Hercules Haralambides weighs in on the ‘one belt, one road’ (OBOR) initiative China is mounting. It’s been unclear what it really is. But it would be natural for it to be strategic rather than specific to particular investments. That’s his point. Early in the game, we can expect it to be unclear to others what’s going on. His message is to think geopolitically to understand how Chinese investment in transport and supply chain resources might evolve.
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