RBA Monitor: Only a 25bp hawkish cut will be delivered in August
For more full summaries and more of my Op-Eds, please subscribe my newsletter channel on Substack for free:
aliciagarciaherrero.substack.com/p/rba-monito...
For more full summaries and more of my Op-Eds, please subscribe my newsletter channel on Substack for free:
aliciagarciaherrero.substack.com/p/rba-monito...
Could “involution” be solved by companies’ investment decisions?
aliciagarciaherrero.substack.com/p/could-invo...
aliciagarciaherrero.substack.com/p/could-invo...
August 1, 2025 at 7:54 AM
Could “involution” be solved by companies’ investment decisions?
aliciagarciaherrero.substack.com/p/could-invo...
aliciagarciaherrero.substack.com/p/could-invo...
#China: Private #firms lead in capital efficiency and innovation while state-owned giants rely on policy support
aliciagarciaherrero.substack.com/p/china-priv...
aliciagarciaherrero.substack.com/p/china-priv...
July 30, 2025 at 11:38 AM
#China: Private #firms lead in capital efficiency and innovation while state-owned giants rely on policy support
aliciagarciaherrero.substack.com/p/china-priv...
aliciagarciaherrero.substack.com/p/china-priv...
#BoJ preview: Positive developments on tariff negotiations but still premature to hike in July
aliciagarciaherrero.substack.com/p/boj-previe...
aliciagarciaherrero.substack.com/p/boj-previe...
July 29, 2025 at 6:25 AM
#BoJ preview: Positive developments on tariff negotiations but still premature to hike in July
aliciagarciaherrero.substack.com/p/boj-previe...
aliciagarciaherrero.substack.com/p/boj-previe...
#Japan’s trade #deal with the #US is good news but pressure might not be over
aliciagarciaherrero.substack.com/p/japans-tra...
aliciagarciaherrero.substack.com/p/japans-tra...
July 25, 2025 at 9:20 AM
#Japan’s trade #deal with the #US is good news but pressure might not be over
aliciagarciaherrero.substack.com/p/japans-tra...
aliciagarciaherrero.substack.com/p/japans-tra...
My TV interview with @BBC News on #EU-#US tariff deal and #EU-#China Summit. "Whether the #tariffs can be lower for EU is much depending on what the EU can offer to US. EU-China Summit is underwhelming with none of the economic issues can be solved, as it has been the case for years. "
July 25, 2025 at 5:46 AM
My TV interview with @BBC News on #EU-#US tariff deal and #EU-#China Summit. "Whether the #tariffs can be lower for EU is much depending on what the EU can offer to US. EU-China Summit is underwhelming with none of the economic issues can be solved, as it has been the case for years. "