brand, connect and finance - allianz · 2019. 1. 30. · 04 brand, connect and finance 05 the belt...

04 Brand, Connect and Finance

05 The Belt and Road Initiative: : +USD117bn to make in 2019

06 What does it mean for China?

08 What does it mean for BRI Countries?

10 Three remaining challenges: Financial Sustainability, Legal risks, Political risks

Mahamoud Islam, Senior Economist for Asia

+852 3665 8989

Mahamoud.ISLAM@eulerhermes.com

With the support of Patrick Liao.

Sources: Various, Euler Hermes

Source: Euler Hermes Source: Euler Hermes

10

7

7

4

4

4

4

3

3

3

7

5

5

3

3

3

3

2

2

2

0 5 10 15 20

South Korea

Viet Nam

India

Singapore

Russian Federation

Malaysia

Thailand

Indonesia

Philippines

United Arab Emirates

2018

2019

21

7

6

5

5

4

4

3

3

2

16

5

5

4

4

3

3

3

2

2

0 10 20 30 40

South Korea

Malaysia

Viet Nam

Thailand

Russian Federation

Singapore

Saudi Arabia

Indonesia

South Africa

Philippines

2018

2019

Sources: UNCTAD, Euler Hermes

60%

42%

62%

49%

66%

53%

0%

10%

20%

30%

40%

50%

60%

70%

Iron and Steel Coal

2010 2013 2017

Sources: Wind, Euler Hermes

Sources: China investment tracker, AIE and HF

Investment in BRI countries (USD, bn) Top 5 receivers (USD bn, 2014-2018*)

0

100

200

300

400

500

600

700

800

900

1000

Total Energy Water Telecom Transport

Asia (excludeChina)

Europe

Africa