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Javier Borràs Arumí

@jborrasarumi.bsky.social
757 followers 380 following 207 posts

Researcher at CIDOB Europe - technology - geopolitics - China javierborras.substack.com

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Javier Borràs Arumí @jborrasarumi.bsky.social · 09/05/2026
La UE té un problema de innovació. Podria aprendre alguna cosa de la Xina? En aquest article, parlo dels governs com a capitalistes de risc; estimar més la gran escala en empreses i projectes; i tenir més ànima comercial i menys purament investigadora: www.ara.cat/internaciona...
ara.cat
Què pot aprendre la UE de la innovació xinesa?
La Unió Europea té un problema amb la innovació. De les cinquanta grans empreses tecnològiques mundials, només quatre són europees. El sector que lidera l’economia europea no és el programari, ni la i...
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Reposted by Javier Borràs Arumí
CIDOB (Barcelona Centre for International Affairs) @cidobbarcelona.bsky.social · 17/03/2026
"The US and China are the clear leaders in the current structure of global technological power, but there are other rising tech middle powers that can exert geopolitical power within this ecosystem", @jborrasarumi.bsky.social examines the rise of tech middle powers
cidob.org
The rise of tech middle powers
The current structure of global technological power is one of “bipolarity + n”. Two great powers, the United States and China, are the clear leaders, but t
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Reposted by Javier Borràs Arumí
CIDOB (Barcelona Centre for International Affairs) @cidobbarcelona.bsky.social · 12/01/2026
¿Por qué la política actual es igual que la del año 1900? "Asistimos al regreso del darwinismo internacional, que consiste en que un país fuerte se impone sobre uno débil basándose exclusivamente en el uso del poder duro" explica @jborrasarumi.bsky.social en @elmundoes.bsky.social
elmundo.es
Por qué la política actual es igual que la del año 1900: "La única pregunta es saber cuándo comenzará la III Guerra Mundial"
El 14 de octubre de 1912, Theodore Roosevelt salió al escenario de un mitin en Milwaukee para dirigirse al público que había acudido a escuchar las propuestas con las que se...
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Reposted by Javier Borràs Arumí
DE-CONSPIRATOR @deconspirator.bsky.social · 15/12/2025
New article by @jborrasarumi.bsky.social, core research DE-CONSPIRATOR member, examines how China’s AI strategy prioritises open-source models and large-scale diffusion over the AGI race, with implications for standards, governance, and FIMI dynamics. 🔗 Read the full article here: lnkd.in/dAc3fgph
cidob.org
Open models and practical diffusion: China’s strategy for AI dominance
AI competition between the United States and China has been presented as a race that will be won by whoever has the most advanced models. Nevertheless, Ch
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Javier Borràs Arumí @jborrasarumi.bsky.social · 09/11/2025
Sigo con mi recopilatorio de los libros que estoy leyendo este 2025: javierborras.substack.com/p/que-libros...
javierborras.substack.com
Qué libros estoy leyendo - 2025 (III)
Heródoto, Asia Central, Cáucaso...
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CIDOB (Barcelona Centre for International Affairs) @cidobbarcelona.bsky.social · 31/10/2025
"Com més s'utilitzin les cadenes de valor i la tecnologia com a arma geopolítica, ens trobarem amb empreses o components que poden ser totalment disruptors per a l'economia i es poden fer servir com a eines de pressió política", @jborrasarumi.bsky.social analitza el conflicte amb l'empresa Nexperia
3cat.cat
Com la guerra dels xips pot aturar la indústria dels cotxes europea - 3CatInfo
Els propietaris xinesos de Nexperia continuen bloquejant el proveïment de xips en represàlia per la presa de control del govern neerlandès de la companyia, acusada d'espionatge industrial i militar
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Javier Borràs Arumí @jborrasarumi.bsky.social · 21/10/2025
¿Cuál es el canon de lecturas de las élites tecnológicas chinas? Una mezcla de biografías y ensayos de Silicon Valley, obras maoístas, clásicos chinos, fantasía y ciencia ficción china: asteriskmag.com/issues/12-bo...
asteriskmag.com
The China Tech Canon—Asterisk
How does the *paideía* of the Chinese tech elite differ from their counterparts in Silicon Valley?
