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Path forward after China’s fall


IMG_2336When China’s stock markets collapsed, the A-share market was correcting and the Chinese economy was cooling, according to Andy Rothman, investment strategist with Matthews Asia, at an FCC lunch on September 9.

He spoke about the impact of these trends on equity investors and the risks in the Chinese economy. He pesented his views on China’s debt problem and its real estate market, and explained why China remains the world’s best consumption story.

Rothman has been following the Chinese economy for 30 years, and first worked in China in 1984. He spent 17 years as an American diplomat focused on China, with his last assignment heading the macroeconomics and domestic policy office of the US Embassy in Beijing. He then spent 14 years as the China macro strategist for the brokerage firm CLSA, with most of that time based in Shanghai. Last year, after living in China for 25 years, he moved to San Francisco and joined the investment team at Matthews Asia, the largest Asia-only investment manager in the US, with about US$31 billion under management.

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