#BoJ to hike in October, with higher inflation risk and joint intervention with US reducing pressure from PM Takaichi aliciagarciaherrero.substack.com/p/boj-to-hik...

Opiniones para el @chicagotribune.com: "Aunque los ministros parecieron volver a cerrar filas en torno a Sánchez tras reunirse el martes, Europa mostró una desunión profundamente dañina mientras enfrenta amenazas de seguridad desde Moscú, inestabilidad con Washington y tensión económica con Beijing.

Views for @bloomberg.com: " #Trump has dumped the Europeans on #China. He is not interested in the exchange rate anymore, but rather on the AI race. China’s leverage with regard to rare earth elements and magnets is also too big for Trump to pick that fight." www.bloomberg.com/news/newslet...

Bessent Misses Chance to Coordinate With a China-Wary Europe

There is an opportunity for a unified strategy with Europe. But the US is going it alone.

bloomberg.com

My Op-Ed for @euractiv.com: " #Europe should let the market judge #China’s open AI models". Europe shouldn't ban Chinese #AI models, but nor should Europe promote them. www.euractiv.com/opinion/euro...

Europe should let the market judge China’s open AI models | Euractiv

Europe shouldn't ban Chinese AI models, but nor should Europe promote them

euractiv.com

Shared my thoughts on Bloomberg after today’s #BoJ decision. BoJ still behind the curve.June hike came too late. Upward growth revision signals dominant upside risks to activity/prices. Bank preparing for more tightening. Yen stabilisation needs more than intervention www.youtube.com/watch?v=56Qm...

BOJ Holds Rates, Keeps Door Open to Further Hikes| Insight with Haslinda Amin 7/31/2026

YouTube video by Bloomberg Television

youtube.com

My Op-Ed for @thewirechina.bsky.social: " #China’s #Tech Stocks Are Falling Despite Their Own Breakthroughs". A trio of apparent ‘good news’ stories for the Chinese tech industry have had the opposite effect on investor sentiment. www.thewirechina.com/2026/07/30/c...

China's Tech Stocks Are Falling Despite Their Own Breakthroughs - The Wire China

A trio of apparent ‘good news’ stories for the Chinese tech industry have had the opposite effect on investor sentiment.

thewirechina.com

#China #Capital Flows Tracker 2026 Q3 - Net FX receipts rebound with trade surplus and contained outbound investment aliciagarciaherrero.substack.com/p/china-capi...

Views for @scmpnews.bsky.social: The alliance aimed to not only reduce reliance on Chinese technology suppliers, but also to demonstrate a united position among allies ahead of key international negotiations, particularly at the World Radiocommunication Conferences (WRC) in Shanghai late next year.

My Op-Ed for Business Standard: #India needs lasting reforms to attract foreign capital, not stopgaps. "Without credible investment protection, the FTA alone is unlikely to attract the manufacturing FDI India needs to create jobs." www.business-standard.com/opinion/colu...

#BoJ Preview: To justify status quo in July with higher probability of a hike in October due to inflation from weak Yen aliciagarciaherrero.substack.com/p/boj-previe...

Views for @asia.nikkei.com: The position paper will have ‘limited immediate impact’ on the U.S. investigation under Section 301 of the Trade Act of 1974. asia.nikkei.com/economy/trad...

China rejects 'overcapacity' claims in sweeping rebuttal against US, EU

Commerce ministry seeks to rebrand 'China Shock 2.0' as innovation opportunity

asia.nikkei.com

#China’s #green finance is heading towards offshore bond issuance due to tepid bank credit and a regulatory push aliciagarciaherrero.substack.com/p/chinas-gre...

Views for @scmpnews.bsky.social : Physical chips, components and devices were driving the city’s export growth rather than software and other digital products. www.scmp.com/news/hong-ko...

AI fuels boom as Hong Kong exports soar 53% to record HK$641 billion in June

Performance underpinned by demand for AI-related products, with city acting as middleman for mainland China, Taiwan, South Korea, Vietnam and rest of world.

scmp.com

Mi Tribuna para @elpais.com: " #Europa observa la #IA desde la barrera." La UE es un proveedor imprescindible en la carrera tecnológica pero carece de un ecosistema para competir. elpais.com/opinion/2026...

Europa observa la IA desde la barrera

La UE es un proveedor imprescindible en la carrera tecnológica pero carece de un ecosistema para competir

elpais.com

De afhankelijkheid daarvanheeft de macro-economische autonomie van staten al een halve eeuw bepaald. De afhankelijkheid van AI reikt zelfs nog dieper, bijvoorbeeld tot in de volksgezondheid, derechtspraak, de landbouwplanning en de nationale veiligheid. www.standaard.be/buitenland/a...

My Op-Ed for @euractiv.com: " #Europe's search for profitable investment should lead to #India". Profitability, not politics, is pushing European capital out of China. India is the logical destination. www.euractiv.com/opinion/euro...

Europe's search for profitable investment should lead to India | Euractiv

Profitability, not politics, is pushing European capital out of China. India is the logical destination

euractiv.com

Views for @scmpnews.bsky.social: The shift to a more flexible Section 301 legal basis gives the administration greater scope for targeted, expandable actions compared to broad emergency tariffs. www.scmp.com/economy/glob...

China braces as new US global tariffs loom: fresh trade war or managed friction?

