China's Investment Outlook - Andy Rothman & Victor Shih
China 2126 Feb 2019

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

Avsnitt(47)

U.S.-China Relations at a Crossroads — Serah Beran and Victor Shih

U.S.-China Relations at a Crossroads — Serah Beran and Victor Shih

In this episode, recorded in November 2025, Victor Shih sits down with Sarah Beran to discuss key developments in U.S.-China relations and how the relationship has evolved and may continue to evolve i...

18 Dec 202530min

Bureaucracies at War, Featuring Tyler Jost

Bureaucracies at War, Featuring Tyler Jost

Center Executive Director Lei Guang recently sat down with Tyler Jost to discuss his new book, Bureaucracies at War. This podcast features highlights from their conversation, focusing on how Jost’s an...

12 Maj 202519min

The Micro-Foundations of Capitalism

The Micro-Foundations of Capitalism

In this episode, UC San Diego Professor Barry Naughton talks globalization and economic development in China, Russia and India with Temple Professor Roselyn Hsueh.

1 Juni 202232min

Retrofitting Lenism - Dimitar Gueorguiev and Harris Doshay

Retrofitting Lenism - Dimitar Gueorguiev and Harris Doshay

21CCC Assistant Director Harris Doshay sits down with Syracuse Associate Professor and UCSD Alum Dimitar Gueorguiev to discuss his latest book, Retrofitting Leninism. In it, they explore the logic of...

3 Maj 202232min

The DOJ's China Initiative: Where it went wrong, and why - Susan Shirk and Carol Lam

The DOJ's China Initiative: Where it went wrong, and why - Susan Shirk and Carol Lam

Susan Shirk, Chair of the 21st Century China Center, and former U.S. Attorney Carol Lam sit down to discuss the ways the China Initiative, from flaws in its inception to views towards the future of DO...

22 Mars 202233min

Xinjiang from Qing to Xi - James Millward & Micah Muscolino

Xinjiang from Qing to Xi - James Millward & Micah Muscolino

Micah Muscolino interviews James Millward, a leading scholar on China and Central Asia at Georgetown University. They connect the history of Xinjiang in the Qing Empire, to assimilationist policies an...

16 Sep 202031min

Epidemic Control & Medical Diplomacy - Mary Brazelton & Micah Muscolino

Epidemic Control & Medical Diplomacy - Mary Brazelton & Micah Muscolino

This episode is an extended interview adapted from the China Throughlines web series, which features UC San Diego’s China historians in conversation with their colleagues on the echos and connectednes...

1 Sep 202051min

Remembering June 4 - Perry Link & Paul Pickowicz

Remembering June 4 - Perry Link & Paul Pickowicz

The 21st Century China Center is premiering a new web series: "China Throughlines" - featuring UC San Diego’s China historians in conversation with their colleagues on the echos and connectedness of C...

3 Juni 202018min

Populärt inom Politik & nyheter

svenska-fall
p3-krim
rss-krimstad
aftonbladet-krim
fordomspodden
spar
flashback-forever
motiv
aftonbladet-daily
rss-vad-fan-hande
rss-sanning-konsekvens
krimmagasinet
rss-krimreportrarna
rss-klubbland-en-podd-mest-om-frolunda
sydsvenskan-dok
rss-aftonbladet-krim
politiken
blenda-2
grans
svd-ledarredaktionen