andy rothman

Is it China's turn for a downgrade?

After Fitch warns that it might cut China’s local-currency debt rating, Andy Rothman, China macro strategist at CLSA, says the country is in a good fiscal position to cope with recession in the global economy.

September 04, 2011

Inflation is not a threat to China, says CLSA

However, China will have to stomach higher structural inflation in the next few years as the nation gets wealthier and wages increase at a double-digit rate, the brokerage firm argues.

January 16, 2011