Diana Choyleva
Diana Choyleva is the Founder and Chief Economist of Enodo Economics, an independent macroeconomic and political forecasting firm specializing in China and its impact on the global economy. Widely regarded as one of the leading experts on the Chinese economy, she leads Enodo’s research efforts in analyzing macroeconomic trends, policy shifts, and geopolitical developments that shape global markets. Choyleva is known for translating complex economic and political dynamics into clear, actionable insights that help investors, business leaders, and policymakers better understand China’s evolving role in the world. Prior to founding Enodo Economics, she spent 16 years at Lombard Street Research (now TS Lombard), where she rose to Chief Economist and Head of Research. In addition to her research work, Choyleva serves as a Visiting Lecturer at Hult International Business School, a Senior Fellow at the Asia Society Policy Institute’s Center for China Analysis, and a Non-Executive Director at J.P. Morgan Asia Growth & Income, further reinforcing her influence at the intersection of economics, policy, and global finance.
Diana Choyleva Professional Experience / Academic History
Professional Experience
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Co-Founder and Chief Economist
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Chief Economist and Head of Research
Academic History
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M.Sc., Economics
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B.A., Economics, First Class Honours
CHINA EXPERTISE & MARKET CALLS
Diana Choyleva is a globally respected economist and geopolitical strategist who has been forecasting developments in China and global markets since 2000.
She is widely recognized for her deep, nuanced understanding of Chinese economic dynamics and their far-reaching implications for commodities, inflation, and global growth.
Choyleva was among the first economists to identify China’s rapid expansion as a key driver of a sustained global commodity upcycle and warned as early as 2007 about the inflationary pressures from China’s overheating economy and the risks they posed to global growth.
In 2009 and 2010, she accurately anticipated renewed overheating in China and the subsequent need for policy tightening.
Beyond China, her track record includes correctly forecasting the upswing in Japanese equities in 2003 and identifying vulnerabilities in the U.S. banking system ahead of the 2007 credit crisis, cementing her reputation for prescient macro and market calls.
During her 16-year tenure at Lombard Street Research (now TS Lombard), Choyleva played a pivotal role in shaping the firm’s global macro and Asia-focused research.
She joined the firm in 2000 after completing her master’s degree in economics and went on to cover both developed and emerging markets.
Rising to Director and Head of the UK service, she later relocated to Hong Kong, where she oversaw the firm’s strategic expansion across Asia.
As Chief Economist, Choyleva set the intellectual direction for a global team of economists and strategists while continuing to produce influential research on global growth, inflation, and geopolitical risk.
MEDIA PRESENCE & THOUGHT LEADERSHIP
Highly sought after as a keynote speaker and commentator, Diana Choyleva is widely regarded as a leading voice on economics, geopolitics, and global affairs.
Her analysis and opinion pieces regularly appear in respected publications such as the Financial Times, Nikkei Asia, The Wall Street Journal, and Foreign Policy.
She is also a frequent contributor to major broadcast media, including Bloomberg, the BBC, and CNBC, where she provides clear, authoritative perspectives on China, global markets, and shifting geopolitical dynamics for audiences worldwide.