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enodo economics
Understand China,
understand the world.
enodo economics
Understand China, understand the world.
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.”
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!”
Marino Valensise
Head of Multi Asset & Income, Barings
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
Valentin Schmid
The Epoch Times
Diana Choyleva is different. The Enodo Economics chief economist and former head of research at Lombard Street Research has been covering China since the early 2000s before most analysts started to pay serious attention. Since then she has predicted many of the critical turning points determining the fate of the Chinese economy.”