Show Notes
On the 18th of June, EU leaders met to discuss "macroeconomic imbalances" aka China and tasked the Commission to design a new instrument and a solidrity measure. On the 29th of June, Commissioner for Trade and Economic Security Maroš Šefčovič met with the PRC Minister of Commerce Wang Wentao and agreed on a dialogue with four worstreams (trade and investments imbalances, export controls, IP rights, and WTO reform) with an October deadline for results. All of the above on a climate of growing ...
More from Geoeconomic Competition
Last Friday, 16th of October, China's MOFCOM and MOST published Announcement 48 on new export controls of know-how that contain a list of AI, biotech and solar tech know-how to be subject to new controls. In this short episode, Geoeconomic Competition host, Francesca Ghiretti, goes trough some of the main features available so far. Substack: https://geoeconomiccompetition.substack.com/p/chinas-new-know-how-export-controls?r=5tpvrj&utm_campaign=post&utm_medium=web&showWelcome...
In this episode of Geoeconomic Competition, Francesca Ghiretti sits down with Kayla Blomquist, Co-founder and Director of the Oxford China Policy Lab. In this second episode of the series on AI, we look at the AI ecosystem in China: the existing offer, the dependency risk that offer may bring, the lifecycle of an AI company, how the offer and debate around agentic AI and AGI is developing and whether the future of China's offer will remain open weights.
In this episode of Geoeconomic Competition, Francesca Ghiretti sits down with Ngor Luong, Senior Policy Analyst on the Technology and Innovation team at the US-China Economic and Security Review Commission, to unpack China's approach to AI: why Chinese labs have embraced open models, how her "Two Loops" framework explains the way China's open AI strategy strengthens its industrial position, and what the global spread of Chinese AI means for U.S. policymakers and businesses. She joined the con...
China's economic miracle is over — so what now? Francesca Ghiretti sits down with Logan Wright, author of Broken China: How the Economic Miracle Shattered and What It Means for the World, to unpack why the slowdown runs deeper than most assume, why there is no quick fix, and why betting on tech won't save Beijing. Plus, what a weaker China means for Europe and the world. Find the book here: https://www.politybooks.com/bookdetail?book_slug=broken-china-how-the-economic-miracle-shattered-and-wh...
In this episode of The Trade Off, CSIS Economics Program Director Philip Luck sits down with Francesca Ghiretti, director of the RAND Economic Security and Resilience Initiative and CSIS Economics Program non-resident senior associate, to unpack growing EU–China trade tensions, Europe’s evolving economic security approach, and what recent trade disputes mean for the future of the economic relationship. Full webcast: https://www.csis.org/events/trade-deficits-and-growing-eu-china-tensions