Andy Rothman
ANDY ROTHMAN
China macro strategist for CLSA Asia Pacific Markets in Shanghai
ECONOMICS & TRADE: Producer pays
Companies are likely to face rising input costs, but this will not be manifested in consumer price inflation, says CLSA's Andy Rothman...>>More
ECONOMICS & TRADE: What bubble?
Observers are confusing the early stages of an asset price inflation cycle with a bubble, says CLSA's Andy Rothman...>>More
ECONOMICS & TRADE: Consumption uncovered
Chinese consumption is not growing at the lightning pace retail sales figures would have us believe, but it is still a strong contributor to overall growth, says CLSA's Andy Rothman...>>More
ECONOMICS & TRADE: Signs of stablization
Tentative evidence suggests that China's economy can recover in the second half of the year, says CLSA's Andy Rothman...>>More
ECONOMICS & TRADE: Don't panic
The current problems are short term. By mid-2009, China's economy will stabilize and begin to improve, says CLSA's Andy Rothman...>>More

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