Geoeconomic Competition

In this episode of Geoeconomic Competition, Francesca Ghiretti talks with Dr. Jeremy Chih Cheng Chang, CEO of the Research Institute for Democracy, Society, and Emerging Technology (DSET) in Taiwan. The episode takes a wide overview of Taiwan's position as the semiconductor factory of the world, how it got here, what challenges it faces and what is the future trajectory for the industry and for Taiwan. Among the topics discussed: Competition with China, the relationship with the US and challenges related to the opening of new plants in the US, Japan and the EU.

In this episode of Geoeconomic Competition, Francesca Ghiretti talks with Nicola Bilotta, coordinator of the EU-Supervisory Digital Finance Academy (EU-SDFA),  Research Associate at the Florence School of Banking and Finance and Associate Fellow at Istituto Affari Internazionali (IAI). The episode unpacks the debate on de-dollarisation. How does a currency become international and why do we need an international currency? What are the ongoing and future trends? Ultimately, is de-dollarisation happing?

In this episode of Geoeconomic Competition, Francesca Ghiretti talks with Mikael Wigell, Research Director at the Finnish Institute of International Affairs and co-founder of the Helsinki Geoeconomics Week and the Geoeconomics Society. The episode touches upon the debate over geoeconomics, economic security and economic statecraft. It then engages with the question of who is a geoeconomist.

In this episode of Geoeconomic Competition, Francesca Ghiretti has a chat with Gregor Sebastian, Senior Analyst at Rhodium Group. The episode provides an overview of the current situation and engages with the debate on the advantages and risks of Chinese greenfield investments in the EU EV sector. Articles cited:https://ip-quarterly.com/en/solution-eus-chinese-greenfield-investments-conundrumhttps://rhg.com/research/aint-no-duty-high-enough/https://rhg.com/research/pole-position-chinese-ev-investments-boom-amid-growing-political-backlash/

Alicia Garcia-Herrero, Chief Economist for Asia Pacific at Natixis, discusses the Third Plenum and its implications for European businesses. Key topics include reforms in China, fiscal risks, and the impact on European companies in sectors like EVs and green technologies.

In this episode of Geoeconomic Competition, Francesca Ghiretti engages with Dr Mona Paulsen, Assistant Professor in International Economic Law at the London School of Economics (LSE). Starting from her article titled The Past, Present and Potential of Economic Security, the episode looks at the history of economic security to show that economic security is not an exceptional state of the globalised economy nor should it be treated as something exceptional in the policymaking of governments.

In this episode of Geoeconomic Competition, Francesca Ghiretti engages with Jonathan Hackenbroich from the European Commission - DG Trade to discuss how the EU economic security strategy has performed from the perspective of one of the main DGs involved in its design and implementation.

Elvire Fabry and Nicolas Koehler-Suzuki discuss the one-year progress of the EU economic security strategy compared to other actors. They explore disparities in approaches, challenges in governance, and the impact of shallow trade deals. The conversation emphasizes the need for a balanced approach, strategic negotiations, and proactive economic security measures within the EU.

In this episode of Geoeconomic Competition, Francesca Ghiretti discusses the EU's vulnerabilities - real and only perceived - with Luke Patey, Senior Researcher at the Danish Institute for International Studies (DIIS). The episode starts with critical minerals and then expands to other sectors to build the argument that the EU is less vulnerable to China than it thinks. 

In this episode of Geoeconomic Competition, Francesca Ghiretti discusses the recently announced US tariffs with Ilaria Mazzocco, Senior Fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies (CSIS). The episode explain what is section 301, the reason for the adoption of this latest round of tariffs, why EV are the centre of attention and last, but not least, what Beijing thinks of them.