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.
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
The Sinica Podcast turns 10
China's Venezuelan vicissitudes
R.I.P. Liu Dehai, pipa virtuoso
Will China save the planet? A climatic conversation with NRDC's Barbara Finamore
Former U.S. ambassador Michael McFaul on democracy promotion in Russia and China
Dexter Roberts on ‘The Myth of Chinese Capitalism’
Janet Yang and Michael Berry on the state of cinema in a time of souring U.S.-China ties
USCBC President Craig Allen on trade in a time of disruption
UCLA's Alex Wang on where China leads and lags in climate change
Jeff Wasserstrom on music in protest and revolution in modern China
Chinese industrial espionage and FBI profiling and overreach, with Mara Hvistendahl
U.S. tries to persuade Africa it is a credible alternative to China
Bonus Episode - coronavirus update with Yanzhong Huang
China policy and the American presidency
Former NSC official Jeff Prescott on China-Iran relations
Observing Taiwan’s presidential election
Military modernization in Xi Jinping’s China
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