Alicia Garcia Herrero 艾西亞

Rare earth stocks surge on U.S.-China trade dispute over critical minerals President Donald Trump on Friday threatened China with a "massive" increase in tariffs in retaliation for Beijing imposing strict controls on rare earths.

Views for @cnbc.com: " #China’s restrictions go much further than its previous export controls. Beijing is expanding export controls to five additional rare earth elements. It is also imposing controls on technology, equipment and labor used for refining the minerals."

www.cnbc.com/2025/10/13/r...

‘Quantity to quality’: what China’s next 5-year plan means for foreign investors Beijing has pledged to open up even more to foreign investment. But some officials are becoming more selective about the projects they want.

Some thoughts for @scmpnews.bsky.social on #China: "Local governments – especially those with fiscal problems – need foreign investment to boost employment, which has become a key concern for many grass roots officials amid China’s economic slowdown."

www.scmp.com/economy/chin...

#Japan: #Takaichi’s political foundation to revive part of Abenomics shaken after Komeito opts out
aliciagarciaherrero.substack.com/p/japan-taka...

China’s rare earths squeeze leaves US dangerously exposed - Asia Times The recent intensification of US-China trade frictions, marked by China's expanded export controls on rare earth elements (REEs) announced on October 9,

My Op-Ed for Asia Times: " #China’s rare earths squeeze leaves #US dangerously exposed."

asiatimes.com/2025/10/chin...

Some views for @BBC Newshour on the escalation of #US-#China trade war. (22'35'' - 26'50'')
www.bbc.com/audio/play/w...

Natixis' Herrero on US-China Trade Spat Natixis Chief Economist for Asia Pacific Alicia García Herrero speaks on Bloomberg's The Asia Trade about a spiraling trade spat between the world's two leading economies.

My TV interview with @bloomberg.com this morning on the spiraling trade spat between the world's two leading economies.

finance.yahoo.com/video/natixi...

Se l’incontro tra #Xi e Trump dovesse saltare potrebbe ripartire l’escalation, ma il presidente americano ha bisogno di un accordo.

García-Herrero (Bruegel): “Dietro l’escalation cinese sulle terre rare ci sono i chip di Taiwan” L’economista e analista: “Washington sta cercando di portare la produzione dei processori più avanzati sul suo territorio, e Pechino non vuole. Se l’incontro t…

Le mie opinioni citate da la repubblica: #Washington sta cercando di portare la produzione dei processori più avanzati sul suo territorio, e Pechino non vuole.
www.repubblica.it/economia/202...

YouTube video by Negocios TV ALICIA GARCÍA-HERRERO: “China está apretando a Trump para que no ceda con Taiwán"

Mi entrevista sobre la crisis de confianza entre EE.UU y #China después de que China reforzara los controles a la exportación de tierras raras y #Trump respondiera con dureza.

www.youtube.com/watch?v=gA5r...

Export controls on recycling technology could also hit Apple's $500 million partnership with MP Materials to recycle rare-earth magnets in California.

#China knows the dependence is going to be less, so they need to hit now. Noveon Magnetics, the only U.S. manufacturer of rare earth magnets, still relies on China for raw materials.

China's rare-earths shock: 5 things to know about the latest curbs Tech manufacturers are braced for disruption but non-China producers could get a boost

Views for @asia.nikkei.com: "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. "

asia.nikkei.com/business/tec...

#China's #Fiscal Problem Will Persist Under the Current Growth Model

aliciagarciaherrero.substack.com/p/chinas-fis...

Basically, while the tone towards China may be worse, the actions might not be. And the problem they have is that the US is not willing to do more on China. So it’s going to be very hard for Takaichi to get the US on the Japanese side on that front.

Takaichi’s nationalist stance would also lead to increased military spending, mainly benefiting the US, though foreign policy towards China might be moderated by the coalition with the pacifist Komeito party.

There is a risk that the BOJ does not hike again, but because her policies are so expansionary and inflationary, there might be a hike in December.

