Club Lunch: After the Fall: The Path Forward for China’s Stock Market and Economy
Wednesday, September 9, 2015
12:30pm for 12:45pm – lunch
1:15pm – address
Speaker: Andy Rothman
Investment Strategist, Matthews Asia
The A-share market was correcting and the Chinese economy was cooling. Mr. Rothman talked about the impact of these trends on equity investors and the risks in the Chinese economy. He also offered his views on China’s debt problem and its real estate market, and explained why China remains the world’s best consumption story.
Andy Rothman had 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 U.S. 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, Andy moved to San Francisco and joined the investment team at Matthews Asia, the largest Asia-only investment manager in the U.S., with about US$31 billion under management.