China could cope with a full-blown trade war with the US, but a deal is likely by year-end, argues Andy Rothman.
Tag: Andy Rothman
China bull Rothman: Doomsayers have got it wrong
Capital controls? No financial industry impact. Currency manipulator label? Not a problem. Matthews Asia investment strategist Andy Rothman presents his bullish views on China.
Positive sentiment on Chinese banks ignores govt stranglehold
When the People’s Bank of China imposed a 1% reduction on the required reserve ratio – the amount of cash reserves a bank must hold – on 20 April, bringing the rate down to 18.5%, it triggered a wave of positive sentiment. However, Rothman, investment strategist at Matthews Asia, believes that the hopes of increased […]
Matthews Asia on China policy easing
The Chinese government is unlikely to provide a meaningful stimulus this year to offset China’s slowing GDP growth, according to a contrarian view by Andy Rothman, investment strategist at Matthews Asia.
