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.
As the U.S. and China part ways, the Global South finds its own path, with Kishore Mahbubani
Sinica at the Association for Asian Studies Conference, Boston 2023: Capsule interviews
The Maoist legacy in Chinese private enterprise, with Chris Marquis
Beijing brokers a Saudi-Iranian rapprochement, with Tuvia Gering
The Xi-Putin meetings, with Maria Repnikova
The expansion of China's administrative state during COVID, with Yale Law's Taisu Zhang
Jude Blanchette on the Select Committee and the American moral panic over China
Inside Tencent's "Influence Empire," with Bloomberg's Lulu Chen
China and the electric vehicle battery supply chain, with Henry Sanderson
China and the Ukraine War one year after the invasion, with Evan Feigenbaum and Alexander Gabuev
Sinostan: Raffaello Pantucci on China's inadvertent empire in Central Asia
CSIS analyst Gerard DiPippo deflates the balloon hype and brings the discussion back to earth
Live in New York City with veteran China journalist Ian Johnson
Is China's demography China's destiny? A chat with former World Bank economist Bert Hofman
A firsthand view of China's chaotic COVID re-opening, with Deborah Seligsohn
Talking China on TikTok with The China Project's Susan St. Denis
The Sinica Network presents Strangers in China S3 Episode 1
No Stranger to China: A conversation with Strangers in China creator Clay Baldo about Season 3
Author Rebecca Kuang on her novel Babel, or on the Necessity of Violence: An Arcane History of the Oxford Translators Revolution
The best solution for Taiwan is no solution: Jude Blanchette and Ryan Hass argue for kicking the can down the road
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