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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina trade data not the most important consideration for investors: Investment firmAndy Rothman, CIO at Matthews Asia, says "we need to remember that China is now a domestic demand story."
Persons: Andy Rothman Organizations: China, Matthews Asia Locations: China
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAnti-China sentiment in the U.S. to continue until November elections: Matthews AsiaAndy Rothman of Matthews Asia says investor sentiment towards the Chinese market will be shaped by a "difficult" overseas political environment.
Persons: Matthews, Andy Rothman Locations: China, U.S, Matthews Asia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's leadership needs to 'send some love' to private companies and market to boost confidenceAndy Rothman of Matthews Asia discusses China's property sector downturn, and stresses the need for a clearer regulatory environment to restore consumer and business confidence.
Persons: Andy Rothman, Matthews Organizations: Matthews Asia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailManufacturing in China is neither great nor terrible, strategist saysAndy Rothman, investment strategist at Matthews, says "we're probably at bottom — what's really unknown … is when we're going to see a catalyst and what that catalyst will be."
Persons: Andy Rothman, Matthews, we're Organizations: Manufacturing Locations: China
Chinese companies, meanwhile, have accelerated in global patent holdings in the cybersecurity sector, according to a recent Nikkei report. More reassurance to Chinese investors To be sure, while these stocks continue to rally, investors in the U.S. largely remain cautious about making any trades based on expectations ahead of the Biden-Xi talks. If anything, Chinese investors could leave Wednesday with more reassurance—which China's economy desperately needs as it struggles to make a post-pandemic recovery. Chinese investors "remain concerned that the deterioration in the bilateral political relationship could have a negative impact on the Chinese economy," Matthews investment strategist Andy Rothman said. Shaun Rein of China Market Research Group told CNBC last week that the meeting "might lower down the temperature," but that he does not expect "anything meaningful" to come from it.
Persons: Joe Biden, Xi Jinping, Frederic Neumann, Neumann, Biden, Xi, Brian Gardner, Gardner, Neo Wang, Wang, Tesla, BYD, Matthews, Andy Rothman, Shaun Rein, Rein, Derek Scissors, CNBC's Organizations: HSBC, Economic Cooperation, South China Morning Post, U.S . Department of Commerce, Nikkei, Micro Devices, Intel, Nvidia, AMD, Micron, MU, Microsoft, Biden, China Market Research Group, CNBC, American Enterprise Institute Locations: China, U.S, Asia, San Francisco, Washington, Beijing, Tesla's China, Europe, South Korea, Japan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's economy is weak but 'certainly not in crisis,' says investment strategistAndy Rothman, investment strategist at Matthews Asia, says there are "a lot of green shoots," contrary to what "many people, especially in the United States, believe."
Persons: Andy Rothman, Matthews Organizations: Matthews Asia Locations: United States
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S. wants to persuade China that it's not trying to constrain its growth, strategist saysAndy Rothman, investment strategist at Matthews Asia and former head of macroeconomics and domestic policy at the U.S. embassy in Beijing, discusses U.S. Commerce Secretary Gina Raimondo's visit to China and says President Joe Biden began to "recalibrate" his approach to China in April.
Persons: it's, Andy Rothman, Matthews, Gina Raimondo's, Joe Biden Organizations: Matthews Asia, U.S, Commerce Locations: China, Beijing
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBiden admin's looking to reassure China it's not trying to stifle growth: Matthews Asia's RothmanAndy Rothman of Matthews Asia joins 'Power Lunch' to discuss Commerce Secretary Raimondo's upcoming visit to China, if China's believing the messaging the U.S. is putting forward, and more.
Persons: Biden, China it's, Matthews Asia's Rothman Andy Rothman, Matthews Asia, Raimondo's Organizations: Commerce Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S. investors are going to be 'really, really cautious' about China, says strategistAndy Rothman of Matthews Asia says his firm is "keeping an eye on what's happening between Washington and Beijing, but not being afraid." He said U.S. investors are going to be cautious about China "for the foreseeable future" as tensions between the two don't look to be easing soon.
Persons: Andy Rothman, Matthews Asia Organizations: U.S Locations: China, Washington, Beijing
watch nowU.S. Treasury Secretary Janet Yellen's visit to China is "crucial" to ensuring that both countries continue talking to each other, said Eswar Prasad, an economics professor at Cornell University. "The crucial element, which is embodied in Janet Yellen's visit, is that the two sides keep talking on technical levels, but also at the very senior policy levels," Prasad told CNBC's "Squawk Box Asia" on Friday. Tensions between the two countries have shot up in recent years, since the U.S.-China trade war started in 2018 during the Trump-era. Her visit comes weeks after Secretary of State Antony Blinken's visit to Beijing — the first high-level meeting between the two countries after months of tensions. US Treasury Secretary Janet Yellen arrives at Beijing Capital International Airport in Beijing on July 6, 2023.
Persons: Janet Yellen's, Eswar Prasad, Prasad, CNBC's, Yellen, Premier Li Qiang, Liu He, Yi Gang, Antony Blinken's, Janet Yellen, Mark Schiefelbein, Biden, Andy Rothman, Matthews, Rothman Organizations: Treasury, Cornell University, U.S ., Trump, Premier, Treasury Department, Beijing Capital International Airport, Afp, Getty, CNBC, Matthews Asia Locations: China, U.S, Beijing, Washington
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's economy is unlikely to return to 'full steam' until next summer, strategist saysAndy Rothman of Matthews Asia says once China gets Covid under control and stops lockdowns, it will be the only major economy that will be easing monetary and fiscal policy.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI didn't think Xi's speech was fiery or bellicose at all, says Matthews Asia Fund's Andy RothmanAndy Rothman of Matthews Asia Fund joins 'Power Lunch' to discuss the China Party Congress and Xi's third term as the country's leader.
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