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 15, 2018
The Economy On The Eve Of Trade War
The number eight is traditionally a lucky number for Chinese. Exporters could be forgiven for not believing in that tradition: 2018 looks like it will join 1998 and 2008 as a year in which exports suffer a major shock. In this piece, Andrew evaluates the state of the economy as the US prepares more tariffs, and how China can manage the impact.
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Gavekal Dragonomics
July 18, 2018
Don't Fixate On Fixed-Asset Investment
If you believe China’s official statistics on fixed-asset investment, then capital spending is now collapsing across the country. But you probably shouldn’t believe those numbers, for reasons that Andrew explains in this piece. True growth in investment spending will slow in 2018, but much less catastrophically than the headline data suggest.
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Gavekal Research
July 12, 2018
Audio & Transcript — Gavekal Research Call July 2018
In this call Arthur Kroeber outlined his view on why President Donald Trump’s trade war is not a bluff, and is likely to escalate ahead of the US midterm elections in November; Andrew Batson explained the macro-level effects caused by all this uncertainty; and Chen Long discussed the market impacts in China and the country’s likely response.