Retail Margin Loans Funded Refueling China’s A-Share Market

Monthly Geopolitical Comment: Waiting for Trump and Xi to Clinch a Deal

Monthly Geopolitical Comment: Too Early to Expect Lasting Improvements in US-China Relationship

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><strong>China News That Matters</strong></h2><ul>
<li>Getting closer… though Trump might just walk away</li>
<li>The most beautiful phones in the world?</li>
<li>Rubber stamps and reading between lines</li>
<li>Mission accomplished for deleveraging?</li>
<li>Sitting on a volcano</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
Getting closer… though Trump might just walk away
The most beautiful phones in the world?
Rubber stamps and reading between lines
Mission accomplished for deleveraging?
Sitting on a volcano
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.

Trade Talks/Huawei/National People’s Congress/Deleveraging/Stocks