Why China bears are wrong: An interview with Andy Rothman

Sinica Podcast

Kaiser Kuo

Currentaffairs, Business, News, China Politics, Shenzhen, Chinese, Chongqing, China News, Politics, China, Culture, Sichuan, Hangzhou, Beijing, International Relations, China Economy, Chengdu, Film, Shanghai, Guangzhou

4.7 • 710 Ratings

🗓️ 27 October 2016

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

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0:00.0	Welcome to the Cynica podcast.
0:11.0	Weekly discussion of current affairs in China, produced in partnership with SubChina,
0:14.8	but the best way to keep current on news from China in just a few minutes a day.
0:19.0	SubChina is a feast of business, political, and cultural news about a nation that is reshaping
0:23.2	the world.
0:24.2	I'm Kaiser Guo, and I'm coming to you today from the Seneca South Studio in downtown, Durham,
0:28.6	North Carolina.
0:29.5	I am joined from Nashville, Tennessee by Jeremy Goldcorn, who is taking a break from helping
0:34.2	Donald Trump with debate, perhaps to chat with me today.
0:36.3	How are you, Jeremy?
0:39.6	So, yeah, so I see.
0:41.7	Fine, sorry, I'm just going to get the cocaine off the desk.
0:47.5	You got to do something about that.
0:49.2	I mean, tell them to stop doing all that blow before the...
0:51.4	Let's jump right in here, yeah, and talk about the topic of the day.
0:55.7	And these days, it seems that there just aren't too many economists left in the so-called
1:00.9	China Bulls camp.
1:02.4	I think that any casual observer would be forgiven for believing that China is on the brink of some serious economic catastrophe,
1:09.2	given the daily deluge of negative headlines in mainstream media.
1:13.6	But we've seen this movie before, haven't we? I mean, we've seen all the bears come out of the
1:17.3	woods, presumably having done their business there on now, and so far, actually, you know,
1:23.0	the sky has yet to fall. What is it that they've kept getting wrong? I mean, these chicken
	...

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