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Alicia Garcia Herrero 艾西亞

@aligarciaherrero.bsky.social
1.1K followers 710 following 1.1K posts

Geoeconomics of Asia and how it relates to the rest of the world, especially Europe. NATIXIS, BRUEGEL, HKUST. @aligarciaherrero @econtwitter.net

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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 05/10/2026
My OpEd for @euractiv.com 8 months into the US-Iran war: oil shock splitting in two. West gets tighter money: euro area inflation at 3.3%, US 10y at 5.3% Bund highest since 2011. China absorbs it through weak demand: 10y at 1.67% with bank margins near record lows www.rapporteur.com/opinion/the-...
rapporteur.com
The Gulf conflict's tale of two cities | Rapporteur
Weak demand in China will push more surplus capacity onto world markets just as European industry pays more for both energy and capital
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 05/10/2026
I spoke to @ANC News about increasingly difficult #global #financial conditions and what it means for the #Philippines. www.youtube.com/watch?v=rtH8...
youtube.com
Market Edge: Bond markets in focus as yields rise to highest level in decades | ANC
YouTube video by ANC 24/7
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 04/10/2026
My article on #Trump-#Xi summit is the pick of the week for @asia.nikkei.com . Thank you @andysharpy.bsky.social asia.nikkei.com/opinion/chin...
asia.nikkei.com
China now holds the whip hand over Trump
After hollow summit, Xi gains leverage for a deal in Shenzhen in November
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 03/10/2026
Here is my monthly newsletter on #China in the world and what it means for Europe @bruegel.org US and China agreed on an AI “red phone.” Europe was not in the room since not even the AI Act buys a seat. Neither side will slow frontier AI ZhōngHuá Mundus: mailchi.mp/bruegel/zhng...
mailchi.mp
ZhōngHuá Mundus | The US and China will have a red phone for AI emergencies, while Europe is left to watch
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Reposted by Alicia Garcia Herrero 艾西亞
Bruegel @bruegel.org · 30/09/2026
🎙️ NEW PODCAST: Chinas AI governance playbook 🤖 @yuyunzhan.bsky.social & @aligarciaherrero.bsky.social are joined by Kristy Loke to examine how China governs artificial intelligence and what that means for the global AI race. ⏯️ Listen now: buff.ly/EgD6rvW #EconSky
buff.ly
China's AI governance playbook
China's approach to AI governance and what it means for US-China coordination, AI safety and Europe's role
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Reposted by Alicia Garcia Herrero 艾西亞
Bruegel @bruegel.org · 30/09/2026
📊 The September 2026 update for the China Economic Database is out now! 🗺️ FOCUS: The widening economic gap between Zhejiang and China's northeast 🔗 Explore the dataset: buff.ly/VoLD42f 🖋️ @aligarciaherrero.bsky.social Robin Schindowski, Théo Storella and Jianwei Xu #EconSky
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 29/09/2026
Sharing my Op-Ed published on @brusselstimes.com: "The seemingly irrelevant #Xi-#Trump summit points to an increasingly relevant N-2 problem". www.brusselstimes.com/opinions/233...
brusselstimes.com
The seemingly irrelevant Xi-Trump summit points to an increasingly relevant N-2 problem
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 28/09/2026
Mein in der Berliner Zeitung veröffentlichter Kommentar: Der Westen an Chinas Leine: Warum #Trumps #Xi-Gipfel für Deutschland ein Desaster ist. www.berliner-zeitung.de/article/trum...
berliner-zeitung.de
Der Westen an Chinas Leine: Warum Trumps Xi-Gipfel für Deutschland ein Desaster ist
Trumps Xi-Gipfel zeigt: China diktiert, die USA schwächeln. Für Deutschland bedeutet das ein Rekorddefizit und keinen Platz am Tisch. Teil unserer Serie „China verstehen“.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 26/09/2026
My new @asia.nikkei.com column: Trump greeted Xi on the tarmac. The summit left a 2-month truce Beijing hasn't even confirmed. A shrinking truce is a leash, not a bridge. Washington now needs stability more than Beijing does. asia.nikkei.com/opinion/chin...
asia.nikkei.com
China now holds the whip hand over Trump
After hollow summit, Xi gains leverage for a deal in Shenzhen in November
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 25/09/2026
Views for @scmpnews.bsky.social: This contradiction is #China’s “dual economy”: one side produces world-class technology and exports, while the other is characterised by stagnant household incomes and weak consumption. www.scmp.com/opinion/chin...
scmp.com
Opinion | China has a much bigger priority than winning the AI race
China’s pressing economic problem is that ordinary people still have too little money in their pockets.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 25/09/2026
My TV with @BBC on #Trump-#Xi Summit.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 25/09/2026
My Op-Ed for @euractiv.com: " #Xi’s growing hold on #Trump is bad news for #Europe". www.euractiv.com/opinion/trum...
