Independent #macroeconomic #political #consultancy focused on #China - one of the most misunderstood economies, but one of the most important to figure out
London, England
Joined July 2016
- Tweets3.4K
- Following423
- Followers1.5K
- Likes138
#China is finally confronting its #overcapacity problem. In @choyleva's latest @ChannelNewsAsia op-ed, she explains why #Beijing’s policy U-turn on price wars & "involution" marks a major shift — with global implications.
👉 Read the full piece: bit.ly/475DTkP
Watch @choyleva’s interview on @Bloomberg from yesterday, where she discusses the #US–#China trade talks in Sweden: bloom.bg/4l0182Y
Diana’s segment begins at 24:40.
#TradeTalks #TradeWar #Tariffs
Watch @choyleva's interview with Stephen Engle on @Bloomberg: The Asia Trade. She shared her outlook on the #GlobalEconomy amid rising geopolitical tensions and looming #tariff negotiations.
@EngleTV
bloomberg.com/news/videos/20…
1/5 #China's strategic deployment of #RareEarth export restrictions compelled the #US to negotiate at Lancaster House in mid-June, following two months of sharply deteriorating bilateral relations after #LiberationDay.
4/5 The most likely medium-term outcome is a ‘#GracefulDeclineDeal’: a temporary arrangement where the #US concedes more than #China in exchange for immediate market stability and superficial diplomatic thaw.
The idea that #HongKong no longer needs the US #dollar peg is gaining traction in some corners of the financial world. At @EnodoEconomics, we recently co-chaired a closed-door roundtable with @AsiaPolicy. The future of the peg was a focal point.
Read more: bit.ly/44enWqI
9/10 As we discussed in a recent @EnodoEconomics report, it achieved tactical stabilisation rather than strategic breakthrough.
Read @choyleva’s op-ed for @ChannelNewsAsia: bit.ly/4mnWWw9
Diana argues that while both sides have substantially reduced #tariffs to ease economic strain, strategic export controls remain firmly in place and deep ideological divides mean a lasting resolution is unlikely
