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
January 18, 2020
Better Lucky Than Good
China’s government has done its part to steady the economy and markets: it has agreed to a rather one-sided trade deal with the US, and softened the tone of its financial de-risking campaign. But December’s data show that good luck has mattered more: turns in the autos and electronics cycles are what’s really behind the stabilization of growth.
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Gavekal Research
January 10, 2020
Audio & Transcript — Gavekal Research Call January 2020
The past few weeks have seen Chinese policymakers signaling clearly that the campaign of selective easing begun last year will be carried on into 2020 even as growth continues to slow. With trade war risk lowered, and the electronics and auto sector cycles bottoming out, the outlook for equity and bond markets is fairly benign.
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Gavekal Dragonomics
January 8, 2020
The Mortgage Rate Reset
China’s central bank is moving forward with its interest-rate reforms, ordering mortgages to be reset based on the new loan prime rate. Rosealea explains that this shift will make monetary policy more transparent and effective by re-linking mortgage rates to official policy rates, but it does not herald a cycle of major cuts in mortgage rates.