China's Investment Outlook - Andy Rothman & Victor Shih

Andy Rothman speaks with Victor Shih on the opportunities and volatility of investing in the People's Republic and the outlook on China's impact on global economic growth. They discuss the risk of including China's bonds and SOEs in passive indices, the challenge of data verification and spurring entrepreneurship, how to actively look for the dynamic industries and avoid risks, and the rebalancing of the economy towards services and consumption.

Andy Rothman is an Investment Strategist at Matthews Asia. 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. He is the author of the Sinology investment analysis column. Rothman lived and worked in China for more than 20 years, analyzing the country’s economic and political environment. Rothman's Sinology column mentioned in the podcast is entitled: "Has the China Collapse Finally Arrived?"

Victor Shih is the Ho Miu Lam Chair in China and Pacific Relations and associate professor of political economy at UC San Diego School of Global Policy & Strategy. His latest book is Factions and Finance in China: Elite Conflict and Inflation.

This episode was recorded at UC San Diego, and is a production of the 21st Century China Center

Editor: Samuel Tsoi
Production Support: Mike Fausner
Music: Dave Liang/Shanghai Restoration Project