About Andrew Charlton

Andrew his a director of AlphaBeta Strategy & Economics and an honorary fellow of Melbourne University.

He received a Doctorate and Masters in Economics from the University of Oxford, where he studied as a Rhodes Scholar. His academic research covering international economics, trade and development has been published in leading international journals including the American Economic Review, World Trade Review and World Economy. He is the author of several books including Ozonomics (2007) and Fair Trade for All (2005), co-written with Nobel laureate Joseph Stiglitz.

From 2008-2010, through the period of the global financial crisis, he served as senior economic advisor to the Prime Minister of Australia and Australia’s senior government official to the G20 economic summits. He was the prime minister’s representative to conferences of the United Nations Framework Convention on Climate Change (UNFCCC) and the Major Economies Forum on Energy and Climate (MEF).

From 2010-2014 he worked for Australian conglomerate Wesfarmers, including two years in corporate strategy (M&A and major group projects) and two years in operational roles (divisional Chief Financial Officer and General Manager). He is a member of the Melbourne Economic Forum and in 2011 he was named a Young Global Leader by the World Economic Forum.

Andrew was one of the few economists in Australia who foresaw the slowing in China’s economy and the impact on commodity prices. In 2011 he questioned the mainstream consensus view that China could sustain double-digit economic growth rates and that Australia would benefit from a prolonged ‘commodity supercycle’.

He publicly warned of the weaknesses in China’s economic model and advised businesses to protect themselves from falling commodity prices. In 2014 his Quarterly Essay (Dragon’s Tail: The Lucky Country After the China Boom) forecasted the subsequent fall in commodity prices, writing that the China “exhibits many of the characteristics of an emerging economy heading into a debt problem: a period of excessive investment; capital allocation sometimes influenced by political rather than commercial criteria; and heavy debt.” The Australian Financial Review wrote “[Charlton] cleverly summarises Australia’s economic history and explains how, for the foreseeable future, our feet are dangling over the edge of a Chinese cliff.

Visit https://au.linkedin.com/pub/andrew-charlton/b8/5bb/30b for more information about him.

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