Browse our analysis section for news and articles on topics such as China's Belt and Road Initiative (OBOR), the world's evolving digital infrastructure competition, and the stakes for U.S. policy.
Pakistan's prime minister, Imran Khan, has announced that Islamabad will give Gilgit-Baltistanat provisional provincial status. The region is at the heart of the $65 billion China-Pakistan Economic Corridor and includes part of Pakistan-India-disputed Kashmir.
This paper discusses the geopolitical dynamics of the Indo-Pacific, including the impacts of Covid-19, and emerging foreign policy initiatives, and offers recommendations for how Japan can solidify a comprehensive leadership role in this critical, multipolar region.
Government officials expect to finalize the Regional Comprehensive Economic Partnership (RCEP), a free trade agreement between the Association of Southeast Asian Nations, China, Japan, South Korea, Australia, and New Zealand, as early as November 2020. However, Australia and Japan's lingering misgivings about China's alleged political interference and 5G market access have spurred attempts to court India, a former RCEP
India is considering partial privatization of it's aging, 68,000-km national railway system through public-private partnerships (PPPs) that would draw an estimated $4B in total investment, Nikkei reports.
Acquisition of a French shipping portfolio by China Merchants Port Holdings, a Chinese state-owned enterprise known for its controversial acquisition of Sri Lanka's Hambantota port, has been stalled by the Indian and Vietnamese governments in a bid to protect ports in Gujarat and Ho Chi Minh City.
Bangladesh has described their relationship with China and the Belt & Road Initiative as solely "economic diplomacy," but China's expanding trade and investment in the country also threatens to undermine Indian influence, Nikkei reports.
Pakistan, with the help of a Chinese loan, repaid a $1 billion Saudi loan last week and asked for their support on the Kashmir issue, although Saudi Arabia is reluctant to become entangled in the efforts of Pakistan and China to contain India, Nikkei reports.
Sri Lankan President Rajapaksa announced that his government plans to strengthen Chinese investment in the Colombo port, straining relations with India, who was originally authorized to develop and use the new East Container Terminal, Nikkei reports.
India's highways minister said on Wednesday the country "will not give permission to joint ventures that have Chinese partners for road construction" following the military clash in the Himalayas, Nikkei reports.
India has banned 59 Chinese mobile apps citing national security concerns following reports that the apps were illegally transmitting user data to servers outside of India, Nikkei reports.
India and China on Tuesday agreed to withdraw from a tense standoff along disputed Himalayan territory that started in response to India's construction activity near the border, Nikkei reports.
An Indian Army officer and two soldiers have been killed in a clash with Chinese troops on the countries' disputed Himalayan border, where Indian construction has drawn sharp objections from China for the past month, Nikkei reports.
Indian and Chinese troops are engaged in a military confrontation at the Himalayan border, triggered in part by India's construction of roads and airstrips in response to China's Belt and Road Initiative, Nikkei reports.
Pakistan has entered a joint contract venture with China to build a dam in Kashmir, increasing the country's financial ties to China and igniting new tensions with India, Nikkei reports.
How Facebook collaborates and conflicts with India's government on privacy, security, and misinformation will have long-lasting implications for the country's internet, Nikkei reports.
Chinese electronics company Xiaomi is gaining market share in India and Europe and plans to seek up to $1 billion in international bonds and grow its business in 5G, AI, and internet of things (IoT) technology, Nikkei reports.
Restrictions and lockdown orders in response to the coronavirus outbreak are forcing manufacturers to stop production, negatively impacting supply chains. Steel manufacturers may temporarily halt blast furnaces for the first time since 2009 and Japanese telecoms expect a delay in 5G rollout due to supply chain issues, Nikkei reports.
The International North-South Transport Corridor (INSTC), stretching from the eastern coast of India to Europe via Iran, Russia, and the Caspian region, has been plagued by financial and political difficulties but its economic impact could be transformative if ever fully realized.
A flurry of recent diplomatic activity highlights the multilateral and multi-stakeholder footing of Eurasia's North-South trade and transport initiatives. While significant economic and political challenges remain, they retain the potential to transform Eurasia's economic landscape.
Telecommunications companies across India are protesting the timing of an upcoming 5G auction, claiming that prices are set too high given the sector's recent financial difficulties; however, New Delhi believes a delay will hinder the country's digital economy, Nikkei reports.
China’s growing military ambition in South Asia is matched in financial terms by its Belt and Road Initiative, including the China-Pakistan Economic Corridor. What remains unclear is how the U.S. should navigate the new dynamic. This report addresses the question of how the India-Pakistan rivalry will play into the emerging great power competition.
Russia is courting India to join the Eurasian Economic Union (EAEU), a move that would boost bilateral economic ties and enhance the trade bloc's international status, Nikkei reports.
India recently announced plans to invest $1.4 trillion in infrastructure over the next five years as part of a fiscal stimulus package designed to counteract slowing economic growth, Nikkei reports.
Alternative infrastructure investment initiatives led by Japan, India, and Australia indicate that China’s Belt and Road Initiative is likely to face increased pressure in 2020, Nikkei reports.
Beijing has signed 20 new agreements with Nepal for infrastructure development under its Belt and Road Initiative, but the recent leak of a document suggesting that road expansion could result in the loss of hundreds of acres of land along Nepal's border with China has sparked protests, Nikkei reports.
