China: Profits Up, But What Will Trump Do?
Corporate earnings in China are trending up, but so are tensions with the Trump administration, making this a great time to discuss the opportunities and risks related to China, a country which accounts for one-third of global economic growth (larger than the combined contribution from the US, Europe and Japan).
Join us for a discussion with Andy Rothman, an expert on China and an Investment Strategist at Matthews Asia, who will present a framework for thinking about the Chinese economy. Andy will also share his views on opportunities for investors to benefit from the world’s best consumer story, as well as prospects for US-China relations and the North Korean nuclear issue.
Andy Rothman, Investment Strategist, Matthews Asia
Andy Rothman is an Investment Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.
This event qualifies for 1.5 hours of continuing education credit for CFA Charterholders
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