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Sinology by Andy Rothman: Dear Larry Kudlow,
Our September Sinology addresses Trump adviser Larry Kudlow, offering key reasons to avoid a trade war with China.
Sinology by Andy Rothman: Is China Tanking?
Chinese equities have been soft and President Trump is threatening a trade war, but earnings and margins remain firm and China is still the world's best consumer story.
Sinology by Andy Rothman: Battlefield Choices
With trade war rhetoric growing hotter, Presidents Trump and Xi still have time to head to the negotiating table.
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. 
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