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