Dallas Seminar: Friday, May 26 — Lunch presentation by Louis-Vincent Gave

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China & Asia

  • Andrew Batson

    Andrew is the company’s lead analyst of the Chinese economy and manages the Gavekal Dragonomics China research team in Beijing. He has lived and worked in China since 1998, and over the course of a long career as an award-winning journalist and analyst has written hundreds of articles on Chinese business, government, economics and society. Before joining Gavekal in 2011, he was the China economics correspondent for The Wall Street Journal. Andrew was born in (and married in) New Orleans, Louisiana, and has a degree in anthropology from Reed College.

  • Joyce Poon

    After graduating in business economics from University of California, Los Angeles, Joyce joined the Audit department of KPMG in Hong Kong, where she specialized in providing assurance related services to commercial banks and retail investment funds. With five years experience in public accounting, she left to help setting up a private equity company, with responsibility for fund administration and operations. In January 2006, Joyce moved to Gavekal, where she oversees coverage of Asian economies and markets. She is a Certified Public Accountant in California (but we do not hold that against her) and a Chartered Financial Analyst. Joyce speaks English, Cantonese and Mandarin.

  • Tom Miller

    Tom writes about emerging markets, specializing in China and its role in the world. A former journalist, he has reported from a dozen countries in Asia. He has appeared in the Financial Times, Economist, New York Times, Washington Post ​and Wall Street Journal, and on the BBC, CNN and CNBC. Tom holds a first-class degree in English Literature from Oxford, a master's degree in Chinese Studies from the School of Oriental and African Studies in London, and spent two years studying Chinese at universities in Beijing. His first book, China's Urban Billion: The Story Behind the Biggest Migration in Human History, was published in 2012 and he is working on a new book about China's ambitions in Asia. After 14 years in China, Tom now lives in Oxford.

  • Rosealea Yao

    Rosealea Yao is a senior analyst in Gavekal's Beijing office. She joined the firm in 2007. Rosealea focuses on the property sector, heavy industries, state owned enterprises, and other structural issues. Previously, she was employed for four years at the Chinese Institute of CPAs in Beijing. Rosealea studied economics at the University of Manchester, where she earned an MSc degree with distinction and graduated from Renmin University in 1999.

  • Thomas Gatley

    Thomas covers the Chinese corporate universe from our Beijing office. He joined Gavekal in 2012 after graduating with an MBA from Tsinghua University (Beijing) as valedictorian of his class and a Beijing Government, Tsinghua and Volkswagen scholar. He documented this experience as a guest blogger for the Financial Times. Previously, Thomas spent two years as a Research Associate with MWM Consulting in London. He joined JP Morgan's London-based 'structuring and solutions' team in 2006 as a Financial Analyst after graduating with a first-class honours degree in English Literature from Oxford. Thomas received his CFA charter in 2015, and has an MA with distinction in Medieval History from Birkbeck College, University of London.

  • Chen Long

    Chen Long is the China economist at Gavekal Dragonomics. As a PBOC watcher, he writes extensively on China’s monetary policy, exchange rate policy, banking system and financial markets. He has been quoted by the Financial Times, Wall Street Journal, Washington Post, Reuters and Bloomberg. A native Beijinger, he was educated at Peking University and joined the Beijing office in January 2014.

  • Udith Sikand

    Udith Sikand joined Gavekal in 2013 as an analyst covering macro-economic and market developments in India and the major Southeast Asian economies. Previously, he worked with investment bank Keefe, Bruyette & Woods as an equity research associate covering Indian and South Korean banks. Prior to KBW, he worked as a research analyst with CreditSights covering Asian sovereigns and credit strategy. Udith holds an undergraduate degree in economics from SRCC, University of Delhi and a Masters degree in International Political Economy from the University of Warwick.

  • Ernan Cui

    A native of Tianjin, Ernan Cui joined Gavekal's Beijing office in 2013 as an analyst mainly covering consumer issues in China. She previously interned at Standard Chartered and Accenture, and was a part-time researcher at the University of Chicago's Beijing Center. Ernan graduated from Renmin University of China with an MA in economics and a double bachelor’s degree in economics and mathematics.

  • Simon Pritchard

    Simon is a financial journalist turned economic researcher. His particular interest is emerging- and frontier- markets which has been the focus of his work at hedge funds based in London and Hong Kong. He has worked as a reporter, columnist and editor for Media outlets that include Bloomberg and the South China Morning Post. At Gavekal, he oversees our Hong Kong-based research team and writes occasionally across a range of topics. He holds an honors degree in economics from Manchester Metropolitan University and is married with a young son.

  • Tom Holland

    Tom joined Gavekal in 2014 from the South China Morning Post, where he wrote the newspaper’s flagship daily Monitor column covering business, finance and economics in Hong Kong, China and the wider world. Before joining the SCMP in 2005, Tom racked up 13 years’ experience as a business journalist working mainly in Europe and Asia for, among others, the Far Eastern Economic Review, the Wall Street Journal, and CNBC. He originally began his career as an exploration geologist, but when commodity prices collapsed the last time around, he was forced into journalism as the traditional refuge of the otherwise unemployable.

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