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&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

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

This is a repost by Geoeconomic Competition of Trade-Off, the podcast of DG Trade and Economic Security at the European Commission (https://policy.trade.ec.europa.eu/trade-podcast_en). So this time, the host is Brian Talty, and your usual host, Francesca Ghiretti, is a guest, together with Denis Redonnet, Deputy Director-General at DG Trade and Economic Security and Rene Summer, Director of Government and policy Advocacy at Ericsson.

Trade isn't just about tariffs—it's about trust. This episode of Trade-Off explores how Europe can stay open while reducing vulnerabilities, and why economic security is about resilience, not protectionism.

What is "EuroStack," and where does Europe actually stand in the global tech race? In this episode, Francesca Ghiretti hosts Cristina Caffarra, prominent competition economist and one of the most influential voices in European tech policy, to call out Europe's real strengths and hard dependencies, and ask what it would take to build more independence and growth. A clear-eyed look at digital sovereignty and whether Europe can pull it off.

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 tensions between the EU and China regarding trade imbalances (among other things) and the possibility of a tarde war looming. Finbarr Bermingham, Chief Europe Correspondent for the South China Morning Post, joins Francesca Ghiretti to understand how we got here and what to expect next. 

In this episode of Geoeconomic Competition, Francesca Ghiretti speaks with Carl Benedikt Frey, Dieter Schwarz Associate Professor of AI & Work at the Oxford Internet Institute, Fellow of Mansfield College, University of Oxford. The episode explores the role of AI in international competition. The conversation covers how innovation and diffusion play different roles in national competitiveness, and offers a frank assessment of how the US, China, and Europe are each positioning themselves in the race for AI leadership.

In this episode of Geoeconomic Competition, Francesca Ghiretti speaks with Noah Barkin, Senior Advisor at Rhodium Group about the outcome of the Trump-Xi summit and especially, the implications for Europe. Is Europe collateral damage or the ongoing (precarious) stabilisation process bring advantages for Europe too? What does it mean for the de-risking agenda?