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Sinology by Andy Rothman: The Other China Story
Markets are weighing the prospects of a U.S.–China trade war, but don’t forget an equally important investment factor: in the first quarter of 2018, China remained the world’s best consumer story.
Sinology by Andy Rothman: Dear President Trump,
Dear President Trump: Reconsider Taxes on Chinese Imports
Tariffs on steel and aluminum proposed by President Trump are based on these false premises. The result may be policies that will weaken both the U.S. economy and its foreign policy leadership. A trade war with Canada and the E.U. may be more likely than one with China.
China’s decision to end presidential term limits is potentially damaging to prospects for establishing the rule of law. But it’s unlikely to have a significant impact on the near-term investment environment.
Sinology by Andy Rothman: The China Mistake
Trump’s administration says the U.S. erred in supporting China’s entry into the WTO. Here’s what Matthews Asia thinks.
Sinology by Andy Rothman: China's Direction in 2018
Some economists are predicting that China’s economy will reaccelerate this year, but Matthews Asia China Strategist Andy Rothman sees an economy returning to the long-term trend of gradual deceleration, while China remains one of the world’s fastest-growing economies.
Sinology by Andy Rothman: Will North Korea Blow Up Your Portfolio?
Sinology offers jittery investors some context to the recent provocations by Pyongyang. 
Sinology by Andy Rothman: A Roadmap for Continued Economic Reforms
China’s 19th Congress of the Communist Party this week upheld several important trends, including the ideological authority of Xi Jinping—a powerful, but not dictatorial, leader. Sinology takes a look.
Sinology by Andy Rothman: China's Economy: Boring is Good
Sinology looks at China’s 3Q17 macro results and finds an economy driven increasingly by consumer spending.
Sinology by Andy Rothman: China Surprises
Sinology looks toward China’s upcoming economic and political challenges, including the Party congress, North Korea and Trump policies.
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