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 China-Africa relationship, a decade after its blossoming
Authoritarian schooling in Shanghai vs. the American approach
A conversation with Chinese adoptees in the U.S.
Alarm bells in the ivory tower: Jim Millward on the Cambridge University Press censorship fiasco
Richard McGregor on the complicated ties between China, Japan, and the U.S. since World War II
North Korea behind the scenes, with Evan Osnos
China in drag: Michael Bristow discusses his new book on China’s — and one man’s — incredible transformation
China’s tightening grip on cyberspace
China’s environmental challenges: Overfishing, toxic soil, and unbreathable air
U.S.-China relations after six months of Trump, with Susan Shirk and Stan Rosen
Of dirty words and Party-speak: Sinica Podcast live in D.C.
Gillian Wong and Josh Chin on journalism careers in China
China’s great spiritual revival
Joan Kaufman on foreign nonprofits and academia in China
Straight talk on North Korea and China, with Lyle Goldstein
China’s Asian power play: Tom Miller on the future of Belt and Road
Jerome A. Cohen on human rights and law in China
Guo Wengui: The extraordinary tale of a Chinese billionaire turned dissident, told by Mike Forsythe and Alexandra Stevenson
David Rank, top U.S. diplomat, on why he resigned to protest Trump
Islamophobia in China, explained by Alice Su and Ma Tianjie
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