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Javier Borràs Arumí @jborrasarumi.bsky.social · 18/10/2025
Vivim en temps on un buròcrata pot ser més perillós que un míssil. La Xina ha après dels americans i ha desplegat la seva pròpia "arma nuclear" de control i coerció econòmica, feta de terres rares. La meva columna: www.ara.cat/internaciona...
ara.cat
Una bomba nuclear econòmica: el que la Xina ha après dels Estats Units
El 2019, Washington va descobrir que un buròcrata era més efectiu que un míssil per derrocar un imperi. Aquell any, l’administració Trump va desenterrar una Llista d’Entitats que s’havia creat el 1997...
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Javier Borràs Arumí @jborrasarumi.bsky.social · 10/10/2025
Now that China got serious about export controls, it would have been very convenient for the EU to have the deterrence power of ASML... But we gave it basically for free to the Americans.
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Javier Borràs Arumí @jborrasarumi.bsky.social · 09/10/2025
China is basically copying the US export control playbook:
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Reposted by Javier Borràs Arumí
CIDOB (Barcelona Centre for International Affairs) @cidobbarcelona.bsky.social · 08/10/2025
It has reached the point where the EU mainly views Chinese technology with fear –fear for its economy, security and values, explains @jborrasarumi.bsky.social at @scmpnews.bsky.social. “The EU’s attitude towards Chinese technology is now mostly defensive”
scmp.com
50 years on, has China left Europe behind in the race for a hi-tech future?
Chinese firms have caught up with and in some cases overtaken their European rivals, putting the EU on the defensive.
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Javier Borràs Arumí @jborrasarumi.bsky.social · 08/10/2025
Shocking how Latin America has become the main exporter of agricultural and beef products to China, surpassing Western countries:
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Javier Borràs Arumí @jborrasarumi.bsky.social · 08/10/2025
If EU firms are not using AI, it's because it does not make market sense to them. Instead of blaming, we should fund AI startups that provide sector-specific AI tools, and train more middle-level engineers who know how to integrate AI in business models: www.politico.eu/article/euro...
politico.eu
European businesses barely use AI. Brussels wants to fix that.
Commission to warn Europe’s slow embrace of artificial intelligence risks squandering economic growth.
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Javier Borràs Arumí @jborrasarumi.bsky.social · 03/10/2025
That's interesting. The US tech defense industry would strongly benefit from tech transfer from Ukraine on drones. But one of the hurdles is that Ukrainian drones use many Chinese components: www.wsj.com/world/europe...
wsj.com
Trump’s Drone Deal With Ukraine to Give U.S. Access to Battlefield Tech
A team from Kyiv is in Washington this week to work out details of a landmark agreement that would involve sharing drone technology with the U.S.
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Javier Borràs Arumí @jborrasarumi.bsky.social · 02/10/2025
I understand that China may have security concerns about how Western telecoms could be weaponized. But it should also accept European concerns about Chinese tech as equally legitimate. Even realist Chinese scholars such as Yan Xuetong have acknowledged this. www.ft.com/content/7d08...
ft.com
China curbs use of Nokia and Ericsson in telecoms networks
Beijing’s national security drive hits European groups even as Huawei maintains its business on the continent
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Javier Borràs Arumí @jborrasarumi.bsky.social · 01/10/2025
Happy to appear again in the South China Morning Post, interviewed by Meredith Chen on the future of EU-China tech relations. Some takeaways 🧵👇 www.scmp.com/news/china/d...
scmp.com
50 years on, has China left Europe behind in the race for a hi-tech future?
Chinese firms have caught up with and in some cases overtaken their European rivals, putting the EU on the defensive.
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Javier Borràs Arumí @jborrasarumi.bsky.social · 22/09/2025
"While the TikTok deal has been receiving most of the headlines, the real grand bargain-like impact is the emergence of a TikTok template. It is the contours of a roadmap and path, however murky and fickle, for other Chinese technologies to flow to the US" interconnect.substack.com/p/the-tiktok...
interconnect.substack.com
The TikTok Template
Not a one-off deal, but a sign of things to come.
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Javier Borràs Arumí @jborrasarumi.bsky.social · 20/09/2025
La Xina s'ha presentat constantment com a líder del Sud Global. Però la seva addicció a la manufactura pot ser un fre molt important que bloquegi l'auge econòmic dels països en desenvolupament. La meva columna: www.ara.cat/internaciona...
ara.cat
La Xina: un fre per al desenvolupament del Sud Global?
