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.
‘Mirrorlands’: Ed Pulford on the Sino-Russian border
Trade war economics, with Andy Rothman
Making the world safe for autocracy: Jessica Chen Weiss on what Beijing wants
Matt Sheehan on California's role in U.S.-China relations
The world according to Jeremy Goldkorn
Wealth and Power: Intellectuals in China
China correspondent Emily Feng: From the FT to NPR
Michael Swaine on the ‘China is not an enemy’ open letter
An update on the Hong Kong protests
Searching for roots in China
Military Strategy and Politics in the PRC: A Conversation with Taylor Fravel
Umbrella Revolution 2.0 – or something else? Antony Dapiran on the Hong Kong demonstrations
A voice of reason within the Beltway: Ryan Hass vs. the so-called bipartisan consensus
A student leader 30 years after Tiananmen: Wu’er Kaixi reflects on the movement
China's New Red Guards: Jude Blanchette on China's Far Left
Charlene Barshefsky on Trump’s Trade War
Chinese Investment: Beyond the USA
‘Haunted by Chaos: China’s Grand Strategy,’ with Sulmaan Wasif Khan
Howard French on how China's past shapes its present ambitions
Strength in Numbers: USTR veteran Wendy Cutler on managing trade with China
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