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.
Chinese college students in the U.S., with Yingyi Ma
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Orville Schell on his novel, My Old Home: A Novel of Exile
Margaret Lewis on ethnic profiling in the DOJ's China Initiative
China’s Heart of Darkness
U.S.-China climate cooperation in a competitive age
Searching for the six Chinese survivors of the ‘Titanic’
Beethoven in Beijing
China's new youth, with Alec Ash and Stephanie Studer
China's COVID-19 response and the virus's origins, with Deborah Seligsohn
Ryan Hass on his new book, ‘Stronger’
The parallel world of Chinese tech, with Lillian Li
Cheng Lei: The detention and arrest of an Australian CGTN reporter
Getting Chinese politics wrong, with Jude Blanchette
Julie Klinger on China's rare earth frontiers
Journalist Te-Ping Chen on her short fiction collection, Land of Big Numbers
The Xinjiang camps on Clubhouse
China’s struggle for tech ascendancy, with Dan Wang of Gavekal Dragonomics
Talking Taiwan with former national intelligence officer Paul Heer
A new U.S. strategy in East Asia, from the Quincy Institute
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