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.
Poverty eradication by 2020: A reality check
Rapper Bohan Phoenix and DJ Allyson Toy on hip-hop in China
Rerun: Guo Wengui: The extraordinary tale of a Chinese billionaire turned dissident, told by Mike Forsythe and Alexandra Stevenson
U.S. Foreign Service Officer Leland Lazarus on China-Caribbean relations
Global Governance 2020: A discussion with Kaiser Kuo and Susan Thornton
Adam Tooze on the geopolitics of the pandemic
Sir Danny Alexander on AIIB in a time of crisis
‘Superpower Showdown’: A conversation with authors Bob Davis and Lingling Wei
Huawei and the 5G ecosystem
Standoff in Ladakh: Ananth Krishnan on the China-India border conflict
The controversy over Fang Fang’s ‘Wuhan Diary’: A conversation with the translator, Michael Berry
Why doesn't the China bubble pop? A conversation with Bloomberg’s chief economist, Tom Orlik
Censored: Molly Roberts on how China uses deterrence, distraction, and dilution to control its internet
‘Superpower Interrupted’: A conversation with veteran China journalist Michael Schuman about his Chinese history of the world
Max Fisher of the New York Times on media coverage of China, COVID-19, and Trump
Has China won? Part 2 of our conversation with Singapore’s Kishore Mahbubani
Has China won? A conversation with Singapore’s Kishore Mahbubani
Kaiser interviews Gordon Chang!
Grounding China's drones: Leading drone maker DJI's Brendan Schulman on U.S. regulatory challenges
The pathogen and the prejudice: Jiwei Xiao on COVID-19 in China and in America
Create your
podcast in
minutes
It is Free