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
June 20, 2018
The Restructuring Of Retail
China’s rapid shift to online shopping is emptying malls and forcing retailers to close hundreds of stores. But at the same time, the big internet companies are investing billions to seek new growth from brick-and-mortar stores. In this piece, Ernan explains how Chinese retail is restructuring and where the growth opportunities are.
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Gavekal Dragonomics
May 23, 2018
Urbanization Without Migration
The story of China’s urbanization has long been the migration of people from the country to the cities. Not anymore: as Ernan explains, rural migration has slowed sharply, and is being replaced by the reclassification of rural areas into urban ones. Policymakers now prefer this “local urbanization,” even though it delivers less income growth.
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Gavekal Dragonomics
April 20, 2018
New Jobless Rate, Same Old Problems
China has moved to rid itself of a longstanding statistical embarrassment, replacing its discredited unemployment data with a new survey based on international standards. But as Ernan explains, the old problems have not gone away: the new jobless rate is still implausibly low and stable, and likely still subject to political manipulation.