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 | 381 | Founded | 5 years ago | Last Issue | 3 days ago |
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aliciagarciaherrero.substack.comLatest Issues
Higher than expected inflation will push RBA to hike again in November
Today’s CPI release marked a big upside surprise not only to the RBA but also the market. Headline inflation accelerated in September to 0.83%mom and 4.34%yoy, both higher than the consensus forecast of 0.7%mom and 4.2%yoy. By component, en...
Beijing must explicitly prioritize corporate health
Chinese listed companies earned a profit margin of roughly 4.5% in the first half of 2026, about half the nearly 9% racked up by their global peers. Their return on capital is around 6%, against more than 11% elsewhere. Those are the main f...
Asia braces for Europe’s turn on Chinese overcapacity
Beijing offered Berlin a sweet deal days before the 15–16 October 2026 European Council summit: a ‘shared understanding’ to curb Chinese exports of hybrid and plug-in hybrid vehicles to the European Union, the segment in which Chinese brand...
Less is more: Small banks enter consolidation in China for profitability and solvency
The headline that China is cutting a quarter of its banks may appear striking, but the trend is not unexpected. Since 2021, consolidation of the banking sector has been a clear policy direction, particularly among rural financial institutio...
China’s outbound AI strategy starts with models and governance and ends with chips
China is the only country other than the United States that controls substantial portions of nearly all the technologies required for artificial intelligence – the so-called AI stack. China has cheap electricity and critical minerals upstre...
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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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