euractiv.com
Xi’s growing hold on Trump is bad news for Europe | Euractiv
A lavish welcome produced little beyond a short trade truce, leaving Beijing well placed to demand more when Trump visits Shenzhen
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 24/09/2026
Views for @euronews.com: #Xi Jinping arrives in Washington with the upper hand, even on American soil. The summit will confirm the G20 nature of the world. This #AI dialogue that is going to become like a red button during the nuclear race is only shared by the #US and China.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 24/09/2026
My take on #EU-#China trade tensions for @BFM 89.9. Reality is hard than it looks. It is not all about subsidies when it comes to China’s exports and Europe is not uncompetitive as Chinese policy makers some time claim (it still has a trade surplus even with very high oil prices now).
bfm.my
Is Europe Facing a Second China Shock? - BFM 89.9
Europe’s trade deficit with China has surpassed €1 billion a day, fuelling concerns that growing Chinese competition could accelerate the erosion of Europe’s…
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 23/09/2026
Views for @scmpnews.bsky.social: The potential absence of Chinese AI players is linked to differences in their respective domestic environments. Washington was facing growing domestic opposition and political pressure over the rapid development of the technology.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 23/09/2026
Views for @scmpnews.bsky.social: The move is a political signal more than a technical one. It dents the ‘anti-dollar coalition’ story without stopping mBridge among mainland China, Hong Kong, Thailand, UAE and Macau.
scmp.com
Could Saudi Arabia’s mBridge exit dent China-led payments platform?
The departure sends political signal rather than materially threatens project, analysts say.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 22/09/2026
Thoughts for @scmpnews.bsky.social: "While the #US still holds the leading-edge chip advantage, it is now treating it as a bargainable asset rather than a hard wall." www.scmp.com/economy/glob...
scmp.com
In Focus | The US-China tech war has evolved since Xi and Trump last met. Who has the edge?
The two sides have found new sources of leverage across AI, chips, rare earths and wider technology supply chains since the US leader’s May visit to Beijing.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 21/09/2026
Sharing my commentary on the upcoming #Trump #Xi summit. aliciagarciaherrero.substack.com/p/at-the-whi...
aliciagarciaherrero.substack.com
At the White House, Xi holds the stronger hand
Chinese exports reached $401.44 billion in August, up 25% from a year earlier.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 21/09/2026
#BoJ: Changing policy landscape with underlying CPI rising closer to 2% leading to 25-bps hike in December and, potentially, also in March aliciagarciaherrero.substack.com/p/boj-changi...
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 18/09/2026
Views for @scmpnews.bsky.social: I may not expect any #monetary easing from #Beijing this year, citing the wide interest rate differential with the US. www.scmp.com/economy/chin...
scmp.com
What does the rate increase by the US Fed mean for the Chinese yuan?
Analysts weigh whether Beijing is set to push ahead with a rate cut to bolster China’s economy despite the US Fed raising interest rates.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 18/09/2026
Sharing my TV interview with @DW News: " #EU and #China on the brink of #trade war." Europeans should stop painkilling themselves when it comes to the China Shock 2.0 and react ASAP. Inaction is very dangerous for Europe. www.youtube.com/watch?v=rOH3...
youtube.com
EU and China on the brink of trade war | DW News
YouTube video by DW News
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 18/09/2026
Views for @financialtimes.com: #China’s move is mostly showing the #US they can dump #Treasuries. Global investors were becoming increasingly concerned about US debt levels, which passed $40tn last month. www.ft.com/content/69f0...
ft.com
China’s US Treasury holdings fall to lowest level since 2008
Gradual unwinding comes as rift deepens between world’s two largest economies
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 16/09/2026
Mi tribuna para @expansioncom.bsky.social sobre la verdadera cumbre de los dos #BRICS más grande
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 16/09/2026
Views for @telegraph.co.uk : #India is in a much weaker position than it was before the India-China rivalry and the US is only making things worse, so it’s much easier for India to turn, though not fully. www.telegraph.co.uk/world-news/2...
telegraph.co.uk
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 15/09/2026
#RBA Monitor: Strong domestic inflation and hawkish rhetorics from Reserve Bank officials leading to 25-bps hike in September aliciagarciaherrero.substack.com/p/rba-monito...
