Geopolitical issues have a profound effect on investment strategies and results. Investors inevitably must balance risk and reward. Geopolitics can bring both risks and opportunities, large and small, onto the investment landscape. The question is, How much time and effort can be devoted to this...

This paper develops a computable spatial equilibrium model of Central Asia and uses it to analyze the possible effects of the Belt Road Initiative on the economy of the region. The model captures international and subnational economic units and their connectivity to each other and the rest of...

China's outbound investment exceeded inbound investment for the first time in 2015. In years leading up this transition, a maturing demographic transition alongside slowing internal migration and diminishing returns to physical capital investment, all had a role in China's diminished...

Chinese President Xi Jinping's 'One Belt, One Road' (OBOR) vision, heralded as an attempt to revive the pre-modern Silk Route, is intended to strengthen West Asia's economic links with China through ambitious infrastructural projects. Central to this are fast-track rail links, funded by the...

Understanding geopolitics is crucial to understanding the investment environment. This is especially true in Asia. As a whole, Asia is a heterogeneous region that stands out for its export dependence and high rate of economic growth. Rapid economic expansion has led to reliance on natural and...