Mi #Tribuna para @elpais sobre la sombra de #Putin detrás de la decisión que ha tomado #China para cambiar el orden global: la de confrontación/fuerza en vez de la del multilateralismo puesto que, total, está muerto. Solo en la #UE no nos lo acabamos de creer.. elpais.com/opinion/2025...

Here are my thoughts for Bloomberg #DayBreak today on #Trump-#Xi's upcoming encounter at the #APEC meeting. also on the #BoJ's struggle to normalize monetary policy and the # PBoC's snail-paced rate cut, trying to protect. Chinese banks' margin. Watch from 16'. www.youtube.com/watch?v=lHa5...

The ideas I shared with @yahoofinance.com #Trump is desperate for good news, which is why he is calling #Xi. The lowest-hanging fruit is to announce an in-person meeting (#Apec /#Beijing), which Trump is justifying with a phirric victory on #Tiktok! uk.finance.yahoo.com/video/trump-...

Views for @scmpnews.bsky.social on the future of #European #bonds:"China might also be increasing its holdings of the euro - given a rise in exports to Europe in recent months

Views for @lemonde.fr : "One-third of exports go to the US, compared to only 15% in 2021, making #Taiwan particularly vulnerable to fluctuations in #US policy." www.lemonde.fr/en/opinion/a...

#BoJ preview: Groping through high global uncertainty deserves cautious approach to hike aliciagarciaherrero.substack.com/p/boj-previe...

📊 The September update of the #China Economic Database is out now! 🪙 NEW: analysis of China’s fiscal and monetary stimulus policies. 🔗 buff.ly/hLeKNeu 🖋️ @aligarciaherrero.bsky.social, Michal Krystyanczuk, Robin Schindowski, Théo Storella and Jianwei Xu #EconSky

Views for @reuters.com: The broader implications for economic diplomacy between the two powers. www.reuters.com/world/china/...

China’s #Corporate Squeeze: What Falling Markup Reveals About Economic #Involution aliciagarciaherrero.substack.com/p/chinas-cor...

Views for @financialtimes.com: "The #Iberian blackout was just the tip of the iceberg, given that the #Spanish grid was not in the worst condition compared with other transmission systems in Europe. This is going to hit everybody. " www.ft.com/content/4935...

Thoughts for @scmpnews.bsky.social: “There is a part of the #US administration that would not mind having #Chinese #FDI into the US for non-strategic sectors. This could be on the agenda.” www.scmp.com/economy/glob...

Thoughts for @scmpnews.bsky.social: “We have created our own problem … Trump is exposing Europe’s double game, as simple as that." www.scmp.com/news/us/arti...

Views for @financialtimes.com : “The #Iberian blackout was just the tip of the iceberg, given that the Spanish grid was not in the worst condition compared with other transmission systems in Europe. " www.ft.com/content/4935...

Some thoughts for @reuters.com on #China's #overcapacity: “However, the lectures could ultimately make the problem harder to resolve if they make people afraid to acknowledge losses and they start hiding them instead. " www.reuters.com/en/china-has...

With Russia pushing from behind & China seizing the stage, the world is witnessing the embryonic formation of a rival order, @eribakova.bsky.social & @aligarciaherrero.bsky.social write:

" #China is – and will remain as – the star of #green finance in Asia" aliciagarciaherrero.substack.com/p/china-is-a...

Our ideas on what may happen to #Japan, #Taiwan and #Asian value chains as a consequence of #Trump tariffs @brookings.edu www.brookings.edu/articles/asi...

Mes opinions pour Le Monde: « L’objectif final du gouvernement chinois est que les entreprises chinoises utilisent enfin leur position dominante pour augmenter les prix, ce qui leur permettra de devenir rentables. » www.lemonde.fr/economie/art...

Some thoughts for @asia.nikkei.com : " #India is very high on the European agenda. #Europe is running out of options in terms of accessing markets, given its tumultuous relationship with #China.” asia.nikkei.com/politics/int...

Some reflections from @bruegel.org #BAM. I am sorry for #Draghi, #Letta, and others trying to wake up #European leaders. Complacency reigns as the economic and political situation deteriorates. We are responsible for our mess and cannot expect any support, on the contrary.

My Op-Ed for CommonWealth English: “ #Russia’s Long Shadow over #China’s Push for a New Global Order". english.cw.com.tw/article/arti...

❗ LIVE NOW: Europe's Asian perspective: trade, investment and geopolitical considerations 🔗 buff.ly/DEar8cx 🗣️ @aligarciaherrero.bsky.social, Suman Bery (NITI Aayog), Yo Kikuchi (JBIC), Maria Martin-Prat @ec.europa.eu, @zichen.bsky.social

#Sector winners and losers in #China’s new economic reality: Consumer and internet giants take center stage aliciagarciaherrero.substack.com/p/sector-win...

