Enodo Economics
Enodo Economics is an independent macroeconomic, political, and geopolitical forecasting firm specializing in China and its global economic impact. The firm is built on the conviction that China is both one of the most misunderstood and most consequential economies in the world today. Enodo Economics helps investors, business leaders, and policymakers cut through complexity by challenging consensus narratives, identifying structural trends, and translating geopolitical and economic uncertainty into clear, actionable insights. Founded by Diana Choyleva, a globally respected economist who has been forecasting developments in China and global markets since 2000, Enodo is widely recognized for its rigorous analysis and forward-looking perspective on the forces shaping the global economy.
ABOUT ENODO ECONOMICS
Enodo Economics offers in-depth analysis of global economic trends and provides forecasts into economic indicators such as GDP growth, inflation, trade dynamics, and monetary policy.
The firm also covers geopolitical developments and their implications for economic trends, particularly in relation to China's role in global geopolitics and its impact on international markets.
The firm’s work is designed to help institutional investors, corporations, and policymakers anticipate regime shifts, policy changes, and macro inflection points before they are fully priced into markets.
CORE SERVICES & RESEARCH OFFERINGS
China-Focused Macroeconomic Research – Enodo’s flagship expertise lies in deep, on-the-ground analysis of China’s economy, financial system, policy framework, and political structure. The firm examines growth dynamics, credit cycles, demographics, industrial policy, and regulatory trends.
Geopolitical & Political Risk Analysis – Enodo integrates politics and geopolitics into its macro framework, analyzing how domestic political developments, leadership priorities, U.S.–China relations, and global power shifts influence economic outcomes, trade flows, and capital markets.
Global Macro Forecasting – Beyond China, Enodo evaluates how Chinese developments transmit globally—impacting commodities, inflation, global growth, supply chains, currencies, and financial stability.
Investment Strategy & Market Implications – The firm translates macro and geopolitical insights into clear market implications, highlighting risks and opportunities across equities, fixed income, commodities, currencies, and emerging markets.
Custom Research & Advisory Services – Enodo works directly with institutional investors, corporates, and public-sector organizations through bespoke research engagements, private briefings, and advisory services tailored to specific strategic, investment, or policy questions.