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 case for the U.S.-China Science and Technology Agreement
The Rise and Fall of the EAST: MIT's Yasheng Huang on his new book
China Stories summer special: The best of This Week in China's HIstory
Wargaming a Taiwan invasion scenario: Lyle Goldstein on the CSIS wargame “The First Battle of the Next War"
The state of play of generative AI in China, with Paul Triolo
Is the Biden administration resetting U.S.-China relations?
The CFR Taiwan task force report: advice and dissent, with Maggie Lewis and Paul Heer
Transnational repression and China's "overseas police stations," with Jeremy Daum of Yale's Paul Tsai China Law Center
China after COVID: UPenn's Neysun Mahboubi reports on scholarly exchange in a tightening political space
China's Military-Civil Fusion program: CNAS fellow Elsa Kania on the myths and realities
Mr. Blinken goes to Beijing, with former NSC China Director Dennis Wilder
Economist Keyu Jin on her new book, "The New China Playbook"
David Ownby of ReadingtheChinaDream.com on the intellectual mood in China
Curtain-raiser on the Shangri-La Dialogue, with the man who runs the show: James Crabtree of IISS
Harvard's William Kirby on China's higher education system and his book "Empires of Ideas"
Does the Capvision raid signal a crackdown on consultancies in China? The China Project's CEO Bob Guterma, formerly of Capvision, weighs in
China's draft regulations on generative AI, with Kendra Schaefer and Jeremy Daum
Xiong'an: Techno-natural utopia or authoritarian folly?
Earth Day episode: How can the U.S. and China cooperate on climate in this era of competition?
Legendary CNN reporter Mike Chinoy on his book and documentary series "Assignment China"
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