Discover and read the best of Twitter Threads about #geoeconomics

Most recents (13)

1-5

The Association of German Chambers of Commerce and Industry (DIHK) is protesting loudly against the German Economy Ministry's suggestions of new reporting requirements for companies re. China dependence.

#geoeconomics
#China

spiegel.de/wirtschaft/wir…
2-5

The trigger, according to Spiegel, is a story in the German news site The Pioneer (paywall) about a draft paper that was reportedly leaked from the Economy Ministry and which spells out proposals to reduce dependencies on China.

thepioneer.de/originals/othe…
3-5

This would include, among other measures, a drive to diversify to other markets, suggestions to do investment screening on *outbound* German investments to China, and suggestions to carry out 'China stress tests' for particularly exposed German companies.
Read 5 tweets
It's time for a big thread 🧵 about the global triple crisis in fuel, food and fertilizers.
When it started, how it continues, and what lies ahead amid Russia's war on Ukraine in Europe and the growing Sino-American bifurcation of the global system. #realpolitik #geoeconomics
Food comes first.
@yaneerbaryam is the complex systems scientist who predicted the Arab Spring by indicating in his research in early 2011 that widespread violence would occur if skyrocketing global food prices (surging Food Price Index) were not reduced. vice.com/en/article/43y… Image
US policies on ethanol which means a huge amount of US corn is used to power cars rather than food & commodity market deregulation in late 90s were major cause of skyrocketing food prices. The peaks in the Food Price Index were the triggers of the food riots and the Arab Spring.
Read 68 tweets
Not all realists share #Mearsheimer views on Russia's war against Ukraine. I am positioned in the #realpolitik corner while using #geopolitics and #geoeconomics as the main pillars of #foresight.This is my assessment since Dec 2021 (see pinned tweet) on Russia's plan.
Thread🧵👇
There won't be any peace negotiations no matter how often Germany & France (small-size countries in Europe have no geopolitical weight) call Putin. Once Russia establishes control over Donbas & reaches its war goals in the this phase, Moscow will unilaterally declare ceasefire.
Preventing Russia from winning in this critical phase of the war requires the heavy weapons deliveries to Ukraine to sustain the Russian attacks. If Ukraine has to give up on territories in Donbas for the sake of Western appeasement, this won't stop the war. On the opposite.
Read 26 tweets
In the first world, you can do a lot with this kind of degree.
Many political science graduates can find work as a journalist/editor/ reporter with the newspapers, or work as a consultant with the electronic and social media groups,
or as a social-cultural and /or political experts with the advertising firms, or get work at some media campaign advisory and publicity firm!
Read 13 tweets
"Smartphones" trump food. #DigitalID

Nov 1 2021, #CBDC India: "so every single person today, even if he's not able to afford all the 3 meals, is having a #Smartphone in his hand. And I must thank some of the Asian countries which actually revolutionize[d] the smartphone market"
"so these three: the #biometric identity, the no-frills savings account [], & of course the #smartphone, & the fact that data is so cheap in India was the one which actually set the ground... I think #Canada & India started on this journey of instant payments almost together..."
Jan 18 2021, Payments #Canada: "Design attributes for a retail #CBDC... introduction of a new channel for illicit activities, money-laundering, terrorist financing other socially undesirable behaviours."

#DigitalID #Compliance #Surveillance

payments.ca/sites/default/…
Read 8 tweets
In exactly one month, I'll be leaving Bertelsmann Stiftung and start a new challenge. But before I leave, I would like to (re-)share some of the highlights of my work over the last five years. So join me for a little time travel and lots of still relevant research!
When I joined @GED_Tweet in 2016, the #trade world seemed still ok: the WTO still had the Appellate Body, TTIP was a political priority, Brexit had not happened and Trump was still an unlikely presidential candidate. Lots was going to change...
One of my core projects was research on public opinion and #trade. Our first publication was triggered by the intensifying debate on TTIP in Germany - but went beyond that: bertelsmann-stiftung.de/en/publication…
Read 62 tweets
The #EUTradeReview is out. Is it fit for purpose? What is good, what is not and what is missing? A quick thread to sort my thoughts. (1/13)
I like the beginning of it: #geoeconomics is making the #trade world riskier and reinforcing the rules base system is a good idea to create more stability. (That's also what I argue in my book on EU #trade strategy which you find here: voxeu.org/content/europe…) (2/13)
But then there is not much mentioning of geoeconomics in the text. Standard risk management plus technological regulatory cooperation isn't sufficient to counter these threats. There is too little thinking of aligning trade policy with foreign policy (3/13).
Read 13 tweets
A new piece from me that applies ideas from complexity theory to the cascading health, economic & social effects of #COVID19.

