The Top 10 Experts on Economics & Investing in China

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Averaging a 10 percent GDP growth rate over the past 30 years, China is the world’s fastest-growing economy. For anyone considering an investment in this emerging market, these 10 experts are recommended reading.

China is home to the world’s second-largest economy, behind only the United States, and well ahead of emerging markets rivals Brazil, India, and Russia. China’s giant population of nearly 1.4 billion beats out India for the title of largest in the world. The rapid urbanization of the country and growth of the middle class is expected to produce 221 Chinese cities with a population of at least one million within the next decade. By comparison, there are nine such cities in the U.S. today. Indeed, China has whet the appetite of many emerging markets investors who see a big opportunity for continued economic growth. The following 10 individuals offer expert analysis of China’s economy and investment opportunities. The list is presented in alphabetical order.


Ken Davies

Ken Davies is the founder and president of Growing Capacity, a consultancy promoting investment for development. Ken offers news and statistics on China’s economy and the business climate at Chinability. Here he posts regular updates with analysis of certain economic indicators, including Chinese GDP growth, grain output, inflation, and more. He also posts more commentary on his Chinability blog. One of his recent editorials at the Nikkei Asian Review argues that China’s new investment rules are a step in the right direction but fall short of what is required.
You can follow Ken on Twitter and connect on LinkedIn.


Scott Kennedy

Scott Kennedy is deputy director of the Freeman Chair in China Studies and director of the Project on Chinese Business and Political Economy at the Center for Strategic & International Studies. He is the author of Beyond the Middle Kingdom: Comparative Perspectives on China’s Capitalist Transformation. He is regularly cited by financial media and also writes commentary of his own at CSIS. His recent publication analyzes the Chinese State Council’s Made in China 2025 plan.
You can follow Scott on Twitter and connect on LinkedIn.


Nicholas Lardy

Nicholas Lardy is on the senior research staff at the Peterson Institute for International Economics. Before joining PIIE in 2003, he was a senior fellow at the Brookings Institution. Nicholas is also a member of the Council on Foreign Relations and serves on the editorial boards at Asia Policy and the China Review. He is the author of Markets over Mao: The Rise of Private Business in China. He also regularly contributes to PIIE’s China Economic Watch. He explains how China can continue to grow at 8 percent per year for another five to 10 years in a recent video.
You can read an excerpt from Markets over Mao at The Economist.


Chun-Yi Lee

Chun-Yi Lee is a lecturer at the University of Nottingham’s School of Contemporary Chinese Studies. Along with Andreas Bieler, she is the recipient of a grant from the UK’s Economic and Social Research Council to study a project titled “Globalisation, national transformation, and workers’ rights: an analysis of Chinese labor within the global economy.” She blogs about her research findings regularly. She is also the author of Taiwanese Business or Chinese Security Asset.
You can also read more about her past publications and current research on her profile page at the University of Nottingham.


Junheng Li

Originally from Shanghai, Junh Li is CEO and founder of JL Warren Capital, a Chinese equity research firm based in New York. As an expert analyst of the Chinese markets, she has a unique view that is sceptical of China’s economic rise, which most believe is inevitable. She is also the author of Tiger Woman on Wall Street. She has written for Bloomberg, Forbes, MarketWatch, and The Wall Street Journal, among others. Junh’s most recent articles at Forbes include an analysis of Chinese small-cap “gem” stock Vimicro and explain why Tesla Motors has flopped in China.
You can follow Junh on Twitter and connect on LinkedIn.


Hudson Lockett

Hudson Lockett is editor of China Economic Review, which has provided commentary on the Chinese economy since 1990. CER is updated several times a day with news briefs and a few times a week with more in-depth analysis. Hudson doesn’t write everything at CER but does post his own stories regularly. His recent post discusses the rise of retail investing amongst the Chinese. He also frequently posts about the Chinese automobile industry, with a recent post explaining why self-driving cars will be popular in China.
You can follow Hudson on Twitter.


Michael Pettis

Michael Pettis is an economist and finance professor at the Guanghua School of Management at Peking University in Beijing. He currently operates the popular blog China Financial Markets. He is also the author of several books, including Avoiding the Fall: China’s Economic Restructuring. His most recent blog post raises (with great insight) the question, “What multiple should we give China’s GDP growth?”
You can read more of Michael at EconoMonitor and Seeking Alpha.



Eswar Prasad

Eswar Prasad is a trade policy professor at Cornell University. He previously served as head of the International Monetary Fund’s China Division and chief of the IMF’s financial studies division. Currently, he is a senior fellow of the Global Economy and Development division at the Brookings Institution, where he specializes in research on macroeconomics and monetary and exchange rate policies in emerging markets. He writes extensively on China’s economy. His recent op-ed in the Wall Street Journal argues that economic reform is essential for China to avoid lower growth rates.
You can follow Eswar on Twitter.


Ryan Roberts

Ryan Roberts founded Beijing-based China Stock Research in 2013 and regularly publishes research on the Chinese stock market on its blog. Ryan has a background as a software engineer but also holds the CFA designation and has a passion for the financial markets and for China. His recent blog post illustrates how risky mainland China stocks have become (very!). Every Monday, he publishes a week in review, recapping the previous week’s market movements, highlighting notable advancers and decliners.
You can follow China Stock Research on Twitter and connect with Ryan on LinkedIn.


Dan Steinbock

Dan Steinbock is a global management consultant and advisor, and research director of international business at the India, China & America Institute. He frequently writes about the Chinese economy for EconoMonitor and Project Syndicate. One of his most recent pieces highlights how China’s growing e-commerce sector will attract capital and create new jobs. He also recently published a commentary about China’s debt swap for Foreign Affairs magazine.
You can connect with Dan on LinkedIn.
Did we miss any of your favorite experts on the Chinese economy? Let us know in the comments section below..

About the Author: Jimmy Atkinson

Jimmy is a veteran Internet entrepreneur with a background in economics. He is passionate about self-directed investing, and maintaining a well-diversified portfolio with low costs. He resides in the Los Angeles area.

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