EuroAsia and the World
Alicia Garcia HerreroOp-eds and Comments on Asia from a European Perspective. Alicia García Herrero with HKUST, Bruegel and Natixis affiliations
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 288 | Subscribers | Read | aliciagarciaherrero.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Not even Iran war’s oil shock will help China reflate
For a brief moment in the opening days of the Iran crisis, it seemed as though China might finally be dragged into the global reflation trade. Ten-year Chinese sovereign bond yields nudged upward from 1.83 per cent on February 27 right befo...
Despite Donroe Doctrine, Latin America and China to remain BFFs but with a twist
Will the relationship between Latin America and China change given the policy of the U.S. government to limit such a relationship? We doubt it, although the relation will evolve to adapt to the new circumstances, which are tougher both econ...
The EU–India deal is not enough. India needs investment – now
The war in Iran, with the closure of the Strait of Hormuz, has just handed India an uncomfortable reminder of its economic vulnerabilities.
Japan: Lower hedging costs to stimulate foreign bond investment once Middle East conflict stabilizes
Japan’s reduction in portfolio investment since 2022 stemmed from the large reduction in holdings of foreign bonds, and more specifically European bonds. The outflow from European bonds has fully reverted by the start of 2026 (Chart 1). In ...
Authors
The writers behind this newsletter.
Senior Research Fellow at Bruegel Adjunct Professor Hong Kong University of Science and Technology Chief Economist for Asia Pacific at NATIXIS https://www.linkedin.com/in/aliciagarciaherrero/overlay/about-this-profile/
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