Alicia GarciaHerrero 艾西亞 @Aligarciaherrer
Hong Kong Joined April 2010-
Tweets19K
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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. En d’autres termes, une position oligopolistique dans les…
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Some thoughts for @NikkeiAsia: "#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/inter…
Alicia GarciaHerrero 艾西亞 retweeted
@danwwang @rachel_cheung1 Plus, we have Dean Minello's Q&A with Perry Link on the anaconda in the chandelier, and @Aligarciaherrer on a bad solution for struggling green tech firms. For links to all of these and more, check out our free newsletter: buff.ly/AjuRtNC
Alicia GarciaHerrero 艾西亞 retweeted
Involution, or “irrational production”, has spread to China’s once-promising green industries. @Aligarciaherrer warns that the government’s reflex reaction, forced consolidation, is not the answer to the problem. buff.ly/Vus25Yi
Thoughts for @FinancialTimes 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.” ft.com/content/debdb9…
Some thoughts for @FinancialTimes: "Sovereign assets are becoming more risky because there are fewer guardrails for politicians." ft.com/content/0f7932…
Alicia GarciaHerrero 艾西亞 retweeted
@ZichenWanghere @Aligarciaherrer reacts to Zichen: "China's economic model is v simple. This 30% global industrial production... it could reach 45% in one single country - you do not solve that with a deal on EVs, you need a much bigger, wider macroeconomic solution for that massive imbalance"
Mi entrevista televisiva con Negocios TV: "#China y #EEUU muestran debilidad en su batalla estratégica, el mundo lo sabe". youtube.com/watch?v=J36m3Y…
My Op-Ed for @asiatimesonline: "#Taiwan soars on #AI boom but two-tier economy risks run deep". asiatimes.com/2025/08/taiwan…
My Op-Ed for @thewirechina: "#Beijing Is Failing to Solve Its #Involution Problem". thewirechina.com/2025/08/31/bei…
Algunas ideas para @France24_es sobre como las tarifas de #Trump pueden acercar a la India a #China. france24.com/es/programas/e…
I’m glad to participate the 2025 #Heckscher-Ohlin Conference organized by the National Board of Trade Sweden and the Center for Asian Studies at the Stockholm School of Economics. I will discuss on “#economic #statecraft for a new age” with Vinod K. Aggarwal, Professor from…
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…
Thoughts for @FinancialTimes: “It’s going to be massive. The companies in Guangdong are at the core of the trade war. While factors such as a property sector slowdown and flagging domestic demand began to bite “well before” this year’s tariffs against Chinese goods, Washington’s…
Asia has never been more important for Europe, not only because of its growing market size but also because of a cracking Transatlantic Alliance with the US. In this panel, which is part of @Bruegel_org 's annual meeting, we will be looking at what major Asian economies, like…
Some thoughts for @BBCWorld : "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." bbc.com/news/articles/…
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