Enodo Economics

#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

@EnodoEconomics and @AsiaPolicy hosted a private roundtable examining how #ConsumerDemand will reshape #China’s economic future. The session brought together leading China analysts to discuss Beijing’s consumption-led #growth ambitions. Summary report: bit.ly/455STwu

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…

5/5 With America’s strategic options increasingly constrained and #China’s leverage more sophisticated, it appears that the #US is now forced into an accommodation that signals American exceptionalism is over.

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.

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.

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

10/10 The fundamental asymmetry remains unchanged: #China demonstrated superior leverage through rare earth controls while #America lacks equivalent surgical response tools, setting the stage for what we call a "Graceful Deal Decline".

9/10 As we discussed in a recent @EnodoEconomics report, it achieved tactical stabilisation rather than strategic breakthrough.

1/10 “I like President #Xi of #China, always have, and always will,” US President Donald #Trump wrote on Truth Social on June 4. “But he is VERY TOUGH, AND EXTREMELY HARD TO MAKE A DEAL WITH!!!”