Commentaries

Web of Institutions in China’s Global Master Plan
13/06/2018
BALTIMORE, BlLOOMBERG -- (This is the third part of a series on China's effort to supplant the U.S. as the world's pre-eminent geopolitical power. Read the first two parts here: A Global Military Thre...
Why Rich China Should Stop Pretending It's Poor
12/06/2018
BEIJING, BLOOMBERG -- Almost any foreign official, businessman or journalist visiting Beijing has heard the mantra that China can’t be expected to open up its markets or meet more stringent internatio...
In Cambodia, stalled Chinese casino resort embodies Silk Road secrecy, risks
07/06/2018
BOTUM SAKOR, REUTERS -- The Dara Sakor Seashore Resort seems a long way off the new Silk Road that China is building to connect Asia with Europe.A five-hour drive from Cambodia's capital, Phnom Penh,...
Cost Be Dammed, China's Ready to Pay More for EDP
16/05/2018
HONG KONG, BLOOMBERG -- Prepare for a higher bid in the likely event that EDP-Energias de Portugal SA rejects a 9.1 billion euro ($10.9 billion) offer from China’s biggest clean-energy company.The Por...
Malaysia's Content Just to Muddle Through Again
10/05/2018
HONG KONG, BLOOMBERG -- Predicting political events has become a mug’s game, especially since Donald Trump’s ascension to the U.S. presidency and the Brexit vote. So pardon investors for not caring to...
What could Iran do if Trump pulls out of nuclear deal?
09/05/2018
BEIRUT, REUTERS -- U.S. President Donald Trump will announce on Tuesday whether he will withdraw from the Iran nuclear deal.. Tehran signed the Joint Comprehensive Plan of Action, with China, France,...
Relax, India. There’s a Bigger China Bet Than Pakistan
02/05/2018
HONG KONG, BLOOMBERG -- After a two-day “informal summit” between Xi Jinping and Narendra Modi, China and India agreed to avoid military disputes on their contested Himalayan border. Left unresolved w...
Rob Cox: Belt and Road paving way to worrying excess
19/04/2018
HONG KONG, REUTERS BREAKINGVIEWS -- In a conference room overlooking Victoria Harbour, a senior banker smacked a mahogany table in mock theatricality and caused the tea cup on it to rattle around. Inf...
India's Grip on Strategic Port Loosens as Iran Turns to China
11/04/2018
NEW DELHI, KARACHI, BLOOMBERG -- A remote Iranian port could be the next trigger for geopolitical tensions between rivals China and India.India has pledged more than $500 million to develop the strate...
HSBC donates top banker to China’s soft power push
11/04/2018
HONG KONG, REUTERS -- HSBC is catering to China's soft power push, creating a job title sure to charm Beijing: Head of Belt and Road Initiative.The Asia-focused lender has staffed the role with senior...