Andrew Batson
China research director for Gavekal Dragonomics. Aspiring blogger. Former Wall Street Journal. Places I've lived: Louisiana, Beijing, Pacific Northwest.
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Refreshing to read an economist who actually understands China's underlying political structure and how it determines the dynamics of local government debt and finance. A nice piec...
Prompted by @Brad_Setser and @GlennLuk, I finished doing my breakdown of China's manufacturing between domestic and external demand, mostly for my own satisfaction. It's about a 55...
Interesting discussion here on the causes of China's high manufacturing share of GDP and the recent change. This is actually a question that can be answered more precisely -- here...