Andrew Batson @andrewbatson
China research director for Gavekal Dragonomics. Aspiring blogger. Former Wall Street Journal. Places I've lived: Louisiana, Beijing, Pacific Northwest. andrewbatson.com Joined March 2009-
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'Where Have All The Cultures Gone?' - Marshall Sahlins
Great paper. China’s industrial policy was most effective when decentralized. Since 2013, centralization rewarded compliance over innovation. Furthers my view that for some sectors, Beijing’s “anti-involution” drive is cleaning up distortions caused by its top-down guidance.
Great paper. China’s industrial policy was most effective when decentralized. Since 2013, centralization rewarded compliance over innovation. Furthers my view that for some sectors, Beijing’s “anti-involution” drive is cleaning up distortions caused by its top-down guidance.
Sun Ra Arkestra - First ever China tour 🇨🇳 Xi’an 6/9 - Beijing 11/9 - Shanghai 13/9 - The tour, presented by SoundFact, will feature the group's iconic Afrofuturist and Space Jazz sound, bringing their unique musical universe to Chinese audiences for the first time.
Sun Ra Arkestra - Xi'an Concert Hall / Xi'an China 🇨🇳 Sat Sept 6th 2025 - First Arkestra tour of China
This is an interesting comparison of China and Mexico, but it's stronger on the description, rather than the reasons, for how China after 1990 rapidly caught up with Mexico but Mexico has stagnated since 1990. Most of the catch-up process has been sectoral reallocation (reducing…
This is an interesting comparison of China and Mexico, but it's stronger on the description, rather than the reasons, for how China after 1990 rapidly caught up with Mexico but Mexico has stagnated since 1990. Most of the catch-up process has been sectoral reallocation (reducing… https://t.co/TOuXnSLIWv
Useful chart from @andrewbatson here covering one of the most under-discussed and useful macro metrics around. China's capital productivity has been in consistent, marked decline even as panic over Chinese industrial prowess has reached fever pitch
China and Mexico opened up around 1990. Examining why China grew faster than Mexico and continues to grow faster even though it depends less on trade and foreign investment, from @TimTkehoe and @VincentXingXu nber.org/papers/w34181
There were 2507 highly cited researchers from the US (36.4%) & 1405 from China (20.4%) in 2024. Compared to 2018,CHN share has 2x,while the US share has declined. Tracking elite human capital may be a better proxy for predicting long-term trajectories. clarivate.com/highly-cited-r…
I lived in Beijing longer than I have lived anywhere else and am very fond of it. However Yao Yang's criticisms are all totally on point: it's too large and sprawly, really pedestrian-unfriendly, inhuman and boring architecture, people more politicized and less practical.
I lived in Beijing longer than I have lived anywhere else and am very fond of it. However Yao Yang's criticisms are all totally on point: it's too large and sprawly, really pedestrian-unfriendly, inhuman and boring architecture, people more politicized and less practical.
Must read Modern Intellectual History review by Stefan Link of: 1. Eric Helleiner’s ‘The Neomercantilists: A Global Intellectual History” 2. Marvin Suesse’s “The Nationalist Dilemma: A Global History of Economic Nationalism, 1776–Present” cambridge.org/core/journals/…
29/8/75 After Hua Guofeng leaves, Zhou Enlai watches a film about beekeeping. He phones Hua to say he should share the film with cadres in Tibet.
Happy birthday to the perennially underrated #AliceColtrane, one of the precious few harpists in jazz history and angelic godmother guarding the crossroads of spiritual jazz and world music... youtube.com/watch?v=w0O9L7…
Amazing photo. Also makes you realize that the Hokusai prints of Fuji that seem so stylized were actually pretty faithful to visual perception
Amazing photo. Also makes you realize that the Hokusai prints of Fuji that seem so stylized were actually pretty faithful to visual perception
As true of America and China in 2025 when written of Europe in 1900: "Where, again, independent States at nearly the same stage of civilisation, whether speaking the same or different languages, stand in a position of commerce and rivalry, but without desperate warfare, the…

Michael Pettis @michaelxpettis
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