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 Hong Kong protests: The view from campus
Gary Rieschel of Qiming Venture Partners on VC, tech, and the U.S.-China relationship
A conversation with Gary Locke
Yangyang Cheng Live at NEXT China
Big Brother and big data at work in Xinjiang
Dynasty warriors: Ming vs. Qing smackdown
China and the techno-authoritarian narrative
Fuchsia Dunlop on ‘The Food of Sichuan’
Philanthropy in China, with Scott Kennedy of CSIS
Jerome Cohen on the Hong Kong protests and the law
Neil Thomas on regime support in the P.R.C.
Live from Columbia: China tech triage with Samm Sacks
Jude Blanchette on the Hong Kong protests
Podcast Golden Week: TechBuzz China Ep. 53: NetEase
Podcast Golden Week: Peter Hessler on ChinaEconTalk
Podcast Golden Week: Ta for Ta Episode 22
Podcast Golden Week: Middle Earth #16
Is China the Enemy? Featuring Ezra Vogel and Orville Schell
Christian Shepherd on Xinjiang and China's changing ethnic policy
Introducing 'Strangers in China'
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