Andrew Batson
China Research Director
Andrew is the director of China research for Gavekal. He manages the Dragonomics research team in Beijing, writes and comments on the Chinese economy, and speaks regularly to business and academic audiences.
Andrew has been writing about China since 1998. Before joining Gavekal in 2011, he was an award-winning reporter for The Wall Street Journal and Dow Jones Newswires in Beijing and Hong Kong. Andrew was born in New Orleans, Louisiana, and educated at Reed College in Portland, Oregon.
Andrew also blogs about China, economics and other topics at andrewbatson.com.
For Andrew's article archive click here.
Recent Articles
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Gavekal Dragonomics
February 23, 2021
To Hold Back The Tide Of De-Industrialization
China’s government is focusing on a new economic metric: the manufacturing share of GDP, which looks to feature in the next five-year plan. Rather than accept de-industrialization, it wants “stability” in manufacturing. In this piece, Andrew explains why China is worried about the fall in the manufacturing share, and whether it can be stopped.
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Gavekal Dragonomics
January 5, 2021
Decoding The Assault On Alibaba
The antitrust investigation into Alibaba, following close on the heels of the cancellation of the Ant IPO, has raised big questions about the changing political environment for Chinese internet companies. In this piece, Andrew considers the best- and worst-case scenarios, and concludes that at a minimum, growth prospects have dimmed.
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Gavekal Dragonomics
December 14, 2020
The Re-Centralization Of Finance
China’s banking system has been steadily decentralizing for thirty years, with smaller and local banks gaining market share from the large, centrally controlled state banks. In this piece, Xiaoxi and Andrew show that this long-term trend has now come to a halt, and argue that the banking system will start to re-centralize in coming years.