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.
China's push for RMB internationalization
A familiar drumbeat: Michael Mazarr on the run-up to the Iraq invasion and parallels with China
Special episode: The COVID lockdown protests, with David Moser and Jeremiah Jenne
Financial Times reporter Yuan Yang on China-Europe relations
Evan Feigenbaum on the U.S. in the Indo-Pacific region
New America President Anne-Marie Slaughter on balancing China competition and global imperatives
The 20th Party Congress postgame show with Damien Ma and Lizzi Lee
Grifter, chaos agent, or CCP spy? The New Yorker's Evan Osnos on Guo Wengui
Overreach and overreaction, with Susan Shirk
Podcasting The Prince: Sue-Lin Wong of The Economist on her Xi Jinping podcast
Legendary BBC presenter and China editor Carrie Gracie, live in London
A conversation with Minister Xu Xueyuan, Deputy Chief of Mission of the Embassy of the People's Republic of China in Washington
China in the Global South, with Eric Olander and Cobus van Staden
Surveillance State: Authors Josh Chin and Liza Lin on their new book on China's tech-enhanced social controls
Yuen Yuen Ang on Xi Jinping, the Party bureaucracy, and authoritarian resilience
Avoiding the China Trap, with Jessica Chen Weiss
Is China's bubble finally about to pop? A conversation with Bloomberg Chief Economist Tom Orlik
China's space program, with NASA astronaut Leroy Chiao
China and the American "great power opportunity," with Ali Wyne
Another Taiwan Straits Crisis? CIA veteran John Culver weighs in
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