Andy Rothman has interpreted the Chinese economy for people who have serious and practical decisions to make since his early career heading up macroeconomic research at the U.S. Embassy in Beijing. He is now an investment strategist for Matthews Asia, where he continues to focus on the Chinese economy and writes the Sinology column. His analysis often diverges from what’s in the headlines, and the contrast between Andy’s interpretation and the dominant, deeply gloomy media narrative of the last year or more is especially pronounced. In this podcast, Sinica hosts Jeremy and Kaiser ask Andy to explain why he’s still bullish after all this time.
Don't miss our backgrounder for this episode, "The truth about the Chinese economy, from debt to ghost cities," and a Q&A with Andy, in which he talks about how he got started in China.
Recommendations:
Jeremy: The Killer Angels: The Classic Novel of the Civil War, by Michael Shaara, and Battle Cry of Freedom: The Civil War Era, by James M. McPherson.
Andy: The Man Who Stayed Behind, by Sidney Rittenberg, and After the Bitter Comes the Sweet: How One Woman Weathered the Storms of China's Recent History, by Yulin Rittenberg.
Kaiser: The Honeycrisp apple cultivar.
The Chinese student experience in America, with Siqi Tu and Eric Fish
How China’s poverty alleviation program works, explained by Gao Qin
China’s authoritarian revival, explained by Carl Minzner
Courts & torts: Driving the Chinese legal system
The China Questions, with Jennifer Rudolph and Michael Szonyi
‘Critical’ journalism in China, explained by Maria Repnikova
Kishore Mahbubani on China’s rise and America’s myopia
Gerry Shih on China’s Uyghur Muslims, under pressure at home and abroad
Yukon Huang, the China economy contrarian
Jerry Yang of Yahoo: Why I Believed in Alibaba
Inside China’s AI revolution, with Jessi Hempel
Jiayang Fan on beauty in China
Stephen Roach on the unhealthy economic codependency of China and America
Rana Mitter on studying the Nanjing Massacre
Scott Tong on his surprising family history
Why China needs a #MeToo campaign but won’t allow it: A conversation with Leta Hong Fincher
When American pilots fell out of the Chinese sky
Jane Perlez on Trump’s visit to Beijing
Gary Liu, CEO of the South China Morning Post
Takeaways from China’s 19th Party Congress, with Bill Bishop and Jude Blanchette
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