TMI Snapshot:  Machinery Sentiment Indicator At 8-Month High on China Infrastructure Push

China: Investment-Driven Growth Exacerbates Imbalances--For the Future

TMI Snapshot: Sentiment Analysis Suggests Infrastructure Likely A Drag On US Non-Res Construction

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>China News That Matters</h2><ul>
<li>Chinese Communist Party wins again </li>
<li>Just keep shopping, instructs Beijing</li>
<li>US blocks Chinese scholars; cotton ban looming</li>
<li>All grown up and savin’ China</li>
<li>Will Beijing expel all foreign journalists?</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
Chinese Communist Party wins again 
Just keep shopping, instructs Beijing
US blocks Chinese scholars; cotton ban looming
All grown up and savin’ China
Will Beijing expel all foreign journalists?
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.

Covid-19/ Consumption/ US-China/ Mulan/ Australia