6b Bonus – Germany’s China Risks: Geoeconomics vs Geopolitics?
Show notes
In this bonus episode, we speak with DGAP CEO Dr. Guntram Wolff and Natixis Chief Economist Dr. Alicia Garcia-Herrero about the scale of Germany’s exposure to an increasingly aggressive China in particular, and the challenge of diversifying German supply chains to mitigate geopolitical risks, especially in critical sectors. We hear about competing views of friendshoring, dependency and even the desirability of buying Russian gas.
The conversation is again structured by the ongoing tensions between geopolitical and geoeconomic perspectives. Especially on questions of weighing competing risks: to security on the one hand and to prosperity on the other.
Guests:
- Dr. Guntram Wolff, Director and CEO, DGAP (@GuntramWolff)
- Dr. Alicia Garcia-Herrero, Asia-Pacific Chief Economist, Natixis (@Aligarciaherrer)
Resources:
- EU-China Relations have been – and will remain – a rollercoaster, Alicia Garcia-Herrero, Bruegel
- The geopolitics of semi-conductors and what Europe can expect, Alicia Garcia-Herrero, Bruegel
- De-risking and Decarbonising: a green tech partnership to reduce reliance on China, Alicia Garcia Herrero, Heather Grabbe & Axel Källenius, Bruegel Policy Brief
- “China De-Risking": A Long Way from Political Statements to Corporate Action, Ole Spillner and Guntram Wolff, DGAP
- Managing Risks in the EU-China Economic Relationship, Claudia Schmucker and Guntram Wolff, DGAP
- Dealing with Europe’s economic (in-)security, Guntram Wolff & Federico Steinberg, for ECOFIN
- Germany’s Economic Myths Debunked, Roderick Parkes & Kim B. Olsen, DGAP Policy Brief
- Germany Needs a New Growth Model, Sander Tordoir & Shahin Vallee, Centre for European Reform
- The Long Hard Road to Decoupling from China, Andrew A. Michta, The City Journal (2020)
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