Global supply routes rest on four key chokepoints: the Suez Canal, the Strait of Hormuz, the Straits of Malacca and Taiwan, and the Panama Canal. Strategic resilience is at stake, keep an eye on them. Via Boston Consulting Group on.bcg.com/3utWma1 #shipping #globaltrade #supplychains

Security-driven industrial policy, consolidating EU-wide strategic capabilities, is urgently on the table in this global election year. Arancha González and co-authors propose it’s time to “Trump-Proof Europe” Via Foreign Affairs foreignaffairs.com/united-states/…

China's bet on the "new three" sectors, batteries, electric vehicles and renewable equipment, risks overflowing global markets in an attempt to save the Asian giant's manufacturing-led growth. Comprehensive review here. Via BNN Bloomberg bnnbloomberg.ca/xi-s-solution-…

Momentum is building for the consolidation of EU defense capabilities, requiring the alignment of security priorities with growingly assertive industrial policies. Many unknowns and great potential in a pivotal moment of EU history. Via Reuters reuters.com/world/europe/e…

The Tinbergen rule says "one policy instrument per objective". If industrial policies are a catch-all blend of jobs, GDP growth, industrial upgrading, energy independence, and security only in the background, they are doomed to lose credibility Via Financial Times ft.com/content/d4fb88…

Security has ramifications across sectors. But is banning foreign cranes too much? "China (...) dismissed U.S. concerns about Beijing-backed cyber threats, including cranes, as “paranoia-driven.”' What counts as critical to national security? via The Wall Street Journal wsj.com/politics/natio…

Most Harvard students are eager for open debate on controversial issues, writes Harvard professor Tarek Masoud, but administrators are too timid to make it possible. Via ⁦The Wall Street Journal⁩ wsj.com/us-news/educat…

Our industrial policy conference lunchtime session featured Daron Acemoglu in conversation with Dani Rodrik on the role governments have to play in redirecting technological change where markets don’t take the right direction - such as TikTok.

El próximo miércoles presentaremos nuestro informe «Más allá del PIB» (publicado junto a Instituto Español de Analistas) en el Real Colegio Complutense at Harvard. Contaremos con un panel excepcional, en la intersección entre academia, innovación pública y sector privado:

Argentina’s president is idolised by the Trumpian right. They should get to know him better econ.st/3B2mDzo

1/ Views from the Davos mountain top: Is President Trump a China Hawk?

1/ For the bet between my friend ian bremmer (founder and chief of Eurasia Group) and me, see South China Morning Post’s article from today’s edition summarizing our discussion at this week’s Davos World Economic Forum on the 47th US President. scmp.com/economy/global…

Thank you Elon Musk! As you’ve said yourself it is mostly about delete! delete! delete! Here the link to the full conversation with Markus K. Brunnermeier from Princeton Bendheim Center for Finance. And special thanks to Javier Milei, the freedom-fighter that makes all this posible! youtu.be/8b4SFDdAY_A?si…

Le propongo otro título: ¿CEVICHE DE HAMBURGUESA? Con los chinos saqueando su mar, los Peruanos van a tener que ponerse creativos y hacer ceviche de hamburguesa. Su análisis se queda corto: EE.UU. hace negocios con China. Lo que no hacemos es cederle nuestros activos críticos.