Understand China's Impact on Your World

Enodo Economics is an independent macroeconomic, political and geopolitical forecasting company that focuses on China and its global impact. Our clients are typically struggling to interpret economic or political developments in China. We help by presenting in-depth analysis with clear conclusions to guide investment, business and policy decisions.

In-depth analysis of China's economy, politics and geopolitical developments. Providing clear conclusions to guide global investment, business and policy decisions.

What Our Clients Say

We have helped clients around the world better understand China’s economy, politics and geopolitics. To see what they say, please take a look at this short video.

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Research and Forecasting Services

Speaking Engagements

Diana Choyleva is an "inspirational speaker who will captivate your audience with her ability to make complicated analysis simple and relevant".

Watch Diana at Bloomberg’s New Economy Forum.

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Janet Yellen

GUS Secretary of the Treasury
Chair of the Federal Reserve, 2014-18

Understanding the Chinese economy is not for the fainthearted. You have to make sense of the data but also be able to put it in the context of industrial policy, Beijing’s political priorities and so on. I liken it to doing a jigsaw without being able to see the picture on the box. Yet that’s what Diana Choyleva does so well in her regular commentary, which I’ve really enjoyed following.”
L. Rafael Reif

MIT President Emeritus

Diana Choyleva's analysis of China and the global economy is truly eye-opening. Her insights and ability to identify and spot megatrends early are extremely helpful. I strongly recommend her research for anyone seeking clarity on China’s current and future global impact. Her views should be a key input into any decision making on China.”
Henry Maxey

CIO, Ruffer LLP

There is art involved in making economics useful to investors. And economics isn’t known as the dismal science for nothing. Which is why Diana’s synthesis of signal from the noise is so valuable. She understood early on the profound impact China would have on the world economy. Her commodity bull market call in 2002 as well as foreseeing the role China played in causing the global financial crisis and its subsequent structural growth slowdown were tremendously helpful.”
Marino Valensise

Group Chief Investment Officer, Cardano

In the many years I have known Diana, she has always demonstrated an uncommon level of intellectual curiosity. This has frequently led to a very distinct opinion and insightful investment research.”
Sir Alex Younger

Former Chief of Britain's Secret Intelligence Service, MI6

The influence wielded by China reaches far beyond its borders, shaping the geopolitical stage in ways often unseen, but deeply impactful. Always ahead of the curve, with unique and differentiated insight, Enodo Economics excels at discerning critical developments, flagging what really matters.”
Tim Garry

Chief Risk Officer, Senator LP

Our favorite expert on China is Diana Choyleva who has branched out and started her own research firm called Enodo Economics. We have been reading Diana for years now and have found her balanced calls both accurate and timely.”
Gary Reynolds

CIO, Courtiers

Diana is unusual in that she is both a brilliant economist and a great communicator. Born and raised in Bulgaria, Diana understands that economic decisions have real outcomes for ordinary people. She also has the humility to acknowledge when she is wrong (very unusual) and never boasts about the many things she gets right, which have made our clients a lot of money!”
Mervyn King

Governor of the Bank of England, 2003-13

It is increasingly rare to find an economist who eschews the conventional wisdom and is prepared to think for herself. In today’s uncertain world it is a priceless quality. Diana Choyleva is such a person.”
Taiya Smith

Director, Climate Leadership Council and co-founder/CEO of Phyllis Technologies

I met Diana at the Bloomberg New Economy Forum and she put me on her mailing list for Enodo’s weekly overview of what is going on in China. I find the combination of economic reporting analysis and targeted facts exceptionally useful. There are many places to get summaries of China activities, but Enodo’s weekly overview is the one that I am sure to read!”
Robin Hall

Founder and Managing Partner 1988-2009, Cinven

During my time as Managing Partner of Cinven, Diana Choyleva’s macroeconomic analysis helped me make sense of the world economy and how it impacted our investment decisions. She is unusual in not only possessing great analytical skills but also being able to summarise and communicate her analysis in a very effective manner.”
Orit Gadiesh

Chairman Bain & Co

China matters. Even more than you realise. If you want to thrive and succeed in business, consulting, investing or policymaking you must really understand China and how it shapes the world. This edX programme created by Enodo Economics will help you do just that and stay at the top of your game. It’s rare to find unbiased, thoughtful and practical teaching by great communicators, but this is it. An indispensable guide.”
Tom Keene

Bloomberg Editor-at-Large

I am always looking forward to talking to Diana Choyleva, now Chief Economist at Enodo Economics. She has carved out an analysis and a perspective on China which has always been of great value, but never more so than now.”
Anthony Hilton

