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Alicia GarciaHerrero 艾西亞
19.5K posts
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Alicia GarciaHerrero 艾西亞
@Aligarciaherrer
Hong Kong
Joined April 2010
2,820
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19.5K
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  • user avatar
    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Jul 3, 2022
    This is a thread on #China's dominant position on key components for new technologies, in particular #EVs. Check estimates by 2025 of @lithium refinery. China comes first by far, well above its mining capacity (1/4) via @business
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    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Feb 5, 2023
    My reading is that #China not really banning exports of solar panel critical materials yet but creating export licensing requirements. Thus, China can use the world's dependence on solar panels as the US does for semiconductors. #EU should watch out.
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    China bans export of core solar panel technologies - Asia Times
    From asiatimes.com
    78K
  • user avatar
    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Aug 23, 2019
    How can Hong Kong not been important of it hosts 70% of Mainland companies' IPOs overseas and 60% of their USD bond issuance?. Hong Kong holds the key of the Mainland's access to overseas financing and investment @Bruegel_org
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    Bruegel
    @Bruegel_org
    Aug 22, 2019
    Those claiming Hong Kong is no longer important to China don't show the full story. We need to look beyond GDP and consider China's soft spot: access to foreign capital with a relatively closed capital account - writes @Aligarciaherrer >> bru.gl/2z90Ouz
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    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Jan 28, 2020
    The reality is that the #Chinese government will not allow the #Hongkong government to shut its in borders as other foreign countries would immediately follow suit with huge economic and reputational losses for the Mainland @SolomonYue
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    Solomon Yue
    @SolomonYue
    Jan 27, 2020
    So mainlanders' feelings are more important than🇭🇰ers' lives?
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    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Apr 13, 2020
    #WTO has just published a report with global projections. It is more than scary. Even #China will end #2020 with a big recession (-4%) in the best scenario (V shape)! 🙇‍♀️😭. If you don't want to spoil your Easter, dont even look at the L shape😱
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    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Jun 25, 2020
    I have a question for @TheEconomist: Why do you think #Spain's history is more tragic than that most European countries, including your #UK?. Spain had a civil war but you had your own bit and many more conflicts with #France than we did. Spain did not enter WWI or WWII.
    user avatar
    The Economist
    @TheEconomist
    Jun 25, 2020
    Why has Spain’s history been so tragic? Most historians highlight a weak state, difficult geography and missed political opportunities econ.trib.al/lWHnRIc
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    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Apr 29, 2023
    #EU's de-risking strategy on #China to be announced soon. A few things to note in this thread (1/1)
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    EU racing to devise new China strategy with ‘de-risking’ at its core
    From scmp.com
    78K
  • user avatar
    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Aug 22, 2022
    Replying to @DerekJGrossman
    You should. According to our analysis, #Pakistan is in the weakest position in terms of financing needs, after #SriLanka research.natixis.com/Site/en/public…
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    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Jun 17, 2020
    #China not a market economy status not only according to #EU but even the #WTO. China has lost the dispute. bloomberg.com/news/articles/…
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    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Feb 26, 2022
    #Chinese banks turning the back to #Russia: this is huge if fully confirmed
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    China State Banks Restrict Financing for Russian Commodities
    From bloomberg.com
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    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Jan 17, 2025
    #China’s 2024 GDP growth exactly on target (5.0028%!!). What a coincidence. Does this mean that China’s economy is doing so well that there is no need for further stimulus? 😅🤔
    46K
  • user avatar
    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Feb 27, 2022
    #Russia: deposit runs very likely. Rouble will tank
    user avatar
    ⭐️Oles Filonenko⭐️
    @FilonenkoOles
    Feb 27, 2022
    В Москве и других городах России перед банкоматами собираются огромные очереди. Фото сделано в 5 часов утра.
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  • user avatar
    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Nov 26, 2024
    #Trump's #tariff world is starting to look quite different from what he announced during his campaign. #China was supposed to be hit with 60% additional tariffs while the rest of the world would need to put up with 10% tariffs, excluding - or so I thought -countries with free
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  • user avatar
    Alicia GarciaHerrero 艾西亞
    @Aligarciaherrer
    Jul 5, 2019
    Shortsighted view of #HongKong. It is #China’s most important offshore platform for bond issuance as well as IPOs for Chinese companies. Furthermore, a very large share of Chinese outward FDI goes through Hong Kong. GDP size is not all! @thenewyorktimes
    user avatar
    New York Times Opinion
    @nytopinion
    Jul 5, 2019
    In 1997, Hong Kong’s economy was one-fifth the size of China’s. By 2018, it was barely one-thirtieth the size of China’s. The mainland doesn't need Hong Kong the way it once did. nyti.ms/2NwMqGz

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