You can already see that there’s going to be an additional increase in #Japanese government bond yields, because people know there will be more supply and a weaker #yen. I think that’s what’s going to happen: a bigger fiscal deficit and the delay in the #BOJ hike to December.

‘Mixed bag’: how Japan’s PM-in-waiting may fuel growth, defence – and debt After the ruling Liberal Democratic Party elects new leader, economists assess what lies ahead.

My views for @scmpnews.bsky.social: “ #Takaichi’s commitment to fiscal expansion and her reluctance for further rate hikes could lead to “problematic” outcomes.“

www.scmp.com/economy/glob...

China’s visa scheme for global tech workers draws backlash at home K-visas designed to attract overseas Chinese and applicants from global south come amid weak jobs market

Some thoughts for @financialtimes.com: "The scheme will probably target a 'more reduced but very talented pool' ".

www.ft.com/content/01a0...

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/fi...

YouTube video by Capital Radio China entra en una desaceleración "sana": "No iba a ningún lado su exceso de producción"

Mi entrevista con @Capital Radio: #China entra en una desaceleración "sana": "No iba a ningún lado su exceso de producción".

www.youtube.com/watch?v=TGGe...

As China keeps cutting US Treasury holdings, where are its investments going? With China’s holdings at their lowest since 2009, analysts said the country’s central bank could be turning to European assets and gold.

Views for SCMP: "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 reserves."
www.scmp.com/economy/glob...

#forolatoja2025 #forolatoja #vinculoatlantico | Foro La Toja 📌 ¿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 "L...

Do join us if interested!
#ForoLaToja2025
#ForoLaToja
#VinculoAtlantico

www.linkedin.com/posts/forola...

"It is the technology embedded in the industrial products, in the industrial capacity … that makes China kind of impossible to avoid. Everything you buy has a Chinese component in it.”

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.

Views for @scmpnews.bsky.social: “The big issue for the #EU was its reliance on #China’s highly developed industrial capacity – rather than the #technology itself. "
www.scmp.com/news/china/d...

China can decarbonise the world – but even that won’t fix its overcapacity problem China is on track to meet global green-tech demand but needs to pivot from manufacturing to infrastructure

🌏 China can decarbonise the world – but even that won’t fix its overcapacity problem

🏭 What actions can China take to overcome its overcapacity problem and pivot from manufacturing to infrastructure?

🖊️ By @aligarciaherrero.bsky.social and Haoxin Mu
🔗 Read the paper here: buff.ly/fkVx5Bd

La sombra de Putin tras el nuevo orden chino El desafío del presidente ruso a Occidente, sin aparentes consecuencias negativas, anima a Xi Jinping a endurecer su discurso

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.. elpais.com/opinion/2025...

YouTube video by Bloomberg Television Markets Weigh Trump-Xi Call, H1-B Visa Fee Hike | Bloomberg: The Asia Trade, 9/22/25

Here are my thoughts for Bloomberg #DayBreak today on #Trump-#Xi's upcoming encounter at the #APEC meeting. also
on the #BoJ's struggle to normalize monetary policy and the # PBoC's snail-paced rate cut, trying to protect. Chinese banks' margin.

Watch from 16'.

www.youtube.com/watch?v=lHa5...

Trump-Xi call: What investors are watching for After the TikTok framework, can the US and China find more common ground in their bilateral trade relationship? Alicia Garcia Herrero is the Chief economist for Asia Pacific at Natixis. She joins Mark...

The ideas I shared with @yahoofinance.com

#Trump is desperate for good news, which is why he is calling #Xi. The lowest-hanging fruit is to announce an in-person meeting (#Apec /#Beijing), which Trump is justifying with a phirric victory on #Tiktok!
uk.finance.yahoo.com/video/trump-...

As China keeps cutting US Treasury holdings, where are its investments going? With China’s holdings at their lowest since 2009, analysts said the country’s central bank could be turning to European assets and gold.

- as well as other currencies such as the British pound and Swiss franc, which could be contribution to the rise in its foreign exchange reserves."

www.scmp.com/economy/glob...