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Henrique Moraes Profile picture
Henrique Moraes
@choermoraes
PhD candidate @LeuvenGGS/ Diplomacy, International Law & Politics choermoraes@fosstodon.org
Sep 30, 2020 • 10 tweets • 10 min read
I have a new paper w/ @MWigell : “The emergence of Strategic Capitalism - Geoeconomics, Corporate Statecraft & the repurposing of the global economy”. We take a fresh look at states & markets to describe this shift
@FIIA_fi @LeuvenGGS

fiia.fi/en/publication… [thread1/10] States are actively deploying geoeconomic measures. Firms try to preserve businesses by a nuanced set of reactions that both constrain & stimulate geoeconomic policies.

This dynamic is making capitalism more state-led and strategic 2/

@gideonrachman
ft.com/content/9000d2…
May 4, 2020 • 7 tweets • 2 min read
“In this pandemic, the mask reveals far more than it hides. It exposes the world’s political and economic relations for what they are: vectors of self-interest that ordinarily lie obscured under glib talk of globalisation and openness. ” gu.com/p/dmce4/stw "Masks are in short supply not because they’re difficult to produce, but because the meltblown industry is used to stable, long-term demand. It churns out just enough for its customers and no more."
Apr 29, 2020 • 4 tweets • 4 min read
I have a post @Global_Policy. Post-COVID health regulators could learn from "macroprudential" finance policies addressing systemic risks. Should health governance address systemic-risks such as the supply chains of resources like PPE? globalpolicyjournal.com/blog/29/04/202… Image Just as the collapse of "too big to fail” banks magnify the impact of vulnerabilities in the fin'l system, are there health challenges which bring to light systemic failures, eg bottlenecks in supply chains of med equipment? Are there diseases "too big to heal"? @RanaForoohar
Apr 7, 2020 • 4 tweets • 2 min read
Many interesting points in this report @MikaAaltola @FIIA_fi on political transformation wrought by COVID19. Among them the fact that "China's status and legitimacy are increasingly in doubt, especially in the West" [1/4] In many ways, COVID19 is the "reset" button that will redefine the relative positions of many global actors, including China.

Where each will land will ultimately depend on how they fare in tackling the virus fallout--something that is far from clear now [2/4] Image
Apr 4, 2020 • 5 tweets • 2 min read
I believe we lack elements to spell out what global politics will look like in the aftermath of COVID. The jury is still out on most elements that will shape the global order going forward, not least China’s role in it. 1/5 Countries will draw lessons from relying on China for a number of goods, eg medical products. As resilience takes precedence over efficiency, decoupling might extend beyond US-China relations. This could intensify trend to curb Chinese FDI 2/5
barrons.com/articles/how-g…
Mar 21, 2020 • 4 tweets • 2 min read
As Italy becomes the epicenter of the most dramatic developments re #Covid_19 it's worth watching terms & direction of Italian debate on role of China in managing the disease. Might be an indication of how China will be viewed in aftermath @muyixiao @gideonrachman @RushDoshi progettoprometeo.it/13-febbraio-la…
Mar 19, 2020 • 4 tweets • 3 min read
(1/4) This is a fascinating question, @harlangcohen & @loyaladvisor. Among the many things that come to mind, I recall how Mark Mazower shows the early protagonism of US "New Dealers" in the origin of global governance institutions, such as the WHO & FAO.

amazon.com/Governing-Worl… (2/4) These experts were later put on the sidelines in favor of a militaristic view of the role of governance institutions. As Mazower writes, the Kennedy admin began to "interpret development in an increasingly militarized mode" (p. 294)
Nov 2, 2019 • 5 tweets • 6 min read
New paper on SSRN, “The geoeconomic challenge to int’l econ law: lessons from data regulation in China”
papers.ssrn.com/sol3/papers.cf…
I argue that a “clash of econ models” emerging in the wake of China’s presence is leading to a “geoeconomic chain reaction” by US & others 1/ Image One example of clash of models is regulation of data in China (esp. data localization), which advances the geoeconomic/nat sec goal of spurring its lead in AI. This explains China’s position on data flows at the WTO & sheds light on implications of geoec to int’l econ law /2
Jun 25, 2019 • 5 tweets • 5 min read
EU is being recommended to become more geoeconomic, focus on “economic sovereignty”. This is possibly not = to US “econ security”, but direction is equally geared at injecting strategy into economic policy-making. @JanaTitievskaia @MehreenKhn @RanaForoohar This report @Bruegel_org @ecfr comes on the heels of previous relevant papers, such as the @ECThinkTank insightful study on EU industrial policy in the wake of the failed Alstom-Siemens merger @ricbdc
ec.europa.eu/epsc/sites/eps…
May 21, 2019 • 4 tweets • 4 min read
@AntheaERoberts @VictorAFerguson & I have a new post @lawfareblog discussing recent US measures affecting #Huawei as a movement in US-China tech/trade rivalry. The US reacts by shielding (its strat assets), stifling (China's & companies catch up) & spurring (its innovation edge) China seeks to catch up & the US faces an imperative to maintain its “technological supremacy” by defending its tech dominance, hobbling the tech ambitions of its upcoming rival China and doubling down on its own tech advancement. @alanbeattie @JanaTitievskaia @gregorycshaffer
May 17, 2019 • 4 tweets • 2 min read
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)
Jan 10, 2019 • 4 tweets • 3 min read
Certainly one of the most strategically-oriented policy papers on EU-China relations by an industry association @markhleonard @gideonrachman @RanaForoohar

(English: english.bdi.eu/media/publicat…) .

@AntheaERoberts @VictorAFerguson

Highlights include: 1/4 - There is a competition of economic models w/ China;
- China is and will remain a dynamically growing market, a driver of the global economy. But China's challenge cannot be ignored; 2/4
Dec 3, 2018 • 4 tweets • 6 min read
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
Nov 27, 2018 • 5 tweets • 5 min read
In the 2nd post of this series @lawfare, we examine how the realms of economics & security are converging again in the #Geoeconomic World Order @AntheaERoberts @VictorAFerguson
Geoeconomics: The Variable Relationship Between Economics and Security lawfareblog.com/geoeconomics-v… What could have remained a sublimated economic rivalry between the United States & China has now mutated into an explicit geopolitical contest that is playing out in significant measure in the int'l economic law sphere. @OliverStuenkel @howserob @rdmcdougall @ricbdc @ElenLazarou
Nov 19, 2018 • 4 tweets • 5 min read
In this piece w/ @AntheaERoberts & @VictorAFerguson published by @lawfareblog, we claim the world is entering a #geoeconomic order, characterized by great power rivalry between the United States and China and the clear use of economic tools to achieve strategic goals. @LeuvenGGS The increased convergence of economic and security thinking and strategies is likely to lead to a significant restructuring of the laws and institutions that govern #trade and investment. @AmritaNarlikar @nicolas_lamp @NicoKrisch @howserob
Feb 20, 2018 • 6 tweets • 2 min read
The @wto released a very interesting document with stats on the evolution of agri exports between 2007-2016 docs.wto.org/dol2fe/Pages/F… . Here are the figures for cotton: Image Here for beef. Note that India - absent as a top exporter in 2007 - currently ranks as one of the most important exporters. Image