Ernan Cui
China Consumer Analyst
Ernan covers a wide range of topics related to Chinese consumers at Gavekal Dragonomics, including the labor market, demographics, urbanization, and household savings and debts; she also tracks trends in major consumer-related sectors such as retailing, autos, tourism, and healthcare, as well as agriculture and food. She is often quoted by major media outlets including the Financial Times, Reuters, Bloomberg, the New York Times, The Wall Street Journal, and The Economist.
A native of Tianjin, Ernan joined the Beijing office of Gavekal Dragonomics in 2013. 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
December 2, 2021
Regulatory Risks Remain
China’s crackdown on internet companies is far from over. The government is pursuing a broader rectification of internet business practices, and regulators have been given tougher enforcement powers and broader reach. Ernan and Thomas explain that while this environment may not be terrible for all internet companies, it is still a risky one.
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Gavekal Dragonomics
November 22, 2021
Consumer Outlook & Trends 2021
China’s strong consumer recovery was waylaid by renewed Covid restrictions in 2021, which has kept services like travel and tourism depressed. The zero-tolerance Covid policy is certain to continue through 2022, shaping the pattern of consumer spending. In her annual consumer review, Ernan explains the cyclical outlook and key structural trends.
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Gavekal Dragonomics
November 1, 2021
Sticking With Zero Tolerance
With tight border controls and extensive domestic tracing, China remains one of the few countries in the world still maintaining a zero-tolerance approach towards Covid-19. Ernan explains that officials consider the policy a success relative to the alternative of widespread Covid and will likely keep it in place for at least another year.