Andy Rothman

Andy Rothman

Andy Rothman is an investment strategist at Matthews Asia. He lived and worked in China for more than 20 years, analyzing the country’s economic and political environment, before joining Matthews Asia in 2014. As Investment Strategist, he has a leading role in shaping and presenting the firm’s thoughts on how China should be viewed at the country, regional and global level.

U.S.-China trade relations see short-term calm, but clouds remain for 2021

The recent publication of the U.S.-China trade deal and the final macroeconomic numbers for 2019 should set the stage for healthy economic performance and stronger ...

Dissecting China’s debt problem

China’s debt problem is serious, but the risk of a hard landing or banking crisis is, in my view, low. The reason is that the ...

What is the biggest risk when it comes to investing in China?  

I am optimistic about China’s medium-term economic prospects, within the context of gradually slower year-over-year growth rates. This optimism is based largely on the continuing ...

Using cheap stimulus to increase investor sentiment in China

With just a modest boost to credit, the Chinese government succeeded in strengthening investor sentiment and stabilizing real economic activity during the first quarter of ...

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