Silk Roads Part 2: Big (Emerging Market) OBOR Investors

Silk Roads Part 3: China and OBOR Investment

Asian Frontier Monitor: Financing Infrastructure and the Success of the Belt-And-Road-Initiative

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

Thematic (Sector/Industry)

China Materials / Thematic (Sector/Industry)

Most investors probably agree that it would be foolhardy to ignore China's strategic policy-driven investment, behind which sits a wealth of resources.  Yet surprising US election results and worries about mounting debt among domestic Chinese corporations and local governments have diverted focus away from one of the largest drivers of Chinese investment.  To kick off our analysis of China's "One Belt One Road" initiative, we outline briefly in qualitative terms why the "One Belt One Road" initiative meets many Chinese strategic policy criteria and is thus likely to remain a complementary external pillar to China's ongoing domestic policy agenda.In subsequent pieces, we will focus on financial flows into OBOR, and identify areas wherein investors might seek exposure to the benefits of rising OBOR investment.

Most investors probably agree that it would be foolhardy to ignore China's strategic policy-driven investment, behind which sits a wealth of resources.  Yet surprising US election results and worries about mounting debt among domestic Chinese corporations and local governments have diverted focus away from one of the largest drivers of Chinese investment.  To kick off our analysis of China's "One Belt One Road" initiative, we outline briefly in qualitative terms why the "One Belt One Road" initiative meets many Chinese strategic policy criteria and is thus likely to remain a complementary external pillar to China's ongoing domestic policy agenda.In subsequent pieces, we will focus on financial flows into OBOR, and identify areas wherein investors might seek exposure to the benefits of rising OBOR investment.

Haitong Securities Co Ltd (A) (600837 CH)

Shanghai Pudong Development Bank Co. (600000 CH)

Inner Mongolia Baotou Steel Union (600010 CH)

Inner Mngl Jnzhng Eng & Cmci Gp (601216 CH)

China Northern Rare Earth Group High-Tech (600111 CH)

China Northern Rare Earth Group High-Tech

China Merchants Securities Co Ltd (A) (600999 CH)

China Pacific Insurance (Group) Co., (601601 CH)

Kingenta Ecological Enginering Gp (002470 CH)

Jiangsu Kangde Xin Composite Mtrl Co (002450 CH)

Changjiang Securities Company (000783 CH)

China Merchants Securities Co Ltd (H) (6099 HK)

Silk Roads Part I: Background