Huawei Investment & Holding– In the Eye of the Storm (Part I)

Trade War Returns, After a 4-Month Hiatus of Complacent Optimism

RBI to Unwind Its Policy Error, but Not Fast Enough; External Sector to Lead Rebound

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>Trump raises the stakes again with new tariff hike</li>
<li>Huawei case deepens fears about Chinese engagement</li>
<li>China economy, super resilient, really</li>
<li>JPMorgan poised for first mover advantage </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

Trump raises the stakes again with new tariff hike
Huawei case deepens fears about Chinese engagement
China economy, super resilient, really
JPMorgan poised for first mover advantage 


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 War/Huawei/Economy/Fund Management