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However, I can always count on my good friend Andy Rothman to have a somewhat different take.
FORBES: Inflation in China
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Andy Rothman , China Macro Strategist for CLSA Asia-Pacific Markets, continues to expect about 8.5 percent GDP growth in 2012.
FORBES: Premier Wen: A Warning Or Managing Expectations?
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For a dose of good news on China, a reliable go-to guy has been Andy Rothman, a Shanghai-based macro strategist at CLSA Securities.
FORBES: Temper China Growth Expectations, Says CLSA Cheerleader
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Andy Rothman of CLSA says it was consistent with his expectations.
FORBES: Chinese Monetary Discipline Sows Seeds Of New Growth
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Andy Rothman , China Macro Strategist for CLSA Asia-Pacific Markets, believes there is a 75 percent probability that housing restrictions will be eased by the second quarter of 2012.
FORBES: Making Sense Of China Real Estate
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While Andy Rothman , China Macro Strategist for CLSA Asia-Pacific Markets, does not expect China to run a trade deficit for the full year, he does not expect the country to run a large trade surplus either.
FORBES: Is the Renminbi Undervalued?
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Andy Rothman , the China Macro Strategist for CLSA Asia-Pacific Markets, believes that China is near the peak in food-price inflation and close to the peak in the overall rise in the Consumer Price Index for this cycle.
FORBES: Credit Tightening: Good News For Inflation