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
November 15, 2019
Handing Off The Slowdown
China’s data releases for October showed signs that the global downturn in electronics, and the domestic fall in car sales, are starting to fade. But the bad news is that the property and heavy industry complex is weakening. That combination means roughly stable growth for the moment, reassuring policymakers that their cautious stance works.
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Gavekal Research
November 6, 2019
Let The Thousand Cuts Begin
Was it worth the wait? Markets have been expecting the People’s Bank of China to cut policy rates ever since it introduced a new rates framework in August and promised to lower funding costs. On Tuesday, the central bank finally delivered, rolling over its one-year medium-term lending facility at 3.25%, 5bp below the previous rate of 3.3%.
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Gavekal Research
October 21, 2019
Three Swing Factors For Chinese Growth
China’s recent economic figures do not paint a bright picture. Yet some of the problems weighing on growth are moving closer to resolution. So how much of a bounce in the data can we expect from these positive developments? Three possible sources of good news can help answer this question: exports, domestic investment and autos.