Belt and Road: An emerging growth engine amid geopolitical rumblings

Competition among major economies is uncovering long-term investment themes associated with China’s Belt and Road Initiative.

Feb 4, 2019 | Ken Hu


China’s Belt and Road Initiative (BRI) reflects the change in the country’s economic model to point to more outbound direct investments across Asia, Europe, the Middle East and Africa (EMEA) and their adjacent seas (the ‘B&R region’). In response, other major economic powers are increasing their direct investments in the region, too.

This competition means higher capital inflows and long-term fixed income investment themes have emerged. It is hoped that it will also improve governance, which would be structurally positive for some Belt & Road countries. A focus on environmental, social and governance (ESG) factors can help investors mitigate risks.

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