Seamus Keaveney

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China 2024: What to Watch

Enodo Economics Announcement Enodo Economics Chief Economist, Diana Choyleva, contributed to the Asia Society Policy Institute’s Center for China Analysis annual report ”China 2024: What to Watch”. You can read the full report HERE. https://www.youtube.com/watch?v=WVAPWOHDcm0 Description The year 2023 was in many ways a very difficult one for China. Economic headwinds. High-level purges. Social discontent. Extreme weather events. Worsening geopolitical environment. Looking ahead to 2024, are matters likely to improve? In short: not by much.In this inaugural annual report, China 2024: What to Watch, the team at the Asia Society Policy Institute’s Center for China Analysis, assesses the state of China’s economy, society, politics, environment, and foreign policy and largely foresees a vexing year ahead, forecasting ten key developments to watch closely: • China’s Economy Will Continue to Struggle, by Nathan Levine • Xi’s Prioritization of Security Will Continue to Weigh on Growth, by Diana Choyleva • Eroding Trust Could…

China 2024: Prospects for China’s Economy

Asia Society Policy Institute’s Center for China Analysis Panel Discussion Following the launch of Asia Society Policy Institute’s Center for China Analysis (CCA) annual report ”China 2024: What to Watch”, Enodo Economics Chief Economist, Diana Choyleva, took part in a panel discussion examining China’s economic prospects for 2024. Watch the panel discussion HERE. Speakers include CCA Senior Fellows Bert Hofman, Diana Choyleva, and Guonan Ma. CCA’s Executive Director Bates Gill moderates the conversation.

China – The Coming Petro-Currency State: Project announcement

How Beijing Plans to Redraw the Global Energy Trade Special Project Enodo Economics and The Center for China Analysis at the Asia Society have joined forces on a year-long project to delve into how China intends to elevate the global role of the yuan and challenge the dominance of the dollar by persuading oil producers, notably the Saudi-led Gulf Cooperation Council (GCC), to engage in yuan-based transactions. Principal Investigator Diana Choyleva, Chief Economist at Enodo Economics and senior fellow at the Asia Society Policy Institute’s Center for China Analysis, will lead the project. Project Objectives We aim to produce a comprehensive report by December 2024, informing policymakers, researchers, and financial communities about China’s strategy, its impact on oil market dynamics, and the potential consequences for the U.S. Research Focus Commencing with an exploration of how Beijing plans to ensure oil purchases in yuan through Chinese payment systems, our research will…

Asia Society Appointment

Enodo Economics Announcement We are delighted to announce that our Chief Economist, Diana Choyleva, is joining the Asia Society Policy Institute’s Center for China Analysis, as a non-resident Senior Fellow on the Chinese economy. The appointment was made public on June 6 at the same time as that of the brilliant Dr Lynette Ong, a professor of political science, who will serve as a non-resident Senior Fellow on Chinese society. It’s a great honour, opportunity and responsibility to work with the Asia Society, which has been advising governments, businesses and communities since 1956. Under Co-Founders Hon. Dr. Kevin Rudd and Jing Qian and executive director Bates Gill, the Center for China Analysis has become a leading global center for policy-relevant, objective analysis of China’s politics, economy and society, and its impact on the region and the world, in an era of growing strategic competition. And there’s no competition to rival the…

China’s Quest for Financial Self-reliance

How Beijing Plans to Decouple from the Dollar-Based Global Trading and Financial System Special Project Beijing is challenging the privileged status of the Almighty Dollar, as it tries to carve out its own sphere of influence free of Uncle Sam. In this new and comprehensive report, Enodo’s Diana Choyleva and Dinny McMahon explore China’s plans to reconfigure the global financial order, analyzing whether it can decouple from the dollar and create a parallel system based on the yuan. For a copy of the full report, please fill in your details below and we will email it to you straight away. * indicates required Email Address * First Name * Last Name *