Evening Standard, August 2011

Choyleva grew up in Bulgaria when it was still under Communist rule. She understands how centrally planned economies behave, the constraints under which their leaders think they labour and how they are likely to react to problems and pressures. Her most thought-provoking prediction is that the Chinese growth rate is likely to halve because its export-led growth model has reached its limits but the government is unable and unwilling to embrace the alternative.”
Izabella Kaminska

FT Alphaville

At the start of 2014, hardly anyone thought that the yuan was overvalued and was likely to go down not up. Diana Choyleva got that important turning point in China spot on.”
David Kamons

Senior Wealth Manager, Firestone Capital Management

I was cleaning out a bookshelf and found the transcript of a conference that Diana and I attended in Miami in 2008. Rereading it nine years later reminded me how great her insights were then and they are still great. Very much ahead of the curve, focused on what will happen rather than merely reporting what has happened. Great work.”
Ashish Shekhar

Chief Risk Officer Global Banking and Markets & Commercial Banking Asia Pacific, HSBC

Diana’s research combines data analysis, on-ground client feedback and her expert knowledge on China to put together a view that is independent, insightful and actionable. I have been following her research for many years, and am impressed by her deep understanding of financial markets, macroeconomic trends and policy impacts. A true subject matter expert, who is able to simplify and unravel even the most complicated issue.”
Andrew Main

Co-Founder and Managing Partner of Stratton Street Capital LLP

Diana Choyleva of Enodo Economics is perhaps the best economic Chinese tea leaf reader there is.”
Riccardo Cannaviello

MD, Symmetry Advisors

Back in the early nineties I spent 5 years doing business development in Hong Kong and China for a financial firm. I ended up originating the largest IPO on Nasdaq at that time - Chinadotcom, the first Chinese internet company IPO. Since then, I've run across only one economist whose insights and analyses of China coincide with the subtle, non-obvious patterns that I picked up during my business development missions. That economist is Diana Choyleva.”
Rebecca Terner Lentchner

Head of Government Relations and Public Policy APAC, BNY Mellon

Diana's Choyleva is both insightful and enjoyable to follow. I regularly read her analysis and perspective on China which I find enormously valuable. With China dominating the headlines and market sentiment, now more than ever, she is a go-to source of information and knowledge. Her intelligence, analysis and easily digestible broadcast are a winning combination.”
Chriss Street

American Thinker

Enodo is the most credible source regarding China insight on the planet.
Fraser Howie

Co-author of Red Capitalism, named Book of the Year 2011 by the Economist magazine

Diana Choyleva was one of the first China watchers to identify and warn of the slowdown in China. Bringing common sense and questioning analysis to bear, she saw the fundamental structural problems in the economy and the resulting consequences more clearly than many more-experienced observers, who were in denial. Diana is one of the people I want to read on China.”
Roland van den Brink

Founder, TrigNum BV

Enodo’s China News That Matters is concise and incisive weekly reading for anyone who wants to understand China. It is the only subscription I make time for as an investor. Discovering true trends in economic, financial and political news from China pays off. Proof? Two hundred percent return of an investment of around €140 million. That Matters.”
Donald P Kanak

Former Chairman, Prudential Insurance Growth Markets; Former Chairman, EU-ASEAN Business Council

I was pleased to be an early subscriber to Enodo’s analytics. China is big, complex and not always well understood by Western analysts. Diana Choyleva offers a unique independent perspective, and, when appropriate, courageously contrarian views that have proven insightful.”
Jochen Siebert

Managing Director, JSC (Shanghai) Automotive Consulting

I always look forward to the next instalment of China News That Matters, as Diana Choyleva is not only a world class analyst of China, but also a great writer. Fun and educational writing is hard to come by and it’s hard to beat Diana in this discipline. Plus almost every time she points at important issues that I missed, although I read tons of material on China every day.”
Merryn Somerset Webb

Senior Columnist, Bloomberg

I've been reading Diana’s excellent analyses for some years now and found her to be very much more often right than wrong.”
Robert Contri

Global Financial Services Industry Leader, Deloitte Global

Diana Choyleva is an engaging speaker, presenting complex issues in the most accessible way. Her prescient analysis of the bifurcation of the world into American and Chinese spheres of influence (“The Great Decoupling” as she aptly christened the theme) has been incredibly valuable. China’s impact on all of our worlds is unquestioned but can be incredibly difficult to figure out – thankfully Diana and the team at Enodo solve this problem for me and no doubt countless (lucky) others.”
Dave Jubb

Multi Asset Fund Manager, Invesco

Diana has a remarkable talent for simplifying complex and often opaque economic issues in China into clear, actionable insights for her clients. The depth of research at Enodo Economics is unmatched in the region. Additionally, her engaging sense of humor makes every conversation enjoyable. Highly recommended!”