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 14/09/2026
Thoughts for @aljazeeraenglish.bsky.social: "Leaders will also discuss modes of cross-border payments amid Western sanctions on #BRICS members Russia and Iran. But they will not try to substitute the dollar." www.aljazeera.com/amp/news/202...
aljazeera.com
BRICS meets in India: What’s on the agenda, why it matters
This year's summit comes amid the US-Israel war on Iran, Russia's war on Ukraine and global economic challenges.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 12/09/2026
#Trump and #Xi meeting soon with #AI on the agenda. Both agree AI is dangerous but they disagree on who draws the line between security and competition. The likely result: two chip stacks, two standards regimes, one shared attack surface. My OpEd for @euractiv.com www.euractiv.com/opinion/the-...
euractiv.com
The US-China rivalry revolves around AI. Europe will face the fallout | Euractiv
An inefficient, asymmetric split of artificial intelligence looks increasingly likely ahead of the Trump-Xi summit
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 11/09/2026
Sharing my Op-Ed for @bruegel.org: "Tough choices ahead as the #US pushes a global artificial-intelligence divide". Though proliferation of AI models is essentially uncontrollable, the US is trying to force a split with China, pushing allies into a no-win bind. www.bruegel.org/first-glance...
bruegel.org
Tough choices ahead as the US pushes a global artificial-intelligence divide
Though proliferation of AI models is essentially uncontrollable, the US is trying to force a split with China, pushing allies into a no-win bind
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 11/09/2026
Sharing my TV with @euronews.com on #Europe’s industrial accelerator act and what it means for #China. www.youtube.com/watch?v=9TkS...
youtube.com
Tighter EU investment conditions targeted at China are 'fair', says expert
YouTube video by euronews
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 11/09/2026
Si les interesa la nueva ruta comercial del Ártico, fruto de la cooperación entre China y Rusia, pueden escuchar mi entrevista en #France24. (Minute 3:40) youtu.be/menKMAhP0Z0?...
youtu.be
Nepal llora a sus muertos tras la riada: ¿aún queda esperanza? • FRANCE 24 Español
YouTube video by FRANCE 24 Español
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Reposted by Alicia Garcia Herrero 艾西亞
Bruegel @bruegel.org · 10/09/2026
💻 China’s AI goals and strategic choices for Europe China’s AI strategy pairs domestic control with global diffusion, aiming to lead innovation, standards and governance on its own terms 📑 Read the Analysis by @aligarciaherrero.bsky.social & Théo Storella 🔗https://buff.ly/M56vmTM
bruegel.org
China’s artificial intelligence goals and strategic choices for Europe
China’s AI strategy pairs domestic control with global diffusion, aiming to lead innovation, standards and governance on its own terms
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 10/09/2026
Peak Oil and Pivots: The Structural Shift in #China-GCC Economic Relations aliciagarciaherrero.substack.com/p/peak-oil-a...
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 04/09/2026
Mi entrevista con @capitalradiob.bsky.social: Desconexión bolsa-bonos: "El mercado cree en la IA, pero no en los gobiernos". www.capitalradio.es/noticias/bol...
capitalradio.es
Desconexión bolsa-bonos: "El mercado cree en la IA, pero no en los gobiernos"
Alicia García-Herrero analiza las tensiones en los bonos soberanos, el impacto de la guerra en Oriente Próximo y la cumbre entre Trump y Xi Jinping.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 04/09/2026
Sharing my commentary: "Manufacturing at #Suez: #China's hedge against fragile chokepoints". aliciagarciaherrero.substack.com/p/manufactur...
aliciagarciaherrero.substack.com
Manufacturing at Suez: China's hedge against fragile chokepoints
Xi Jinping’s first visit to Egypt in a decade, timed to the 70th anniversary of diplomatic ties, produced five formal agreements and more than twenty cooperation documents.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 03/09/2026
Views for @scmpnews.bsky.social : Rising yields would also be an issue for companies seeking to raise money – especially artificial intelligence hyperscalers who were issuing debt. www.scmp.com/economy/glob...
scmp.com
Analysts warn that benchmark bond yields are approaching ‘concern zone’
With US 10-year Treasury yield at a 20-month high, alarm bells expected to ring if it crosses 5 per cent tipping point.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 03/09/2026
A minha entrevista com Diário de Notícias: A China inaugurou uma rota comercial até à Europa pelo Ártico à qual chamou “rota da seda #polar”. Competição geopolítica também se disputa no Ártico. Rússia e China jogam as suas cartadas, Estados Unidos tentam recuperar do atraso e responder.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 02/09/2026
My interview with @BBC Newshour [04:26]: #China’s role extends beyond #oil, with Iranian oil reaching Chinese shores and payments potentially being conducted through China’s cross-border interbank payment system, #CIPS, in #RMB rather than SWIFT. www.bbc.com/audio/play/w...
bbc.com
BBC Audio | Newshour | China to protect its interests in wake of US Iran sanctions
China warns it will protect its interests after US widens sanctions against Iran
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 02/09/2026
Sharing my commentary published by @caixinglobal.bsky.social: "The Asymmetric Fracture of Global #AI". www.caixinglobal.com/2026-09-01/c...
caixinglobal.com
Commentary: The Asymmetric Fracture of Global AI
Washington and Beijing are building rival technology blocs. But while hardware supply chains can be ring-fenced through policy, a porous software layer guarantees that a clean break is both technicall...
