I did a post yesterday touting a podcast by Jing Ulrich on China’s economy.  In that post, I referred to Ms. Ulrich as belonging “on the very short list of those discussing China’s economy who actually know whereof they speak.”  In response to that, I received the following comment from “Michael RightSite”:

Hi Dan,

Since the list is short, can you name some others who are worth listening to? (Granted that we all have our biases).



To which, I responded as followings:

I know I will be leaving people off this list, but generally, it is those who actually have advanced degrees in economics and/or those who actually study/report on China’s economy who know the most.  That should not be a surprise.  And I want to stress that I do not necessarily agree with any of these people, but I do respect their analysis.  Having said all this, here goes:  Michael Pettis, Patrick Chovanac, Tom Orlick (who writes for the WSJ), Elias C. Grivoyannis.  I am sure there are a lot more out there working at universities or investment banks, but these are the ones who write a fair amount and with whom I am familiar.  Would love to hear about more though.

I really would, as I know that I am leaving out a number of very good economists who often write about China (in fact, there is one who I frequently read, but whose name escapes me right now).  So it would be great if you, loyal readers, would in the comments list out the economists that frequently write about China’s economy, in English, and do so from a position of knowledge, not mere uninformed speculation.  Thanks.

UPDATE:  The person I read, but whose name escaped me — but has since returned, thanks to a comment below — is Andy Xie.  I definitely also should have mentioned Nicholas Lardy, especially since my daughter is reading his excellent book, Sustaining China’s Economic Growth after the Global Financial Crisis for her emerging economies course and I read large swaths of it when she left it at my house for a few days.

  • Alex Neth

    Stephen Green of Standard Chartered Bank

  • Prentiss Kinley

    Andy Xie, Jim Chanos

  • dan berg

    China Daily, China Journal (wsj), Analects (Economist magazine), Caixin, China Economic Watch esp. Nicholas Lardy (piie), MacroBusiness (Australian)

  • Completely agree about Sinocism. The best investigative reporting on China’s economy is from James White, and Australian economist working for the Commonwealth Bank. He spends a great deal of time in the Chinese hinterland and has produced the only plausible explanation for how that economy (doomsayers like Pettis and The Economist really don’t grasp the Chinese model). You can find his posts at http://anabundantworld.com and, if you ask nicely, a superb pdf report, ‘Ferro-Dollars’ that is a real eye-opener.

  • Modest Musssorsky

    A great excuse to tag some illustrious names – good call!!!

  • VinnytheP

    Pettis’ schtick is to use his Grand Theory of macroeconomics to predict what will happen in China over the next decade or so. So far his track record has not been good. Moreover, he rarely if ever imparts any truly useful insights or information about what’s happening on the ground in China. SImilarly Xie seems fixated on calling the next property collapse. Any forecast about what’s going to happen in China over the next two to twenty years is just fang pi. There are just too many variables.

    If you want to read some serious and informed analysis of China’s economy, go to Barry Naughton, Dwight Perkins, and Andy Rothman. Of course Ulrich is also great, and she knows more about Chinese equities than any other human being.