Ernan Cui
China Consumer Analyst
A native of Tianjin, Ernan Cui joined the Beijing office of Gavekal Dragonomics in 2013 as an analyst mainly covering consumer issues in China. She previously interned at Standard Chartered and Accenture, and was a part-time researcher at the University of Chicago's Beijing Center. Ernan graduated from Renmin University of China with an MA in economics and a double bachelor’s degree in economics and mathematics.
For Ernan's article archive click here.
Recent Articles
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Gavekal Dragonomics
September 10, 2018
The Drive For Affordable Drugs
China’s healthcare reforms have created new opportunities for global pharmaceutical firms and made healthcare a favored sector for many investors. But as Ernan explains, the government’s top priority these days is controlling healthcare costs, especially drug prices. That trend makes it trickier to profit from China’s healthcare growth story.
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Gavekal Dragonomics
September 3, 2018
An Overdue Tax Cut For Households
Facing trade conflict with the US and a slowdown in credit growth, China is under pressure to use fiscal policy more aggressively to support the economy. On Friday, the National People’s Congress delivered on at least part of the solution, passing a large cut in personal income taxes. In this piece, Ernan explains the impact of this tax cut.
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Gavekal Dragonomics
August 28, 2018
The Retail Sales Data Enigma, Explained
This technical note explains why the retail sales growth numbers reported by the National Bureau of Statistics are so much higher than the growth rates one can calculate by comparing this year's sales values with last year's. This is not an effort to cover up bad economic performance by fudging statistics, but the opposite.