Emerging Tail-Risk: An Invasion of Taiwan

TMI Snapshot: Optimism Surge on US-China Tensions View, China Macro Indicators, Limited Ant Impact

China-Taiwan Tensions: TMI Lead Indicators Point To Escalating Risk Of Taiwan Vol Spike

Chief Economist

Diana Choyleva

Enodo Economics

Enodo Economics is an independent macroeconomic forecasting company that untangles complexity, challenges the consensus, and makes sense of the future. Our focus is on China – one of the most misunderstood economies in the world, but one of the most important to figure out.  Enodo’s chief economist, Diana Choyleva, has been analysing China for almost 20 years, while Enodo’s team boasts a combined 140 years’ experience covering China’s economy, politics and markets. 

Macroeconomics

<h2>China News That Matters</h2><ul>
<li>Don’t over-react, but I’ve a few things to say…</li>
<li>Shanghai hosts one of 2020’s largest events </li>
<li>Self-sufficiency at plenum core</li>
<li>Armed drones to ROC; disruptive tech to PRC</li>
<li>China’s counting too</li>
</ul><div class="content-remarks"><p>In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.</p></div>

China News That Matters
Don’t over-react, but I’ve a few things to say…
Shanghai hosts one of 2020’s largest events 
Self-sufficiency at plenum core
Armed drones to ROC; disruptive tech to PRC
China’s counting too
In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.

Ant IPO/ Imports/ Plenum/ US-China/ Census