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
September 26, 2019
Macro Update: The Return Of Selective Easing
After a rocky few months of trade troubles, disappointing data and hawkish policy, China has shifted back to a more decisive focus on growth-supporting measures. This move should help support markets and the economy through end-2019. But as Andrew explains in this chartbook, the boost from this cautious “selective easing” is still limited.
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Gavekal Dragonomics
September 19, 2019
Waiting For Rate Cuts
Markets are now primed for China’s central bank to lower the policy rate in the new loan-pricing system it unveiled in August. In this piece, Andrew explains how these rate cuts will work, why they are different from the rate cuts of the past, and why these moves will not mean any change in the central bank’s current strategy of “selective easing.”
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Gavekal Dragonomics
September 17, 2019
After The Summer Of Discontent
The poor economic indicators for August make it obvious why China’s government got ahead of the data release and signal renewed support for growth in early September. That means more incremental policy measures are coming, which will help sentiment. And the drag on growth from the auto sector should also reverse toward the end of 2019.