Diana Choyleva is a leading expert on China’s economy and politics. She is Chief Economist at Enodo Economics, an independent macroeconomic and political forecasting company she set up in 2016 to untangle complexity, challenge the consensus, and give pointers to the future by making sense of today. Enodo’s focus is China, one of the most misunderstood economies in the world, yet one of the most important to figure out. Diana has been covering China for over two decades and has written three books. In 2022, she co-authored ‘China’s Quest for Financial Self-reliance How Beijing Plans to Decouple from the Dollar-Based Global Trading and Financial System’; in 2011 ‘The American Phoenix – and Why China and Europe Will Struggle After the Coming Slump’; and in 2006 ‘The Bill from the China Shop – How Asia’s Savings Glut Threatens the World Economy’. For 16 years prior she worked at Lombard Street Research (now TS Lombard), most recently as their Chief Economist and Head of Research, setting the agenda for the firm’s team of economists and strategists while conducting her own global analysis. She joined LSR after completing her master’s degree in Economics at Warwick University in 2000 and became an executive director in 2005. Diana headed the firm’s UK Service from 2005 until 2009. Between 2010 and 2013 she was based in Hong Kong overseeing LSR’s expansion in Asia. Diana writes regular opinion pieces for the Financial Times, Wall Street Journal, Nikkei Asian Review, Foreign Policy etc. She has extensive global experience engaging with all manner of audiences and is a regular commentator on Bloomberg, the BBC, CNBC and others.
Diana Choyleva is a leading expert on China’s economy and politics. She is Chief Economist at Enodo Economics, an independent macroeconomic and political forecasting company she set up in 2016 to untangle complexity, challenge the consensus, and give pointers to the future by making sense of today. Enodo’s focus is China, one of the most misunderstood economies in the world, yet one of the most important to figure out. Diana has been covering China for over two decades and has written three books. In 2022, she co-authored ‘China’s Quest for Financial Self-reliance How Beijing Plans to Decouple from the Dollar-Based Global Trading and Financial System’; in 2011 ‘The American Phoenix – and Why China and Europe Will Struggle After the Coming Slump’; and in 2006 ‘The Bill from the China Shop – How Asia’s Savings Glut Threatens the World Economy’. For 16 years prior she worked at Lombard Street Research (now TS Lombard), most recently as their Chief Economist and Head of Research, setting the agenda for the firm’s team of economists and strategists while conducting her own global analysis. She joined LSR after completing her master’s degree in Economics at Warwick University in 2000 and became an executive director in 2005. Diana headed the firm’s UK Service from 2005 until 2009. Between 2010 and 2013 she was based in Hong Kong overseeing LSR’s expansion in Asia. Diana writes regular opinion pieces for the Financial Times, Wall Street Journal, Nikkei Asian Review, Foreign Policy etc. She has extensive global experience engaging with all manner of audiences and is a regular commentator on Bloomberg, the BBC, CNBC and others.
In Episode 327 of Hidden Forces, Demetri Kofinas speaks with Diana Choyleva of Enodo Economics in what was originally recorded as a live Q&A for members of our Genius Community. The subject of the Q&A is the latest state of US-China relations with an emphasis on some of the most recent headlines related Huawei’s latest 5G phone with its domestically produced 7nm chip, China’s naval exercises in the pacific, as well as some of ongoing headlines around the state of its economy.
During the introduction, Demetri makes the case for why China’s rise poses a threat to the liberal world and why our response to that threat needs to be situated within a larger political and economic movement that reconstitutes civic power in the democratic institutions of government which are the birthright of every American.
Diana Choyleva has been kind enough to offer Hidden Forces listeners a discount to her Enodo Economics course on US-China relations, which explores many of the issues that we tackle in today’s Q&A and that provides a roadmap for anyone trying to understand the deeper drivers of the US-China decoupling and its geopolitical, technological, and economic ramifications. Use the discount code “HIDDENFORCES30” at checkout to get 30% off the entry price.
If you want to become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can do that on our subscriber page at HiddenForces.io/Subscribe.
If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
Diana Choyleva is a leading expert on China’s economy and politics. She is Chief Economist at Enodo Economics, an independent macroeconomic and political forecasting company she set up in 2016 to untangle complexity, challenge the consensus, and give pointers to the future by making sense of today. Enodo’s focus is China, one of the most misunderstood economies in the world, yet one of the most important to figure out. Diana has been covering China for over two decades and has written three books. In 2022, she co-authored ‘China’s Quest for Financial Self-reliance How Beijing Plans to Decouple from the Dollar-Based Global Trading and Financial System’; in 2011 ‘The American Phoenix – and Why China and Europe Will Struggle After the Coming Slump’; and in 2006 ‘The Bill from the China Shop – How Asia’s Savings Glut Threatens the World Economy’. For 16 years prior she worked at Lombard Street Research (now TS Lombard), most recently as their Chief Economist and Head of Research, setting the agenda for the firm’s team of economists and strategists while conducting her own global analysis. She joined LSR after completing her master’s degree in Economics at Warwick University in 2000 and became an executive director in 2005. Diana headed the firm’s UK Service from 2005 until 2009. Between 2010 and 2013 she was based in Hong Kong overseeing LSR’s expansion in Asia. Diana writes regular opinion pieces for the Financial Times, Wall Street Journal, Nikkei Asian Review, Foreign Policy etc. She has extensive global experience engaging with all manner of audiences and is a regular commentator on Bloomberg, the BBC, CNBC and others.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
