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.
An American Futurist in China: Alvin Toffler and Reform & Opening
Mark Rowswell a.k.a. Dashan Live at the Bookworm Literary Festival
Peter Lorentzen's data-driven analysis of Xi Jinping's anti-corruption campaign
An update on the Xinjiang crisis with Nury Turkel
Samm Sacks on the U.S.-China tech relationship
China, the U.S., and Kenya
Is there really an epidemic of self-censorship among China scholars
Everything you ever wanted to know about Taiwan but were afraid to ask, Part 2
Everything you ever wanted to know about Taiwan but were afraid to ask, Part 1
Sinica Live with Zha Jianying: Dealing with the troublemakers
Introducing the Middle Earth podcast
China’s ethnic policy in Xinjiang and Tibet: The move toward assimilation
Live from the US-China Business Council: The bilateral trade relationship in 2019
Mexican and Canadian diplomats in a changing, challenging China
The U.S. and China: Cold war, or hot air?
Gene-edited babies, CRISPR, and China’s changing ethical landscape
Huawei and the tech cold war
Meng Wanzhou’s arrest: The legal dimension
40 years of reform and opening up, with Jude Blanchette
Blaming China
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