Els documents oficials que publica el govern xinès solen ser repetitius i burocràtics. Però llegir-los en detall, prenent notes, ens pot fer trobar perles que ens ajuden a entendre millor la visió del...
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Reposted by Javier Borràs Arumí
CIDOB (Barcelona Centre for International Affairs) @cidobbarcelona.bsky.social · 19/09/2025
“China is managing to create a new kind of green soft power that doesn’t need Beijing’s stultifying propaganda”, @nytimes.com features @jborrasarumi.bsky.social's analysis 'Green Soft Power: China’s New Strategy in Europe' Read the full analysis➡️ www.cidob.org/en/publicati...
nytimes.com
What Will China’s Green-Tech Ambitions Cost the World?
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Javier Borràs Arumí @jborrasarumi.bsky.social · 19/09/2025
Happy to see my article on China's green soft power quoted in The New York Times!
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Javier Borràs Arumí @jborrasarumi.bsky.social · 11/09/2025
Este verano viajé a Uzbekistán unas semanas. Aquí os dejo algunas notas de campo y apuntes de lecturas, en las que hablo de su desarrollismo post-soviético, su relación con el islam, o cómo se convirtió en centro intelectual y científico del mundo en la Edad Media: open.substack.com/pub/javierbo...
open.substack.com
Mi viaje a Uzbekistán
Del desarrollismo post-soviético al esplendor medieval.
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Javier Borràs Arumí @jborrasarumi.bsky.social · 09/09/2025
Crec que aquesta és l'entrevista més en profunditat que m'han fet sobre la Xina. Amb @otbou.bsky.social vam parlar de la relació de la Xina amb la UE, Índia o Rússia; l'estat de l'economia, tecnologia i l'exèrcit xinès; o la successió de Xi Jinping. A @vilaweb.cat: www.vilaweb.cat/noticies/jav...
vilaweb.cat
Javier Borràs: “Trump destrossa moltes coses i el temps que es trigui a reconstruir-les l’aprofitarà la Xina”
Entrevista a un dels especialistes del CIDOB en la Xina i la geopolítica de la tecnologia sobre el moment inernacional
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Javier Borràs Arumí @jborrasarumi.bsky.social · 28/08/2025
El 70% de las bajas en Ucrania son por drones. Y China domina el sector. Escribo aquí sobre si Pekín, gracias a ello, dominará el futuro de la guerra: open.substack.com/pub/javierbo...
open.substack.com
Drones chinos
China domina el futuro de la guerra.
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Finbarr Bermingham @fbermingham.bsky.social · 27/08/2025
Rare to hear an EU official speak as candidly as Weyand here “From the Commission’s perspective this was a strategic trade-off, not an economic policy ideal solution" “There was a risk that the USA, in return, would question the security partnership. That is the realpolitik of the turning point"
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Javier Borràs Arumí @jborrasarumi.bsky.social · 17/08/2025
I didn't know about the crucial role of ideology in causing the Irish famine: www.newyorker.com/magazine/202...
newyorker.com
What Made the Irish Famine So Deadly
The Great Hunger was a modern event, shaped by the belief that the poor are the authors of their own misery and that the market must be obeyed at all costs.
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Javier Borràs Arumí @jborrasarumi.bsky.social · 05/08/2025
"50% of DPP supporters see the US as a trustworthy ally, whereas just 3% of KMT supporters and 10% of TPP supporters think so. 85% of DPP supporters said they were willing to fight for the island in the event of an invasion, compared with 48% of KMT voters and 54% of TPP voters"
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Javier Borràs Arumí @jborrasarumi.bsky.social · 04/08/2025
How can the Chinese government make officials accountable in the age of high-tech innovation? Before, GDP was the KPI for measuring a successful official. But what is the KPI for innovation? How can risks be taken while avoiding excessive waste? Great interview to Yuen Yuen Ang:
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Javier Borràs Arumí @jborrasarumi.bsky.social · 31/07/2025
Lee Kuan Yew vinculó el éxito económico de Singapur al aire acondicionado:
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Javier Borràs Arumí @jborrasarumi.bsky.social · 30/07/2025
"A report on global AI attitudes (...) found that China leads the world in enthusiasm. About 80% of Chinese respondents said they were “excited” about new AI services—compared with just 35% in the US and 38% in the UK." www.technologyreview.com/2025/07/28/1...
technologyreview.com
Chinese universities want students to use more AI, not less
Unlike the West, where universities are still agonizing over how students use AI in their work, top universities in China are going all in.
