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
September 10, 2021
Webinar: Understanding China's Regulatory Crackdown
Even by China’s high standards, 2021 has seen an extraordinary amount of government intervention in the economy, as top leader Xi Jinping moves aggressively to implement his vision of national greatness. In this webinar our China team assess the impact on the economy and markets, and discuss what could cause this crackdown to pause or reverse.
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Gavekal Dragonomics
August 26, 2021
The Drivers Of The Regulatory Crackdown
What is driving China’s regulatory crackdown on internet and other companies, and what will happen next? In this piece, Ernan explains how four overlapping political campaigns by top leader Xi Jinping are behind the upheaval of recent months, and how those campaigns will guide the government’s enforcement priorities in coming years.
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Gavekal Dragonomics
August 11, 2021
The Delta Stress Test
The rapid spread of the Delta variant across China is posing the biggest challenge yet to the government’s zero-tolerance policy toward Covid-19. In this report, Ernan explains why officials are confident in the policy and will likely keep it in place for the indefinite future—at the cost of depressed travel and consumer services.