Andrew Polk

Economist
The Conference Board

Andrew Polk is the resident economist at The Conference Board China Center for Economics and Business in Beijing. Previously, Polk worked at the Institute of International Finance, where he conducted macroeconomic analysis on emerging markets in the Asia/Pacific region. His research focus has included monetary policy, capital flows, and financial market development throughout East and Southeast Asia, with a particular emphasis on China. He has also conducted growth and infl ation forecasting and country risk analysis for the region. Polk has held research positions at the East Asia Desk of the U.S. Treasury Department, the Woodrow Wilson International Center for Scholars, and Foreign Policy magazine. He earned his BA in American studies and communication at Texas A&M University and holds an MA with distinction in economics and China studies from the Johns Hopkins School of Advanced International Studies.

Publications by Andrew Polk

China Center Publications

• Interpretive Comments on The Conference Board Leading Economic Index® for China -- May 2013 (April 2013 data)
  06 June, 2013
• China Center Chart of the Week: Rise in interbank lending highlights China’s liquidity risks
  06 June, 2013
• China Center Chart of the Week: China’s capital reserves appear strong but may soon prove inadequate
  29 May, 2013
• China Center Data Flash: Continued deceleration into Q2
  24 May, 2013
• China Center Chart of the Week: Recent jump in bank deposits likely boosted by new WMP regulations
  10 May, 2013
• China Center Chart of the Week: China’s manufacturing PMI should be taken with a growing grain of salt
  06 May, 2013
• China Center LEI Commentary: LEI growth stalled amid renewed tightening of policy measures
  26 April, 2013
• China Center Chart of the Week: China’s capital account liberalization is still a long way off
  03 April, 2013
• China Center LEI Commentary: LEI still increasing, but the outcome will be highly policy-dependent
  28 March, 2013
• China Center Data Flash: New leadership show signs of reining in risk areas
  18 March, 2013
• China Center Chart of the Week: China’s demographic shift has “officially” begun – at least according to the NBS definition
  18 March, 2013
• China Center Chart of the Week: Formal bank loans - no longer the stalwart of Chinese finance
  05 March, 2013
• China Center LEI Commentary: LEI boosted by the Chinese New Year
  27 February, 2013
• China Center Quick Note: Barring the unexpected, China’s economy to downshift considerably, as a natural consequence of both size and maturation
  21 February, 2013
• China Center LEI Commentary: Slower LEI growth indicates the current rebound may be short-lived
  05 February, 2013
• China Center Chart of the Week: Less and less growth from more and more credit
  01 February, 2013
• China Center Data Flash: Fragility and uncertainty persist
  20 December, 2012
• China Center Chart of the Week: Rising unit labor costs underscore the imperative for economic transition
  18 December, 2012
• China Center LEI Commentary: Looking beyond month-to-month volatility – sustainability of current rebound not yet certain
  06 December, 2012
• China Center Chart of the Week: China’s falling returns on capital will cause slower growth or higher leverage (or both)
  04 December, 2012
• China Center Chart of the Week: Not so fast! Why China’s economy will continue to slow
  23 November, 2012
• China Center Data Flash: Fragile rebound advanced in October
  15 November, 2012
• China Center LEI Commentary: Increase in LEI slows, as real estate gives back gains from August
  01 November, 2012
• China Center Data Flash: September data - a glimmer of light, but not yet out of the tunnel
  23 October, 2012
• China Center LEI Commentary: Real estate perks up the LEI in August – but it is unlikely to last
  28 September, 2012
• China Center Data Flash: Tug of war -- manufacturing down, infrastructure up
  12 September, 2012
• China Center LEI Commentary: A pick up in infrastructure investment remains the only driver of growth, but may ultimately become a burden
  06 September, 2012
• China Center Data Flash: July disappoints – even investment growth levels off
  17 August, 2012
• China Center LEI Commentary: Real economic activity remains weak – credit alone drives the LEI in June
  02 August, 2012
• China Center Data Flash: Growth stabilizes in June, but weakness remains
  20 July, 2012
• China Center LEI Commentary: Accelerated bank lending supports LEI expansion in May
  04 July, 2012
• China Center Data Flash: May data send mixed signals
  15 June, 2012
• China Center LEI Commentary: LEI expands moderately, but component volatility offers little certainty
  25 May, 2012
• China Center LEI Commentary: Increased volatility will likely characterize the second quarter, just as it did the first
  28 April, 2012
• China Center Dataflash: Q1 growth rate masks underlying volatility
  23 April, 2012
• China Center LEI Commentary: Recent volatility in the LEI components underlines growing economic uncertainty
  01 April, 2012
• China Center Dataflash: February data point to weak first quarter
  16 March, 2012
• China Center QuickNote: World Bank “China 2030” report – the calls mount for economic reform
  07 March, 2012
• China Center LEI Commentary: China LEI points to increasing uncertainty amidst continued gradual slowing of the economy
  06 March, 2012
• China Center Dataflash: Beware of the Chinese New Year Effect
  16 February, 2012
• China Center LEI Commentary: Moderation in growth looks set to continue, despite the slight LEI uptick in December
  21 January, 2012

Economics Watch Reports

• The Conference Board Economics Watch^® Emerging Markets View
  26 September, 2012
• The Conference Board Economics Watch^® Emerging Markets View
  01 June, 2012

Executive Action Report

• Revisiting Japan a Year after the Earthquake: A Slower than Expected Recovery
  28 March, 2012