Original Articles
The following are articles published originally on the New Silk Road Monitor Site.
Malaysia Airlines Fate Hangs in the Balance: To Be Or Not to Be?
From a report in the Malaysia Star - 12 March 2019 KUALA LUMPUR: The Malaysian government is considering whether to shut, sell or refinance national carrier Malaysia Airlines (MAB), Prime Minister Tun Dr Mahathir Mohamad said on Tuesday. The government was studying...
Jonathan Fulton on “Why Saudi Arabia Is Turning to Asia”
Jonathan Fulton, author of China's Relations with the Gulf Monarchies and a Professor at Zayed University in Abu Dhabi, has a great new piece out in the Washington Post's Monkey Cage analysis section on the growing Gulf Cooperation Council (GCC) geopolitical and...
O’Sullivan of Credit Suisse on Markets, Brexit, China, and EM Equities
Michael O'Sullivan, the Chief Investment Officer of the International Wealth Management Division at Credit Suisse, is one of the smartest people I know on global macro issues and the intersection of markets, geopolitics, and the global economy. He also has a bent for...
Saudi Crown Prince’s Asia Tour Accelerates “Eastward Tilt”
February 26, 2019 - Saudi Crown Mohammad bin Salman's Tour of China, India, and Pakistan Accelerates the Kingdom's Ongoing "Eastward Tilt" and Poses the Question: Have We Reached a Tipping Point? Saudi Arabia's Crown Prince Mohammad bin Salman's tour of China, India,...
COSCO Shipping of China (and A Top Ten List)
An advertisement in the latest physical issue of the Journal of Commerce, the leading global logistics magazine that is part of the IHS Markit group of publications, caught my eye. It's an ad for China Ocean Shipping Company (COSCO), the world's 3rd largest shipper,...
Get Smart: Korean Shipbuilding and The Hyundai Heavy Industries Bid To Take Over Daewoo Shipbuilding in 5 Articles
The South Korean shipbuilding industry, once a lodestar of the country's industrial development, continues to be battered by lower cost Chinese competition and an oversupply of vessels on the market. Only three of South Korea's majors still stand on the world stage -...
The New Silk Road In Numbers – February 18
The New Silk Road Numbers - February 18, 2019 1,235 The number of China-Europe freight trains launched in 2018, 6.4 times the number in 2017, transporting a total of 1.2 million tonnes of goods with a value of $1.72 billion, according to China Daily. 60.69 billion The...
Prominent Indian Strategic Thinker Urges Delhi to Rethink the Middle East
The Highly Regarded Indian Foreign Affairs Columnist C. Raja Mohan Sees a New Dawn in the Arabian Peninsula and Wants Delhi to See it Too C. Raja Mohan is one of India’s leading foreign policy thinkers and perhaps its preeminent foreign affairs columnist. What Mohan...
Hong Kong Slipping in World Container Shipping Traffic (and the Top Ten Ports)
The South China Morning Post reports on February 14, 2019 that Hong Kong continues to slip below other Asian port rivals in terms of container traffic, falling to seventh place for 2018, according to Drewry Shipping Consultants. Hong Kong held the title of the world's...
Andy Rothman of Matthews Asia: China Hard Landing “Not on the Horizon”
Andy Rothman is, in my view, one of the sharpest observers of China's economy. His work is always a must-read. In the latest issue of Sinology, published by Matthews Asia where Andy works, he asks the question on many minds: when will the oft-discussed China collapse...
