Pantheon Macroeconomics
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Chief China+ Economist
Duncan produces the China+ Service for Pantheon, covering China, Japan and Korea. He was previously Chief Strategist at Everbright Securities International, with a focus on China economic policy research. Before that he worked as an economist at Shui On Land, a property developer headquartered in Shanghai. That followed positions at the Economist Group, Business Monitor International and the Center for Strategic and International Studies.
Duncan has a MA in International Relations and International Economics from Johns Hopkins University School of Advanced International Studies and a BA in Philosophy, Politics and Economics from Oxford University. He speaks fluent Mandarin.
Recent key calls include:
January 2023 - Correctly expected that policymakers would step up targeted economic support, but refrain from a massive, broad stimulus of the kind following the Global Financial Crisis, meaning that the property sector especially is set for a drawn-out recovery.
January 2023 - Rightly foresaw that China will export disinflation, even after reopening.
independent macro research, Shui on Land, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence, duncan wrigley, china, japan, korea, everbright, economist, shanghai, strategist, property,