Alicia García-Herrero

Alicia García-Herrero, an economist specializing in China, discusses why China is facing structured deceleration and the deflationary trend it brings. She highlights the real estate bubble, demographics collapse, lack of economic productivity, and the impact of China's economy on the Belt and Road Initiative.

Alicia García-Herrero, a senior fellow at Bruegel specializing in the Chinese economy, and Alfred Schipke, a professor at Lee Kuan Yew School of Public Policy, dive into China's new stimulus package. They unravel its design as a rescue for the ailing economy, particularly its focus on real estate and local government debt. García-Herrero likens it to a cleanup effort, while Schipke points out the lack of direct support for households. They argue for necessary structural reforms to bolster long-term recovery amidst these economic maneuvers.

Yuyun Zhan and Alicia García-Herrero discuss China's economic engagements in Africa, addressing criticisms on FDI, trade, and opacity. They compare China's impact to Europe, debt restructuring challenges, manufacturing hurdles, US/Europe vs. China's approaches, and China's investments in tech and infrastructure.

Economic expert Alicia García-Herrero and tech analyst Paul Triolo discuss China's innovation drive, US-China tech rivalry, and key tech sectors like semiconductors and biotech. They explore China's tech evolution, industrial strategy, and the geopolitical implications of the rivalry. Insightful discussion on government policies, national security concerns, and the competitive landscape in the tech industry.

Alicia García-Herrero and Giuseppe Porcaro reflect on their podcast journey, discussing China's economic dynamics and Europe's transformation. They emphasize Europe's need for a proactive approach in industrial policy and strategic foresight. They explore the evolution of conversations around China and highlight the importance of objective information. The changing dynamics of EU-China relations and the importance of policymaking are also discussed.