With US expected to pivot to more durable tariffs under Section 301, analysts expect bilateral guard rails to keep tensions from spiralling.

scmp.com

My TV interview with The Ukrainian Week: “The Price of "Friendship": #Russia Pays Dearly for Its Partnership with #China." www.youtube.com/watch?v=xOW-...

Ціна «дружби»: Росія дорого платить за партнерство з Китаєм | Акценти Тижня

YouTube video by Український тиждень

youtube.com

Ansichten für @diepressecom.bsky.social „KI könnte die USA in Zukunft zu einem großen Nettoexporteur digitaler Dienstleistungen machen. Hier lässt sich viel Geld verdienen. China will diese Entwicklung nicht verpassen.“ www.diepresse.com/37690691/chi...

Chinas KI-Offensive: Wie Xi Jinping den USA Marktanteile abjagen will

Staatschef Xi Jinping will mit offenen KI-Modellen die USA bei Künstlicher Intelligenz überholen. Dahinter steckt nicht nur technologisches, sondern auch wirtschaftliches Kalkül.

diepresse.com

Views for @wsj.com on #China: “They aren’t taking steps to boost consumption because that’s not the model they want. Beijing wants to move up the ladder fast and dominate technologies. For that, the fact that people consume and go to the cinema doesn’t really help.” www.wsj.com/world/china/...

China’s Two-Speed Economy Pairs High-Tech Success With Domestic Gloom

The country’s soaring exports and tech prowess hide a brutal economic picture and a growing army of underemployed workers at home.

wsj.com

Sharing our paper that I co-authored with Rajeswari Sengupta and Nina Vujanović for @bruegel.org: "Beyond tariffs: why #Europe and #India must prioritise investment into manufacturing". www.bruegel.org/working-pape...

Beyond tariffs: why Europe and India must prioritise investment into manufacturing

bruegel.org

Views for @cnn.com on #China's #GDP: “No domestic demand, all about exports – it’s really quite unsustainable, to be frank. It’s really the worst data possible for investment. With infrastructure saving the day, it’s really not enough.” edition.cnn.com/2026/07/14/b...

China reports slower-than-expected growth as Iran turmoil roils global trade | CNN Business

China is struggling to offset economic challenges both at home and abroad, as its economy grew at a slower-than-expected pace in the second quarter of the year.

edition.cnn.com

Views for @financialtimes.com: In practice, even with massive investment the #west could not decouple from #China in the short run because of Beijing’s stranglehold over many critical industrial materials. www.ft.com/content/c6c1...

Cutting China reliance would cost the west $23tn, research suggests

Study highlights challenge facing US and EU as they try to reduce Beijing’s dominance over strategic supply chains

ft.com

Views for @scmpnews.bsky.social: #Beijing is moving early to lock in #helium supplies for its chip push before global competition for remaining volumes intensifies.This reads as a clear defensive move. www.scmp.com/economy/chin...

China issues temporary helium export ban as Iran war strains global supplies

The ban on shipments of the gas, a crucial raw material in semiconductors and other sectors, comes as Middle East conflict strains global supplies.

scmp.com

#Chinese #banks overseas expansion increasingly denominated in #Renminbi aliciagarciaherrero.substack.com/p/chinese-ba...

Opinioni citate da @bluerating.com: Le relazioni tra Unione #europea e #Cina stanno entrando in una fase di crescente conflittualità, destinata ad avere profonde conseguenze sul commercio internazionale, sull’industria europea e sugli equilibri geopolitici. www.bluerating.com/mercati/8724...

Europa-Cina, il confronto entra in una nuova fase

bluerating.com

Here is my TV interview with @cnbc.com:" #EU’s ‘aggressive stance’ is due to its huge #trade deficit with #China. China and the EU is not exactly heading into a trade war. European commission is mostly working on protection from China in terms of overcapacity." www.cnbc.com/video/2026/0...

EU's 'aggressive stance' is due to its huge trade deficit with China, says economist

Alicia Garcia-Herrero, Chief Economist of Asia Pacific at Natixis, explains why she thinks China and the EU is not exactly heading into a trade war - saying the European commission is mostly working o...

cnbc.com

My Op-Ed for @euractiv.com: " #Steel is the test case for dealing with #China’s #overcapacity." Chinese overcapacity is not a steel story. If the steel instrument works, the pressure to replicate it for other sectors will be enormous. www.euractiv.com/opinion/stee...

Steel is the test case for dealing with China’s overcapacity | Euractiv

Chinese overcapacity is not a steel story. If the steel instrument works, the pressure to replicate it for other sectors will be enormous

euractiv.com

TV with @euronews.com: “The status quo is not an option. #EU Trade Commissioner Maroš Šefčovič met with his Chinese counterpart Wang Wentao to address the bloc’s trade deficit with China, but China 'will retaliate' if pushed too far by Europe." www.youtube.com/watch?v=nUSn...

EU Trade Commissioner on China: "Status quo is not an option"

YouTube video by euronews

youtube.com

My TV interview with @bloomberg.com on #Japanese #Yen. www.bloomberg.com/news/videos/...

Watch FX Markets: Yen's Sharp Gain Unlikely a Market Movement, Natixis Says - Bloomberg

Alicia Garcia Herrero, chief APAC economist at Natixis, says that Japan may already have intervened in currency markets after the yen strengthened sharply against the dollar on Thursday. "Nobody said ...

bloomberg.com