Geoeconomic Competition

Several media outlets have reported that China’s AI bubble has already burst. In this episode of Geoeconomic Competition, Francesca Ghiretti speaks with Alicia Garcia-Herrero, Senior Fellow at Bruegel and Chief Economist for Asia-Pacific at Natixis, about why the story is less about a bubble and more about a flawed economic model driven by involution. They discuss what this means for other strategic sectors such as robotics and biotech, and for China’s growth prospects overall.

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&showWelcomeOnShare=true

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 conversation in her personal capacity, and her views do not represent those of the Commission.

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-what-it-means-for-the-world--9781509570676
Logan's related Foreign Affairs article: https://www.foreignaffairs.com/china/chinas-moment-weakness
Francesca's Foreign Affairs article: https://www.foreignaffairs.com/china/how-china-misperceives-itself