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Javier Borràs Arumí @jborrasarumi.bsky.social · 26/07/2025
"Much the way that Greek culture eventually conquered a triumphant Rome, Central Asian culture was now positioned to conquer the Abbasids and their new capital, Bagdad." I've read only 125 pages, but I am sure this book will be in my Top 10 readings of 2025:
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Javier Borràs Arumí @jborrasarumi.bsky.social · 26/07/2025
El 70% de les baixes a Ucraïna es produeixen per atacs de drons. Sembla que són el futur de la guerra -especialment quan es coordinin amb IA-. I la Xina, ara mateix, domina aquest sector. La meva columna a l'ARA:
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Javier Borràs Arumí @jborrasarumi.bsky.social · 25/07/2025
India is probably the country that has fascinated me the most after China. I recommend this goodbye reflections by a correspondent in India for The Economist. On strengths and weaknesses of India, comparison with China, recommendations and more: arjunramani.com/india-dispatch
arjunramani.com
Dispatches from India
What I learned covering the world's biggest country for The Economist
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Javier Borràs Arumí @jborrasarumi.bsky.social · 25/07/2025
I think this interview is super valuable for people working in think tanks or academia or any intellectual work: youtu.be/myi0FWQs0nY?...
youtu.be
How Historians Work: A History Lab Discussion with Dan Wang and Stephen Kotkin | Hoover Institution
YouTube video by Hoover Institution
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Javier Borràs Arumí @jborrasarumi.bsky.social · 22/07/2025
Very interesting story that goes beyond the "overcapacity" narrative, pointing out that fierce competition and very low margins are driving China's deflation. The paradox: China is leading in many sectors, but many of its companies are barely surviving: www.nytimes.com/2025/07/22/b...
nytimes.com
China’s Problem With Competition: There’s Too Much of It
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Javier Borràs Arumí @jborrasarumi.bsky.social · 18/07/2025
The scholars who created the now buzzword term "weaponized interdependence" (Henry Farrell and Abraham Newman), on how the US is using its financial, weapons, satellite and data center systems to advance Trump's problematic policies in Europe: www.wired.com/story/enshit...
wired.com
The Enshittification of American Power
First Google and Facebook, then the world. Under Trump 2.0, US statecraft is starting to mimic the worst tendencies of Big Tech.
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Javier Borràs Arumí @jborrasarumi.bsky.social · 18/07/2025
I wasn't aware of how bad the recruitment situation is in the US military. Recruitment targets are not being met, and 3/4 of young people are ineligible. It seems that the medium-term strategy is to deploy even more machines and fewer humans in war: www.newyorker.com/magazine/202...
newyorker.com
The U.S. Military’s Recruiting Crisis
The ranks of the American armed forces are depleted. Is the problem the military or the country?
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Javier Borràs Arumí @jborrasarumi.bsky.social · 17/07/2025
Very interesting article on the Hangzhou tech model - how the city has been able to create Deepseek, Alibaba, Unitree... establishing a soft version of China industrial policy, more focused on facilitation of entrepreneurship than top-down direction: open.substack.com/pub/chinatal...
open.substack.com
How Hangzhou Spawned Deepseek and Unitree
…and why it shouldn’t be
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CIDOB (Barcelona Centre for International Affairs) @cidobbarcelona.bsky.social · 09/07/2025
"In a situation of geopolitical tensions, China has found in green technologies a way of mending its economic and diplomatic relations with Europe. Through the electric vehicle sector, China is constructing a new form of soft power", writes @jborrasarumi.bsky.social
cidob.org
Green Soft Power: China’s New Strategy in Europe
In a situation of geopolitical tensions, China has found in green technologies a way of mending its economic and diplomatic relations with Europe. Through
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Javier Borràs Arumí @jborrasarumi.bsky.social · 07/07/2025
“That just exposes the limitations of the whole ‘axis’ [of autocracies] idea.” “Each of them is pretty selfish and doesn’t want to get embroiled in the wars of others (...) [They] are not necessarily sharing the same structures and values” www.nytimes.com/2025/07/06/u...
