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.
China's space program, with NASA astronaut Leroy Chiao
China and the American "great power opportunity," with Ali Wyne
Another Taiwan Straits Crisis? CIA veteran John Culver weighs in
The Sinica Network presents the Café & Seda (Coffee & Silk) Podcast
Prototype Nation: Silvia Lindtner on what drives Chinese tech innovation, and how tech drives Chinese statecraft
Semiconductors and the unspoken U.S. tech policy on China, with Paul Triolo
Historian Andrew Liu on COVID origins: Orientalism and the "Asiatic racial form"
Yale's Jing Tsu on the characters who modernized Chinese characters
Taiwan: Saber rattling, salami slicing, and strategic ambiguity, with Shelley Rigger and Simona Grano
A Comprehensive Mirror: James Carter's "This Week in China's History" column marks two years
Mental health under lockdown: A clinical psychologist in Shanghai
Covering the U.S.-China relations beat with the FT's Demetri Sevastopulo
Too much of a good thing? Connectivity and the age of "unpeace," with the ECFR's Mark Leonard
The rise and fall of U.S.-China scientific collaboration, with Deborah Seligsohn
Chinese public opinion on the Russo-Ukrainian War, with Yawei Liu and Danielle Goldfarb
China and India share a contested border and an uncomfortable neutrality in the Ukraine War — but not much else
China, Europe, and the Russo-Ukrainian War, with Marina Rudyak
Inside the Shanghai lockdown, with SupChina's own Chang Che
After the War: Scenarios China faces when the Russo-Ukrainian War eventually ends
Susan Thornton on the urgent need for diplomacy with China over the Russo-Ukraine War
Create your
podcast in
minutes
It is Free