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 nowย anย investment strategist for Matthews Asia, where he continues to focus on the Chinese economy and writes the Sinologyย column. His analysis often diverges from whatโs in the headlines, and the contrast between Andyโs interpretation and the dominant, deeply gloomy media narrative of the last year or more is especially pronounced. In this podcast, Sinicaย hosts Jeremy and Kaiser ask Andy to explain why heโs 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,ย by Michael Shaara,ย and Battle Cry of Freedom: The Civil War Era,ย by James M. McPherson.
Andy:ย The Man Who Stayed Behind,ย by Sidney Rittenberg,ย and After the Bitter Comes the Sweet: How One Woman Weathered the Storms of China’s Recent History,ย by Yulin Rittenberg.
Kaiser:ย The Honeycrispย apple cultivar.