China's Belt and Road Initiative will continue to gain traction in emerging markets in Asia, Europe and the Middle East, as its development priorities align with the infrastructure and industrial needs of individual countries. However, financing and politics represent growing hurdles to Beijing's infrastructure export goals, and projects will continue to face challenges from the various operational risks that plague emerging market business environments.
In this Special Report we hugely expand the scope of our Belt and Road Initiative (BRI) coverage, including economic, political and multiple sector analysis on the current state of play with regards to Chinese investment globally, and crucially how we see the BRI developing over the coming decade.
Since we published ‘Trillion Dollar Trade Route', our first report on China's Belt and Road Initiative (BRI), over a year ago, the scope and scale of the initiative has expanded significantly - and along with it, the risks and challenges ahead.
We provide an overview of how the BRI has progressed in 2018, what challenges it faces, and what opportunities it could generate over the coming years.
Questions that guided our analysis include:
- How has the Belt and Road Initiative progressed in 2018?
- How will upcoming geopolitical events impact Chinese investment in infrastructure along the Belt and Road?
- What companies have been the most engaged in projects along the Belt and Road?
- How have individual sectors, including infrastructure, mining, telecoms and consumer goods, been impacted?
- How will key countries be impacted by, benefit from, or face challenges generated by the Belt and Road Initiative?
Table of Contents
Introduction
- The Belt And Road In 2018 And Beyond
Belt and Road Key Themes
- Belt And Road 2018 Update: Slowing Investment, Surging Tourists
- BRI To Continue Facing Significant Political Risks
- Identifying Key Sectors And Geographies On The BRI
Industry Overview and Outlook
- Infrastructure: Focus Remains On Emerging Market Projects
- Power: Coal Power Exports To Remain Key BRI Focus
- Mining: Minimal Deal Materialisation Amid High Risks
- Telecoms: TMT Of Key Importance To BRI Strategy
- Agribusiness: Belt And Road A Driver Of Overseas Investment
- Consumer: E-Commerce To Benefit Along BRI Markets
Key Market Profiles
- Indonesia
- Malaysia
- Thailand
- Mekong Region (Vietnam, Cambodia, Laos)
- Myanmar
- India
- Pakistan
- Bay Of Bengal (Bangladesh, Sri Lanka)
- Russia
Belt and Road Index
- Introduction
- Index Summary Tables
