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
March 26, 2020
Webinar: China's Recovery From Covid-19 Lockdown
At Wednesday's webinar, Andrew Batson, Ernan Cui, Thomas Gatley and Wei He discussed how China is recovering from the lockdown imposed to deal with the Covid-19 outbreak, and the outlook for the economy.
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Gavekal Dragonomics
March 12, 2020
Despite Shortages, Inflation Will Cool
China’s consumer-price inflation is now around an eight-year high, driven primarily by continued pork shortages due to the African swine fever and exacerbated by the Covid-19 lockdown measures. That said, headline inflation figures are ticking down, a trend Ernan expects to continue in the coming months with an assist from lower oil prices.
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Gavekal Dragonomics
March 3, 2020
A Month Of Lost Wages
As the rise in new cases of Covid-19 in China has slowed, provinces are easing their drastic restrictions on movement and businesses are reopening. But the extended shutdown has already imposed great costs on migrant workers. Ernan estimates lost wages will be 3-4% of annual household income, though with a smaller impact on total consumption.