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?

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

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?

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

Andy is the China Macro Strategist for CLSA Asia-Pacific Markets and always seems to come through with fresh, common sense analyses of events in China that are based on his own extensive experience, combined with a healthy dose of empirical data.

FORBES: Inflation in China

Wal-Mart (NYSE:WMT), Costco (COST), Target (TGT) and Home Depot (HD) are the leaders I went over on CNBC Asia a few months back for macro investors to look at.

FORBES: Stick With Apple And Its Three Amigos

The economy in the U.S. is strengthening, Asia is in full recovery mode and, if anything, the macro environment for stocks is improving, not deteriorating.

FORBES