Alicia García Herrero

Alicia Garcia Herrero, Chief APAC Economist at Natixis, shares her insights on the Asia-Pacific economy, along with Vikas Pershad, Asian Equities Portfolio Manager at M&G Investments, who offers a unique perspective on investment strategies. They discuss the vulnerability of emerging markets amidst currency challenges and the impact of U.S. monetary policies globally. Additionally, they highlight growth opportunities in Japan, China, and India as geopolitical tensions loom, shedding light on the interconnectedness of markets and economic policies.

Viraj Patel, Head of Asset Allocation at Fiduciary Trust International, outlines the immediate fluctuations in oil prices following Nicolás Maduro's capture and the long-term challenges of restoring Venezuela's oil production. Alicia Garcia Herrero, Chief APAC Economist at Natixis, delves into China's strong ties with Venezuela, discussing potential impacts on investment and trade dynamics. The duo explores the broader implications of geopolitical events, including Taiwan risks, and the current resilience of the U.S. economy driven by consumer spending.

Chris Brigati, Chief Investment Officer at SWBC, discusses the uplifting news surrounding U.S.-China trade negotiations and the unexpected boost in U.S. job growth data. He analyzes how these factors might influence market reactions. Alicia Garcia Herrero, Chief Asia-Pacific Economist at Natixis, shares her insights on what the renewed trade talks could mean for economies in Asia, exploring areas such as export controls and tariffs. Both guests bring cautious optimism about progressing trade agreements amidst ongoing tensions.

Alicia García-Herrero, Chief Economist at Natixis, and Sanjay Bhattacharya, former BRICS Sherpa, dive into India’s pivotal role as BRICS chair. They explore the coalition's evolution from a united front into a complex 10-nation bloc, grappling with de-dollarization and economic cooperation challenges. Alicia highlights India's need for strategic autonomy amid China’s influence, while Sanjay emphasizes the potential of South-South partnerships. The discussion centers on India's balancing act between BRICS and Western alliances, aiming for tangible benefits in global governance.

Naomi Fink, Chief Global Strategist at Nikko Asset Management, and Alicia Garcia Herrero, Chief APAC Economist at Natixis, dive into the complexities of ongoing U.S. trade negotiations with Japan and South Korea, highlighting potential impacts on the global economy. They discuss China's pushback against U.S. tariffs and the implications for market volatility. Alicia also reflects on the importance of the Federal Reserve's independence, especially amidst political pressures, adding context to the current economic landscape.