Arthur R. Kroeber is founding partner of Gavekal Dragonomics, a China-focused economic research consultancy he helped establish in Beijing in 2002 after 15 years as a freelance financial journalist in Asia, and editor of its flagship publication China Economic Quarterly. He is also head of research at the parent company Gavekal, a financial services firm based in Hong Kong, where he advises financial, corporate and government clients on economic and political developments in China.
Arthur is a senior non-resident fellow of the Brookings-Tsinghua Center for Public Policy, adjunct professor at Columbia University’s School of International and Public Affairs, and a member of the National Committee on US-China Relations. He lives in Beijing and New York.
Some recent publications:
“Should We Worry About China’s Economy?” Brookings Institution, February 9, 2016
“Is George Soros Right That China’s Headed For A Hard Landing?” ChinaFile conversation, January 27, 2016
“Financing China’s Global Dreams,” China Economic Quarterly (November 2015): 27-36 [Examines the capacity of the Asian Infrastructure Investment Bank and China’s policy banks to finance infrastructure under the One Belt, One Road initiative]
“Making Sense Of China’s Stock Market Mess,” Brookings Institution, July 13, 2015
“Xi Jinping’s Ambitious Agenda For Economic Reform In China,” Brookings Institution, November 17, 2013
China’s Global Currency: Lever For Financial Reform, Brookings Institution research paper, April 2013
“Developmental Dreams: Policy and Reality in China’s Economic Reforms,” in Scott Kennedy, ed., Beyond the Middle Kingdom: Comparative Perspectives on China’s Capitalist Transformation (Stanford University Press, 2011): 44-65
“China’s Consumption Paradox: Causes And Consequences,” Eurasian Geography and Economics 52, no. 3 (2011): 330-346
“The End Of Surplus Labor,” China Economic Quarterly (March 2010): 35-46
“Debt, Innovation And The Durable Dollar,” China Economic Quarterly (December 2008): 50-55