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 01/09/2026
Very glad to chair this session! If interested in the topic, please don't hesitate to join our discussion on the role and position of #Europe in global business today.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 31/08/2026
Sharing my TV with @channelnewsasia.bsky.social: " #US-#China tensions are reshaping the #Panama ports dispute, with CK Hutchison now focused on securing compensation through arbitration." www.channelnewsasia.com/watch/panama...
channelnewsasia.com
Panama ports dispute no longer just commercial as US-China rivalry deepens: Analyst
Natixis Chief Economist for Asia Pacific Alicia Garcia-Herrero says US-China tensions are reshaping the Panama ports dispute, with CK Hutchison now focused on securing compensation through arbitration...
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 31/08/2026
Je partage mon tribune pour @lemonde.fr: « La “route de la soie #polaire” doit être perçue comme une stratégie de couverture révélatrice des ambitions de la #Chine ». www.lemonde.fr/idees/articl...
lemonde.fr
« La “route de la soie polaire” doit être perçue comme une stratégie de couverture révélatrice des ambitions de la Chine »
TRIBUNE. Dans une tribune au « Monde », l’économiste espagnole Alicia Garcia Herrero analyse la stratégie de Pékin, qui vient d’inaugurer une nouvelle voie commerciale maritime pour l’Europe via l’Arc...
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 31/08/2026
Congratulations that the book “The Making of a Global #Digital Rulebook" is out, edited by Thibaut Kleiner and Andrea G. Rodríguez! Glad to be part of it writing about #semiconductor supply security about EU, co-authored with Gary Ng. It's in open access and feel free to read if interested!
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 27/08/2026
Il mio commento per Milano Finanza sulla #Cina: la via della Seta artica cinese è ormai realtà. www.milanofinanza.it/mfnewswires/...
milanofinanza.it
FOCUS: la via della Seta artica cinese è ormai realtà (Naxitis) | MilanoFinanza News
Scopri le analisi e le news di MF Newswires: l'informazione finanziaria d’agenzia per non perdere nessun movimento di mercato. Leggi ora gli ultimi aggiornamenti.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 25/08/2026
Sharing my latest article for @bruegel.org First Glance Series: "China’s Arctic Silk Road is now a reality". While China flexes its economic muscle in partnership with Russia, the United States struggles to realise its own Arctic shipping options. www.bruegel.org/first-glance...
bruegel.org
China’s Arctic Silk Road is now a reality
While China flexes its economic muscle in partnership with Russia, the United States struggles to realise its own Arctic shipping options
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 25/08/2026
Views for @scmpnews.bsky.social: “The #US has no chance to get out of its #debt problem through growth only. Despite high nominal growth rates, boosted by inflation, in recent years, the US has continued accumulating debt, adding US$10 trillion since 2022, as public expenditure remained high.”
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 24/08/2026
Views for @scmpnews.bsky.social: Using #Chinese models just because of #US export controls could be a dangerous strategy for #European firms. The idea that they’re open weight doesn’t mean that they’re free. www.scmp.com/news/china/d...
scmp.com
The Mistral paradox: Europe’s push for tech sovereignty relies on China’s Z.ai
AI race contender’s decision to offer GLM-5.2 a sign of how European political and commercial incentives can pull in different directions.
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 21/08/2026
#BoJ to move forward hike to September given accelerated inflation and government acquiescence after US joint intervention aliciagarciaherrero.substack.com/p/boj-to-mov...
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 21/08/2026
Entrevista para @deutschewelle.dw.com (español) sobre la sostenibilidad de la deuda americana y lo que significa para el resto del mundo. www.youtube.com/watch?v=W1xO...
youtube.com
🟣 Trump no consigue controlar el déficit y la deuda de EE. UU. ya supera los 40 billones de dólares
YouTube video by DW Español
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 20/08/2026
Mi entrevista televisiva con @rtvecom.bsky.social: Más allá de la fábrica de Ferrol: la inversión #china se multiplica en #España. www.rtve.es/play/videos/...
rtve.es
La inversión china se multiplica en España
Si en 2019 la inversión neta de China en España era de 145 millones de euros, solo en 2025 esa cifra se ha disparado por encima de los 600 millones
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Alicia Garcia Herrero 艾西亞 @aligarciaherrero.bsky.social · 20/08/2026
Sharing my TV with @cnbc.com. We discussed that global #AI regulation & moderation in AI frenzy will ultimately benefit #India. And India's near-term requirement is a rebound in #portfolio flows. www.youtube.com/watch?v=Ua3w...
youtube.com
Positive Global Cues | Global AI Regulation & Moderation In AI Frenzy To Benefit India: Naxtixis
YouTube video by CNBC-TV18
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