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...

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...

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...

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...

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...

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...

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...

Buon 25 Aprile! Viva l'Italia 🇮🇹 libera e antifascista! E come ogni anno open.spotify.com/track/6aQVKy...

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...

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...

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

It has been an honour to participate in this year‘s EEAS Ambassadors‘ Conference with @niclaskv.bsky.social and @fraghi.bsky.social

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/...

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...

"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...

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...

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...

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...

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-...

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...

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’

#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."

South Korean military leaders say the martial law will remain in place until President Yoon Suk Yeol lifts it himself despite parliament’s vote to rescind it. Demonstrations banned.

It took only ~2.5 hrs for the National Assembly to gather a majority of members (190 of 300) and generate a unanimous vote (190 of 190) to vote down the emergency martial law. The law says the president "shall comply" with parliament's vote, but doesn't specify a time frame.

"There is little doubt that 🇷🇺 is already using gold to pay for goods it cannot procure conventionally, or for transactions it wishes to obscure. [..] 🇷🇺 gold exports to 🇨🇳 increased after the 🇺🇸, 🇬🇧, and 🇪🇺 banned Russian gold imports in 2022." kyivindependent.com/opinion-russ...

It has been a while since my PhD and now FDI screening is back in 🇪🇺debates as capitals want to cut the list of critical technologies. Thank you to Camille Gijs for the opportunity to comment on why this update is important www.politico.eu/article/eu-c...

Xi Jinping's surprise stop in Morocco signals China's growing interest in the country’s role in EV battery production. Is Morocco becoming a key player in China’s industrial strategy?

"Respondents in China now believe that structural factors are most important in explaining why people are poor. Unequal opportunity surged to being the number one reason why respondents believe people are poor, and an unfair economic structure jumped to number three."

🆕 One more special 🎁 episode of Geoeconomic Competition 🎧 , then back to one episode every two weeks Episode on the potential econ sec policies on 🇨🇳 of Trump 2 🇺🇲. Thanks to Barath Harithas Senior Fellow at CSIS. www.buzzsprout.com/2307085/epis... open.spotify.com/episode/0K4F...

Great to participate in GMF Taiwan Trilateral Forum in Prague last week A big thank you to Bonnie Glaser Joshua Stone and Franziska Lüttge for the invitation, to the panelists for the great content on tech supply chains and to all participants for the fruitful exchange of ideas

New episode of Geoeconomic Competition out now! 🎧 What to expect from the economic policies of Trump II 🇺🇸 Presidency? We try to answer this question with Matthew Goodman, Director at the Council on Foreign Relations (CFR). open.spotify.com/episode/6iBT... podcasts.apple.com/gb/podcast/t...

WELCOME BACK! New episode of Geoeconomic Competition now out! With Gregor Sebastian, Rhodim Group, we ask can 🇨🇳 greenfield investments contribute to 🇪🇺 's competitiveness? www.buzzsprout.com/2307085/1568... open.spotify.com/episode/7t5I... podcasts.apple.com/gb/podcast/c...

"China has introduced new guidelines that will mean US microprocessors from Intel and AMD are phased out of government PCs and servers, as Beijing ramps up a campaign to replace foreign technology with homegrown solutions. " on.ft.com/494pWBa

Episode 5 of Geoeconomic Competition is the first episode of a small series dedicated to industrial policies. Simone Tagliapietra, Senior Fellow at Bruegel tells us about the 🇪🇺green industrial policy www.buzzsprout.com/2307085/1471... open.spotify.com/episode/4zIT...

Episode 5 of Geoeconomic Competition is the first episode of a small series dedicated to industrial policies. Simone Tagliapietra, Senior Fellow at Bruegel tells us about the 🇪🇺green industrial policy www.buzzsprout.com/2307085/1471... open.spotify.com/episode/4zIT...

Honored to be invited by Francesca at MERICS for her podcast, Geoeconomics Competition Podcast. She made good questions on Japan's economics security policies. www.buzzsprout.com/2307085/1448...

Welcome to the first episode of the podcast Geoeconomic Competition! The very first episode is about the 🇪🇺 Commission's package on economic security and the first guest is @tobiasgehrke.bsky.social www.buzzsprout.com/2307085/1438... open.spotify.com/episode/4vcP...

"The lack of progress on key points for the EU is hardly surprising and, in all likelihood, it was not the intended scope of the summit nor does it take away from the importance of the summit itself" bit.ly/3uV7nku | by Francesca Ghiretti

It may be a good time to place reciprocity with 🇨🇳 on the agenda (it was never really taken off) and exploit the window of opportunity that exists. BUT that should not come at expense of 🇪🇺's progress on economic security, my thoughts for @politico.com www.politico.eu/article/belg...

My short opinion on 🇨🇳's anti-dumping investigation against 🇫🇷 brandy for Politico After Macron's successful visit earlier this year, the targeting of 🇫🇷 is a response to 🇫🇷 automotive sector's role in 🇪🇺 anti-subsidy investigation against 🇨🇳 EV. www.politico.eu/article/chin...

Interesting argument on reasons for decline - not fully convinced that the loss of faith and support for progress is the key element, but in relation to the need for culture and innovation funding, it makes for a compelling argument Is the west talking itself into decline? on.ft.com/3RPTtrK

🇨🇳 CNC export to 🇷🇺 soar But "Analysts are yet to positively identify any ( 🇨🇳 CNC) being used on social media or during hours of propaganda footage filmed inside Russia’s high-tech military factories. CNC devices pictured are still all from 🇪🇺, 🇹🇼, 🇰🇷 or 🇯🇵 suppliers." on.ft.com/3U2mIKL

We finally got Blue Sky in Brussels.

8/8 That is why China has maxed out economically on infrastructure spending at much lower levels than the US or Europe. With the "right" set of institutional reforms, China can resolve its over-investment problem, but without these reforms, more investment means more losses.

You can literally see CNN bending over backwards to avoid saying "fascism" when they describe Trump's speech as using "language condemned for its ties to White supremacist rhetoric" FFS, he said immigrants are “poisoning the blood of our country.” That's the center square on the Fascist bingo card

Come sempre, è stato un vero piacere fare due chiacchiere e risate con Valeria Manieri e Francesco Radicioni su Asiatica! Dal 🇪🇺🇨🇳 summit, allo sviluppo delle relazioni tra i due e l'uscita dell'🇮🇹 dalla Via della Seta (BRI), abbiamo parlato di un po' di tutto! www.radioradicale.it/scheda/71604...

As the EU moves forward with plans to de-risk ties with China, it is encountering a familiar problem: getting businesses to go on the record with their gripes Story from me: www.scmp.com/news/china/d...

Last week I had the pleasure to talk about 🇨🇳 foreign policy with a panel of great experts Ilaria Mazzocco, Yunnan Chen and Carla Freeman Thank you to CSIS Bid Data China conference organizers for the invite! Our panel is at 2:42:48 but I recommend the whole coference www.csis.org/events/prosp...

A little late to the game, but here a few thoughts of the 🇪🇺🇨🇳 summit of last week What I find interesting is part of the communications from both sides still display quite gap between reality and words A big thank you to 9DASHLINE for the opportunity www.9dashline.com/article/eu-c...

Orban and US Republicans collaborating to torpedo Ukraine aid www.theguardian.com/us-news/2023...