Belt and Road

 The sheer scale China’s Belt and Road programme and its strong focus on trade and transportation infrastructure mean it will likely be one of the biggest influencers on the global maritime industry for decades to come.  However, industry stakeholders both within and outside of China struggle to understand the true implications and potential impact of the programme.  This is largely because it is unprecedented in terms of both its size and method, but also because it is unprecedented in terms of the expansion of China-related interests in one programme overseas.  

Belt and Road is already boosting opportunities and the level of development of port and logistics infrastructure on a global level, as well as filling some much needed gaps in the maritime and trade infrastructure of emerging markets  But by bringing more state involvement into the development of maritime and trade assets - and with that development drivers that may go beyond the immediate financial and functional goals of new infrastructure - Belt and Road also adds a high degree of complexity and increased risk for traditional investors, developers and operators in sector assets.

This page represents a collection of key intelligence from our specialist business writers on the Belt and Road programme, with the primary aim of facilitating better understanding of it to support the industry to take advantage of its opportunities and help mitigate its risks. 

News & Analysis

Mahathir Mohamad
14 May 2018
Malaysia’s comeback prime minister, Mahathir Mohamad, has pledged to review all foreign contracts and projects, including key rail and port initiatives with China and neighbouring Singapore.
HNA Group
28 Feb 2018
HNA is looking to boost its investment in the infrastructure that linked to China’s Belt and Road initiative.
Chinese renminbi notes
06 Feb 2018
China Merchant Port has said it will use the proceeds to repay debt related to its recent share acquisition of Hambantota Port in Sri Lanka – a flagship project under China’s Belt and Road initiative.
GLP head office
15 Jan 2018
The China Securities Regulatory Commission (CSRC) approved the issuance of the Belt and Road Bond, a new bond category to finance projects under the country’s most ambitious foreign policy.
Shanghai's skyline
07 Dec 2017
Beijing’s moves to accelerate its free trade port guidelines have spurred a flurry of FTP applications.
A gas carrier voyages through the Malacca Strait.
06 Dec 2017
As China looks to reduce its dependence on the Strait of Malacca, smaller countries in the region are set to benefit from infrastructure and transport investments.


Belt and Road is expected to generate USD2.5 trillion in the next decade in additional trade between China and more than 60 countries connected by a sprawling network of roads, railways, air, and sea trade links.

More Commentary