Capital Boosts Scientific and Technological Innovation

International Science, Technology and Innovation Forum (ISTIF) of BOAO Forum for Asia Special Event Enodo Economics Chief Economist, Diana Choyleva, took part in the Second Conference of ISTIF on 28th of September. As a major forum of the conference this year, the session “Capital Boosts Scientific and Technological Innovation” was successfully held online. Description The session was hosted by Yanqing Yang, Director of the Planning and Development Department of Shanghai Artificial Intelligence Laboratory and Visiting Professor at Fudan University. During the session, representatives from international organizations, government departments, research institutions, enterprises and academia expressed their views on the topic of “Promoting the deep integration of finance and science and technology innovation”. This session aims to contribute a “Boao solution” to promote effective financial services for science, technology and innovation (STI), and to support society with high-quality and sustainable development. You can watch Diana Choyleva’s speech HERE. Diana Choyleva’s speech ”Greetings to…

Global Impact of China’s Economy, Politics & Markets

Elara Ashwamedh Conference 2022 Special Event Enodo Economics Chief Economist Diana Choyleva took part in the Elara Ashwamedh Conference 2022 on 5th of September in Mumbai. Description As India marches forward, it has reached a decisive stage in its journey toward prosperity amidst a post-pandemic world be sieged by the Russia-Ukraine War and the ever present China bogey. It is a journey froth with supply chain issues, high inflation, tightening of financial conditions and commodity price hikes. Even in the face of these challenges, tectonic shifts are reshaping India’s economy. Formalization of labour & payments, mushrooming of IT services in Tier-II towns, digitalization, creation of manufacturing capabilities in new-age sectors, inclusive growth, equitable access to services and declining poverty are gradually changing the nation’s socioeconomic fabric and adding resilience.Focus on reforms and structural initiatives, such as production linked incentive schemes and import substitutionmechanisms, defence and new energy capability via the…

China’s Quest for Financial Self-Reliance

How Beijing Plans to Decouple from the Dollar-Based Global Trading and Financial System Special Project Beijing is challenging the privileged status of the Almighty Dollar, as it tries to carve out its own sphere of influence free of Uncle Sam. In this new and comprehensive report, Enodo’s Diana Choyleva and Dinny McMahon explore China’s plans to reconfigure the global financial order, analyzing whether it can decouple from the dollar and create a parallel system based on the yuan. Clear and indispensable, the report lays out China’s strategy, assesses its chances of success, and proposes steps US policymakers should take to safeguard America’s financial system. The report is the result of a year-long project, which we enjoyed tremendously. The authors thank the Woodrow Wilson Center for International Scholars and its Kissinger Institute on China and the United States, led by Robert Daly, for providing us with the best home for this…

China and the Art of Peace

How The Light Gets In Festival 2022 Special Event Enodo Economics director of geopolitical and intelligence analysis Nigel Inkster took part in ‘How The Light Gets In’ Festival Description The rise of China has for decades been watched from the West with mistrust. With Xi Jinping making belligerent moves from the South China Sea to the Indian border, tensions have been mounting. Then in February, China and Russia announced a new global order and endorsed respective territorial ambitions in Taiwan and Ukraine. Days later Russia invaded. With Xi declaring to ‘reunite China’ by any means necessary, the threat is overt. The ancient Chinese philosopher Sun Tzu declared ‘in peace prepare for war’. Should this be Western strategy? Should the West go further and extend sanctions to China? And how should the West respond if China either directly aids Russia in Ukraine or embarks on its own military adventure? Or are…

Investing in the Era of the Great Decoupling

CFA Society Ireland seminar “Navigating the Macro Storm’’ Special Event Enodo Economics Chief Economist Diana Choyleva took part in the CFA Society Ireland seminar “Navigating the Macro Storm’’ on 25th of May in Dublin. Description China and the US don’t share a value system, and both want a global order centred on their values. They are decoupling and working to ensure self-sufficiency within their own spheres of influence. The Great Decoupling, as we call this all-encompassing great power competition between China and the US, presents many opportunities across asset classes, for both long-only and absolute return investors.

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