I think we need to think about economic globalisation as involving great benefits but also creating systemic risks that we need to better address
This piece works really nicely with the work by @ANewman_forward and @choermoraes about the vulnerabilities that the coronavirus has shown about our deeply interdependent supply chains and "just-in-time" approaches to manufacturing.

foreignaffairs.com/articles/2020-…
It also links to @geoffreygertz's great work on the unexpected vulnerabilities of supply chains and the possibility for even small disruptions to have large and unexpected effects, but also pointing the way to future risk mapping and creative adaptation.

brookings.edu/blog/future-de…
Read 9 tweets
It was a pleasure to be part of this conversation. My contribution focuses on investment liberalization, but the argument has broader implications

Thread 1/10
My starting point is the observation that the US is pursuing diverse and partially inconsistent objectives in relation to investment liberalization. 2/10
The US seeks to encourage and discourage outward US FDI in different contexts; it seeks to encourage and discourage inward FDI in different contexts. These competing objectives are layered with ad hoc claims about investment, national security, and technological dynamism. 3/10
Read 10 tweets
Back from recent #Tokyo trip, many interesting discussions on #geoeconomics ie developments in 5G, investment screening, export control, industrial strategy, and the EPA/SPA. Talks with Japan's MFA, EU Delegation, think tanks and academia. Some observations: [LONG THREAD]
/1
For Tokyo, US implmt. of export controls under ECRA is next big thing. Shape and form of BIS/DoC 'emerging & foundational tech' still open but potential implications for Japanese (and EU) business is massive (extraterritorial enforcement/sanctions?)
/2

globaltradeandsanctionslaw.com/update-on-u-s-…
And Europe? As @MaaikeOh and @BrigitteDekker_ show in this recent @Clingendaelorg report, European debate on export controls almost absent, not part of any EU strategic documents (eg latest EU China Outlook). Equally pale at MS level
/3

clingendael.org/sites/default/…
Read 24 tweets
Great point, Lauge. I tend to agree that existing analytical tools, eg IPE, provide good guidance to make sense of current events. And, sure, geoeconomics has been around for a while, so no claim of inventing the wheel here. (1/3) @laugepoulsen @AntheaERoberts @VictorAFerguson
Eg, this is from Luttwak’s 1990 seminal #geoeconomics article: “Geoeconomically active states that oppose rival foreign states will also obviously oppose private foreign companies that are the chosen instruments of those rivals”. Sounds familiar in view of Huawei? 2/3
New element is maybe not the theoretical compass, but that we are dusting it off in an environment of dense interdependence. I think Gilpin/Strange didn't have the chance to refine their concepts in this new context. To me, this is where theoretical sophistication is needed. 3/3
Read 3 tweets
This week's @TheEconomist has great lines summarizing how #geoeconomics risks transforming globalization @DSORennie.

On the transition from relative to abs gains marking the sec-econ convergence: “Suddenly, however, making money is not enough.” (1/4)
Re debates on trade & nat sec: “Such debates are, at root, about trust, a commodity that mattered less when China exported tennis shoes and televisions (…)”

Methods have also changed: before, IPR & trade defense would tackle China, now it's inv. screening (2/4)
They also address what @Ali_Wyne refers to as the US trying to "outChina China": “Rather than China becoming more Western, America is becoming more Chinese.” (3/4)

thehill.com/opinion/intern…
Read 4 tweets
On the 3rd post of the series @lawfareblog we look at how #China is resorting to #geoeconomics to spur its rise as a #tech power. Drawing on @kaifulee we show how #data localization helps China's #AI strategy @SammSacks @pstAsiatech @adschina @AntheaERoberts @VictorAFerguson
The case of #AI shows the US-China rivalry extends beyond the realm of a trade war. A number of factors elicit anxieties in the US, incl. China's "military-civilian fusion" @EBKania @ChadBown @ianbremmer @OliverStuenkel @leemakiyama @alanbeattie
China’s approach to data localization reflects part of a broader cybersecurity policy, enshrining the notion of “cyberspace sovereignty”, which contrasts w/ US approach to #internet governance. @superwuster
Read 4 tweets

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