Thoughts for @financialtimes.com on #China's #green sector: “The situation has worsened dramatically… I couldn’t believe it, how fast it has deteriorated. I really don’t know how these #companies are going to survive.” www.ft.com/content/debd...

Some thoughts for @financialtimes.com: "Sovereign assets are becoming more risky because there are fewer guardrails for politicians." www.ft.com/content/0f79...

Mi entrevista televisiva con @Negocios TV: "#China y #EEUU muestran debilidad en su batalla estratégica, el mundo lo sabe". www.youtube.com/watch?v=J36m...

🌏 Bruegel Annual Meetings | Europe's Asian perspective: trade, investment and geopolitical considerations 📅 3 September | 10:30-11:30 CET 🗣️ @aligarciaherrero.bsky.social, Suman Bery (NITI Aayog), Yo Kikuchi (JBIC), Maria Martin-Prat @ec.europa.eu, @zichen.bsky.social 🔗 Sign up: buff.ly/DEar8cx

My Op-Ed for Asia Times : " #Taiwan soars on #AI boom but two-tier economy risks run deep". asiatimes.com/2025/08/taiw...

My Op-Ed for @thewirechina.bsky.social: " #Beijing Is Failing to Solve Its #Involution Problem". www.thewirechina.com/2025/08/31/b...

Algunas ideas para @es.france24.com ‬sobre como las tarifas de #Trump pueden acercar a la India a #China. www.france24.com/es/programas...

Glad to participate the 2025 #Heckscher-Ohlin Conference organized by @sweboardoftrade.bsky.social and the Center for Asian Studies at the Stockholm School of Economics. I will discuss on “ #economic #statecraft for a new age”. Join us on Oct 16, 2025! www.kommerskollegium.se/en/analyses-...

The Chinese economy remains as unbalanced as ever, with external demand being the main driver for growth and with the current stimulus pushing investment in infrastructure. Boosting domestic consumption is simply not the priority. Our analysis for @bruegel.org www.bruegel.org/analysis/chi...

Thoughts for @financialtimes.com: “It’s going to be massive. The companies in Guangdong are at the core of the trade war. " www.ft.com/content/488e...

Asia has never been more important for Europe, not only because of market size but also due to a cracking Transatlantic Alliance. At @bruegel.org 's annual meeting, we will discuss what #China, #India and #Japan expect from the #EU, but also what the EU expects from them. Please, join us!

Some thoughts for @BBC news : "With #housing prices dropping by at least 30%, many #Chinese families have seen their savings fall in value. This means they are less likely to spend and invest." www.bbc.com/news/article...

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!

📊 The August update of the #China Economic Database is out now! 🏭 NEW: coverage of China’s supply capacity 🔗 buff.ly/hLeKNeu 🖋️ @aligarciaherrero.bsky.social, Michal Krystyanczuk, Robin Schindowski, Théo Storella and Jianwei Xu #EconSky

Investors interested in #China’s #green transition should focus on the power infrastructure rather than renewables 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-...

My interview with @chinadaily.bsky.social: " #US #tariffs killed multilateral trading system." www.youtube.com/shorts/427d1...

My views for @reuters.com: "It is #China's manufacturing #workers who suffer while exports - and the economy - keep growing despite the U.S. tariffs. It's the people who are hammered by this model of huge competition, lower prices, thus you need to lower costs, thus you need to lower wages.“

My TV interview with @DW: "Donald #Trump has once again delayed imposing hefty tariffs on #China, announcing another three-month delay just hours before the last agreement between the world’s two largest economies was due to expire. China is winning the trade war." www.youtube.com/watch?v=emAh...

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. "

My Op-Ed for CommonWealth English 天下雜誌英文網: " #Trump’s Tariff Flooding Puts #Taiwan at the Center of a Supply Chain Crossroads." english.cw.com.tw/article/arti...

Some views for @scmpnews.bsky.social: “#Miran could be a shadow over #Powell, referring to the #Trump administration official’s previous criticism of Powell over the Fed’s decision to maintain interest rates. " www.scmp.com/economy/glob...

Sharing my #Oped for @caixin on the tsunami that I am expecting for #global #supplychains after #Trump's tariffs www.caixinglobal.com/2025-08-09/c...

Some thoughts for @euractiv.com: “It seems to me that not all of the information about the #EU-#US #deal has been released – especially when it comes to the economic security part. We're missing a big part of that picture.” www.euractiv.com/section/econ...

Views for @scmpnews.bsky.social: The situation is, on the one hand, easier for the #US because they hold a reserve currency, the US #dollar. www.scmp.com/economy/chin...

#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...

Discussing the impact of Trump's latest tariffs. My concern for Southeast #Asia is that multinationals may no longer stop at their 'China+1' strategies but rather include all Southeast Asia ("Asia+1") if transshipment tariffs are as high as for Vietnam. www.bloomberg.com/news/videos/...