Diana Choyleva

@choyleva

Chief economist at @EnodoEconomics Our focus is #China – one of the most misunderstood economies in the world, but one of the most important to figure out.

London enodoeconomics.com Joined June 2014

2.4K Following 4.8K Followers 5.6K Posts

Latest posts 5

Diana Choyleva @choyleva Jun 19

Beijing's crackdown on Futu, Tiger Brokers and Longbridge isn't about capital controls. It's about building a controlled gateway between the #yuan and the #dollar.
Read my op-ed for @ChannelNewsAsia, link in the comments.

Diana Choyleva @choyleva Jun 11

Trump admitted he discussed the $14bn #Taiwan arms package with Xi in great detail. That appears to breach the Six Assurances - the US commitment not to consult Beijing on arms sales to Taiwan.
Taiwan has become part of a broader US-China negotiation. There is no neutral outcome

Diana Choyleva @choyleva Jun 9

Most analysis of the #Beijing summit stops at US-China. That is only half the picture. Beijing's leadership appears concerned that #Taiwan and #Japan are becoming part of the same problem. For Japan this is not a financial question but strategic and increasingly existential.

Diana Choyleva @choyleva May 14

Most analysts are still debating #China's industrial might. They're looking at the wrong thing.

What will shape the next 20 years is China's drive to financialise.

I joined the @MoneyWeek podcast and we covered a lot of ground 🧵

Diana Choyleva @choyleva Apr 24

The #US no longer needs Gulf #oil. But it does need the #Gulf to keep pricing oil in dollars. That is the foundation of #dollar reserve dominance. Undermine dollar-based oil trade, and the whole system begins to shift. What is the market missing?