The China-Pakistan Economic Corridor is of significant concern to India, which views the corridor as a violation of its sovereignty, according to India’s Minister of External Affairs Subrahmanyam Jaishankar. However, in an interview with Nikkei, Jaishankar did not criticize the broader Belt and Road Initiative, stating that each country has the right to its own policies.
New Delhi has reached out to Sri Lanka's newly-elected president in an attempt to improve diplomatic ties. The move comes at a time when Sri Lanka is experiencing increased Chinese investment under Beijing's Belt and Road Initiative, Nikkei reports.
Sri Lanka's Jaffna International Airport, which opened in October, received about $1.7 million in funding from India's Government, signaling that Sri Lanka's current administration is looking to countries other than China for infrastructure development assistance, Nikkei reports.
With a potential hydropower capacity of at least 40,000 megawatts from its Himalayan rivers, Nepal is looking to export some of its excess hydropower energy to its neighbors. However, rocky relations between Kathmandu and New Delhi, along with domestic unrest in Nepal have put these plans in doubt, Nikkei reports.
China's Belt and Road Initiative presents potential opportunities for India to upgrade its roads, rail networks, and ports through bridging its saving-infrastructure gap, Nikkei reports.
While Prime Minister Narendra Modi has emphasized improving India's infrastructure, the vast majority of Indian households lack access to the infrastructure needed to participate in the digital economy, highlighting a substantial obstacle to further economic growth, Nikkei reports.
As China increases its presence in South and Southeast Asia through its Belt and Road Initiative, India attempts to keep up by pushing similar connectivity projects in the region, Nikkei reports.
A proposed $10 trillion "Development Green New Deal" recently put forward in the U.S. would fund green infrastructure projects in Asia and elsewhere that could compete with China's Belt and Road Initiative, Nikkei reports.
In a push to showcase their global economic reach and drive infrastructure development, India and Indonesia are beginning to advertise bids for the 2032 Olympics, Nikkei reports.
India needs an estimated $700 billion to repair and upgrade its basic infrastructure by 2022 to sustain economic development, Nikkei reports.
India is assessing the security of Chinese firm Huawei's telecommunications equipment as it builds a national 5G network. Despite Huawei's assurances, Indian officials remain worried that the firm's close ties to the Chinese government could allow Chinese intelligence services to exploit vulnerabilities in its technology, reports Nikkei.
On the sidelines of the Group of 20 Summit in Osaka, Prime Minister Narendra Modi held a trilateral meeting with U.S. President Donald Trump and Japanese Prime Minister Shinzo Abe to discuss areas for cooperation on connectivity and infrastructure in the Indo-Pacific, Nikkei reports.
The U.S.-China trade war has spurred ASEAN members to complete the negotiation of the Regional Comprehensive Economic Partnership (RCEP). The Asian leaders will also look to find areas of cooperation in digital infrastructure, reports Nikkei Asian Review.
Cambodia and other nations across Southeast Asia are emerging as vital staging grounds for a new form of power struggle between China and its rivals. The growth of Beijing's vast Belt and Road Initiative since 2013 has galvanized the U.S. and its allies -- including Japan, India and Australia -- and prompted them to draw up infrastructure and security programs of their own, writes Gwen Robinson for the Nikkei Asian Review
Indian Prime Minister Narendra Modi pledged $1.4tn in infrastructure spending for his second term. Modi's infrastructure plan includes 60,000 km of national highways and increasing support for rural development, reports the Nikkei Asian Review.
Huawei has mounted a full-court press to allay India's security concerns about adopting the Chinese telecommunication company's 5G equipment. Bangladesh, Sri Lanka, and Pakistan's enthusiastic integration of Huawei's low-cost equipment into their mobile networks has been heralded by the company as examples of why New Dehli's concerns are overblown, reports Nikkei.
New Delhi is looking to restrict Huawei’s involvement in the country’s 5G network but hopes to do so without appearing to single out the company. One option under consideration is limiting the ban to 5G projects in India’s disputed border areas.
5G services are expected to become widely available in India sometime in the early 2020s, with Deloitte estimating total investment required at $70 billion.
Nepal will use Chinese gauge for a planned nationwide rail network in a move that is expected to intertwine the Himalayan country more deeply with China both economically and strategically. India has opposed the use of China's standard gauge as it tries to build its own influence in Nepal, Nikkei reports.
Saudi Arabia's Crown Prince, Mohammed bin Salman, promised to invest up to $100 billion in India's economy in the coming years, including in areas such as infrastructure, energy, and refining. The Crown Prince's visit to New Delhi follows a stop in neighboring Pakistan, where he signed $20 billion worth of investments in the country's flagging economy. The Crown Prince's next stop? Beijing.
India's largest engineering and construction company reported a better-than-expected 37% jump in third-quarter net profit, helped by a pickup in revenue growth after India's federal budget increased the spending allocation toward infrastructure.
Chinese President Xi Jinping is planning a visit with India's Prime Minister, Narendra Modi, as early as February. President Xi hopes to improve diplomatic relations with India ahead of China's second Belt and Road Initiative Forum in April, Nikkei reports.
Top Indian cement makers are set to witness a boom in demand this year amid increased government spending on affordable housing and infrastructure, reports the Nikkei Asian Review. Analysts peg road construction at the rate of 33 kilometers a day in the next fiscal year.