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
January 11, 2021
Covid Headaches Continue
China diagnosed 527 new cases of Covid-19 in the first 10 days of 2021, mostly in Hebei province, in the biggest local outbreak since July 2020. In this Quick Take, Ernan explains why this outbreak is challenging China’s Covid-19 playbook and why its timing is particularly concerning ahead of the Chinese New Year.
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Gavekal Dragonomics
November 25, 2020
How Covid-19 Changed Chinese Consumers
China’s consumer recovery from lockdown initially lagged other economies, but now looks more sustainable. Discretionary goods are booming, and the online shakeout of retail continues, though other services and staples are less exciting. In this chartbook, Ernan presents a special Covid-19 edition of her annual review of the Chinese consumer.
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Gavekal Dragonomics
November 12, 2020
The Internet Is No Longer Exempt
Recent major regulatory actions have sent a strong message to Chinese internet companies: you’re not special anymore. In this report, Andrew, Dan and Ernan explain why anti-competitive practices, prudential risk and the pandemic are now prompting policymakers to regulate online firms on the same basis as their offline counterparts.