nytimes.com
China and Russia Keep Their Distance From Iran During Crisis
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Javier Borràs Arumí @jborrasarumi.bsky.social · 07/07/2025
Del món digital, liberal, amb flaires de Silicon Valley de Jack Ma i Alibaba... al geopolític, materialista, pro-Estat de Ren Zhengfei i Huawei. Simbolitzen com ha canviat la Xina. I la nostra percepció sobre el poder de la tecnologia. La meva columna: www.ara.cat/internaciona...
ara.cat
Història de dos 'tech bros' xinesos: d'Alibaba a Huawei
Cada dia l’adolescent Ma Yun anava a la zona d’hotels per a turistes de Hangzhou a veure si trobava estrangers que parlessin anglès. Eren els anys 80 i la Xina s’estava obrint al món. Ma Yun s’oferia ...
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Javier Borràs Arumí @jborrasarumi.bsky.social · 05/07/2025
This is probably the best interview I've read on China this year. A master class on how the Chinese economy works: www.dwarkesh.com/p/arthur-kro...
dwarkesh.com
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber
“China wants it all, and they can have it"
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Finbarr Bermingham @fbermingham.bsky.social · 01/07/2025
Instructive interview in @thewirechina.bsky.social last month with Zhou Bo, ex-PLA colonel, on China's role in Ukraine Is China's missing an opportunity by not reining in Russia? "That's debatable. It depends on how you are looking at this issue, from the short term or the long term"
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Javier Borràs Arumí @jborrasarumi.bsky.social · 30/06/2025
Many people are talking about China's growing influence in the rare earths industry. But look where China-aligned (and usually unstable) Myanmar is on the list:
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Javier Borràs Arumí @jborrasarumi.bsky.social · 22/06/2025
Los últimos diez libros que he leído: javierborras.substack.com/p/que-libros...
javierborras.substack.com
Qué libros estoy leyendo - 2025 (II)
Homero, Xunzi, Aristóteles, ermitaños, Xinjiang...
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Javier Borràs Arumí @jborrasarumi.bsky.social · 20/06/2025
I also have mixed feelings when I hear the term 'overcapacity' in relation to China: it contains some truth, yet it's problematically vague—broad enough to encompass everything we dislike or fear about the success of the Chinese economy:
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Javier Borràs Arumí @jborrasarumi.bsky.social · 19/06/2025
"40 years ago, at the height of Iran-Iraq war, Netanyahu was an Israeli diplomat in the US where he advocated selling weapons to Iran (..) Israel helped build up Hamas to weaken the PLO in 1980s (..) Netanyahu helped channel millions of dollars to Hamas until just before Oct 7"
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Javier Borràs Arumí @jborrasarumi.bsky.social · 11/06/2025
We underrate how influential EU regulations have been in China. EU laws are mentioned and have inspired many Chinese regulations, including in the digital sector:
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Javier Borràs Arumí @jborrasarumi.bsky.social · 11/06/2025
An interview with Ren Zhengfei, founder of Huawei, was on the cover of People’s Daily yesterday. It is shocking how different his message about science is compared to the current situation in the U.S. Ren: "Those doing theoretical research are the hope of the country’s future"
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WIRED @wired.com · 29/05/2025
NEW: The US government has collected DNA samples from 133,000+ migrant children and teenagers and uploaded them into CODIS, a national criminal database originally built for convicted sex offenders and violent criminals, according to documents reviewed by WIRED.
wired.com
The US Is Storing Migrant Children’s DNA in a Criminal Database
Customs and Border Protection has swabbed the DNA of migrant children as young as 4, whose genetic data is uploaded to an FBI-run database that can track them if they commit crimes in the future.
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CIDOB (Barcelona Centre for International Affairs) @cidobbarcelona.bsky.social · 05/06/2025
Why China appears so different when viewed from Barcelona and Prague? “In Spain, the public discourse towards China is mostly about the economy, it’s very different to other countries in Europe, where the debate is much more politicised”, explains @jborrasarumi.bsky.social
scmp.com
A tale of two cities: why views of China differ so much in Barcelona and Prague
The stark contrast between Spain’s wish for close economic ties and Czech suspicion highlights the growing divide within the EU over China.
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