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Views for @NikkeiAsia: "The #export controls will hit the U.S. rare-earth magnet industry in particular 'very seriously', because its efforts to reduce dependency on China are still in their infancy. #China knows the dependence is going to be less, so they need to hit now. Noveon…
#China's #Fiscal Problem Will Persist Under the Current Growth Model "China's fiscal landscape in 2025 is marked by a series of acute warning signs. The core issue is a widening "scissors gap", where stagnant revenue growth has been dramatically outpaced by resilient expenditure,…
My views for @SCMPNews: “#Takaichi’s commitment to fiscal expansion and her reluctance for further rate hikes could lead to “problematic” outcomes. You can already see that there’s going to be an additional increase in #Japanese government bond yields, because people know there…
Some thoughts for @FinancialTimes: "The scheme will probably target a 'more reduced but very talented pool' ". ft.com/content/01a002…
🔴ENTREVISTA | Desaceleración "sana" de China: "No iba a ningún lado su exceso de producción" 🎙️@Aligarciaherrer, economista jefe de Asia-Pacífico en @natixis, analiza la compleja dinámica regional y los efectos de los aranceles de Trump. capitalradio.es/noticias/econo…
🔵 @Aligarciaherrer, economista y directora en Asia-Pacifico de @natixis, en #ForoLaToja2025: "Europa debe pensar de manera egoísta. Sería ideal salvar el mundo de Trump pero primero debemos salvarnos a nosotros mismos. Debemos encontrar un modelo que se sostenga en Europa"…
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/file…
Mi entrevista con @capitalradio: #China entra en una desaceleración "sana": "No iba a ningún lado su exceso de producción". youtube.com/watch?v=TGGezQ…
youtube.com
YouTube
China entra en una desaceleración "sana": "No iba a ningún lado su...
My views for @SCMPNews : "#China might also be increasing its holdings of the #euro – given a rise in exports to Europe in recent months – as well as other currencies such as the British pound and Swiss franc, which could be contributing to the rise in its foreign exchange…
Do join us if interested! #ForoLaToja2025 #ForoLaToja #VinculoAtlantico
📌 ¿Cómo ha cambiado el contexto económico tras el retorno de Trump a la Casa Blanca? A un mes de cumplirse el primer aniversario del regreso del presidente estadounidense a la Casa Blanca, la mesa "La economía mundial después de Trump" abordará los principales efectos de su…
Views for @SCMPNews: “The big issue for the #EU was its reliance on #China’s highly developed industrial capacity – rather than the #technology itself. It is the technology embedded in the industrial products, in the industrial capacity … that makes China kind of impossible to…
From the wealth of her long exposure to EM crises, @Aligarciaherrer provides great insights into the politics and economics of the US support for #Miliei, who could be defeated by Kirchner (=> enter #China) while the IMF is already much overexposed to 🇦🇷.
I shared my views for @dwnews on #Argentina's crisis and #Trump's support for #Milei and #China's role in this. youtube.com/watch?v=EOPYuh…
youtube.com
YouTube
Argentina in crisis: Is Javier Milei's economic project failing? | DW...
I shared my views for @dwnews on #Argentina's crisis and #Trump's support for #Milei and #China's role in this. youtube.com/watch?v=EOPYuh…
youtube.com
YouTube
Argentina in crisis: Is Javier Milei's economic project failing? | DW...
Commenting on #Taiwan's reliance on #semiconductor on @CNBCTV18Live: "Taiwan’s government is focusing on the value of the semiconductor industry and the #AI boom – but a lack of diversification could be an issue for other segments in the economy. In response to the appreciation…
Commenting on Xi-Trump's call, China's data and BoJ at @BloombergTV (starting from ): "Even with a US-China deal, the global economy remains in a “tariff world", with most duties unlikely to be lifted. Also noted that while Taiwan’s high-end chips still see demand, China’s ban…
@Aligarciaherrer y8-Con Rusia empujando desde atrás y China saltando al escenario, el mundo está presenciando la formación embrionaria de un orden global rival, que empieza a cristalizarse en la Iniciativa de Gobwrnanza Global liderada por China, con Putin y Kim como teloneros
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..…
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