INFOGRAPHIC CONTACT SHEET Issue date: June 29th– July 5th 2013 1/2
Running to stand still
Sources: ONS; IMF
British goods exports to:£bn
*Excluding Asian economies
Goods exports to China*2012, %
1998 2001 03 05 07 09 11 130
0.5
1.0
1.5
2.0
2.5
3.0
China
Brazil
Italy
0 1 2 3 4 5 6 7
United StatesAustraliaGermanySaudi ArabiaBrazilRussiaAngolaFranceIranCanadaChileBritain
*Compound average growth rate
Not a group to mess with
Source: IMF *2012-13 estimates
GDP forecasts, average annualgrowth rate 2013-18, %
0 2 4 6 8
Nigeria
Bangladesh
India
Sri Lanka
Ghana
Pakistan
World
EU
GDP, 2018forecast*, $bn
420
205
2,980
100
70
290
97,600
19,750
Reasonably fabulous
Source: BBC Worldwide
BBC Worldwide, £bn
0
0.2
0.4
0.6
0.8
1.0
1.2
2002 04 06 08 10 12
Revenue Returns to BBC
Soaring and diving
Source: CEIC
Chinese share prices and interest rates
Apr May Jun
2013
0
5
10
15
2,100
2,300
2,500
2,700
Overnight SHIBOR rate%
CSI 300 stockmarket indexDec 31st 2004=1,000
Bumping along
Source: Eurostat *Forecast
GDP, % change on previous year
6
4
2
0
2
4
6
+
–
1999 01 03 05 07 09 11 13*
Portugal Euro-area average
Rising into the future
Source: Bill & Melinda Gates Foundation
US venture-capital and growth investmentsin education
0
0.3
0.6
0.9
1.2
1.5
0
40
80
120
160
200
1995 2000 05 10 12
Capital flows, $bn Number of transactions
Risk free?
Source: BIS*Following a hypothetical 3-percentage-point
increase across all maturities
Estimated change in the value of governmentbonds as % of GDP*
1990 95 2000 05 10 1240
30
20
10
0–
France ItalyJapanBritain
United States
Fallen hero
Source: Thomson Reuters
Currencies against the $, Jan 1st 2013=100
Jan Feb Mar Apr May Jun2013
90
95
100
105
110Mexican peso
Brazilian real
Colombian peso
Chilean peso
1Sliding floors
Source: Thomson Reuters
Indian rupee against the dollar
1993 95 97 99 01 03 05 07 09 11 13
60
50
40
30
Inverted scale
70
20
2Champions atrophy
Source: CEIC
India’s GDP and fixed investment% change on previous year
2005 06 07 08 09 10 11 12 1310
5
0
5
10
15
20
25
+
–
GDP
Gross fixed capitalformation
Could do much better
Source: The Economist
India’s reform report cardIssue Aim Grade Comment
Public finances Avoid a debt spiral B Progress. Fuel subsidies cut. A deficit of 7% expected this year. Pre-election splurge a risk
Power generation Address fuel shortages B Useful tinkering. No liberalisation of state monopolies and bust distributors in coal and in power distribution
Foreign direct Ease rules for B Rules eased for supermarkets and airlines but fine printinvestment foreign investors proving a problem
Goods & services tax Simplify thickets of B Endless negotiations. Action probably postponed local levies until after election in mid-2014
Current-account Reduce uncomfortably C Fell to 3.6% of GDP in quarter to March from all-time high deficit large deficit but may worsen again. Gold imports still a problem
Land reform Make it easier to buy land C Bill yet to be enacted. Industry worried it might make setting up factories harder
Committee on Fast-track stalled projects C Looks like a gimmick. Lots of spin.investments Few “shovel-ready” projects cleared
State banks Clean up bad debts C Extend and pretend is the de-facto policy at state banks preventing capex recovery
Retroactive tax grabs Cancel claim on Vodafone D Talk but no action yet and others
Taper tantrums
Source: Thomson Reuters *MSCI
Selected assetsMay 22nd-June 26th 2013, % decrease, $ terms
20 15 10 5 0–
Greece ten-yeargovernment bonds
Emerging-marketequities*
Australian equities*
Silver
Portugal ten-yeargovernment bonds
Palladium
Land grabs
Sources: OECD; IMF
OECD tax revenue as % of total General-government recurrent taxeson immovable property as % of GDP
0
10
20
30
40
1965 80 90 2000 10
Income tax
Recurrent taxes onimmovable property
Value-addedtaxes
0 1 2 3 4
BritainUnited StatesCanadaFranceRussiaHigh incomeItalyChinaGermanyMiddle incomeBrazil
12.1
16.8
11.6
9.4
4.4
4.5
2.0
2.9
2.1
2.1
1.7As % of
tax revenue
Foreign direct investment
Source: UNCTAD
Inflows, $trn
0
0.5
1.0
1.5
2.0
2007 08 09 10 11 12
Asia Europe Latin America & CaribbeanNorth America Africa Rest of world
China’s total lendingAs % of GDP
2003 05 07 09 11 13
100125150175200
CO2 energy emissionsTonnes bn
0
3
6
9
1980 90 2000 11
United States
China
Europe
INFOGRAPHIC CONTACT SHEET Issue date: June 29th– July 5th 2013 2/2
Royal rule is risky
Source: The Economist
Fallen Arab monarchs
Abdullah I (Jordan, 1951) Assassinated
Farouk (Egypt, 1952) Ousted in coup
Faisal II (Iraq, 1958) Ousted and murdered
Imam al-Badr (Yemen, 1962) Ousted in coup
Saud (Saudi Arabia, 1964) Deposed by brother
Shakhbut al- (Abu Dhabi, 1966) Deposed by brotherNahyan
Idris (Libya, 1969) Ousted in coup
Said bin Taimur (Oman, 1970) Deposed by son
Ahmed al-Thani (Qatar, 1972) Deposed by cousin
Faisal (Saudi Arabia,1975) Assassinated by nephew
Khalifa al-Thani (Qatar, 1995) Deposed by son
The new normal
Sources: NBC News/Wall Street Journal; Gallup poll
Should same-sex marriages be recognised by law asvalid, with the same rights as traditional marriages?% replying
1996 2000 05 10 130
10
20
30
40
50
60
70
Should be valid
Should not be valid
No traction for affirmative action
Source: Washington Post/ABC News poll, June 9th-13th 2013
Do you support or oppose allowing universitiesto consider applicants’ race as a factor indeciding which students to admit?% replying
0 20 40 60 80
Support
Oppose
Strongly Somewhat
Double trouble
Source: EndersAnalysis
*Britain, France, Germany, Italy and Spain†Without cuts in mobile termination rates
Mobile-services revenue in the biggest Europeanmarkets*, % change on previous year
2011 12 1310
8
6
4
2
0
2+
–
Without regulatory effect†
Actual
Surgery required
Source: International Federation of Health Plans
Average hospital costs per patient per day2012, $’000
0 0.5 1.0 1.5 2.0
United States
Australia
New Zealand
Chile
France
Netherlands
South Africa
Spain
Argentina
4.3
to comeChina’s:
Sources: Thomson Reuters; Bloomberg
2013
8580
9095
100105110
3.54.04.55.05.56.0
stockmarketShanghai compositeJan 1st 2013=100
three-monthShanghai interbank
offered rate
M A L A Y S I A
I N D O N E S I A
R I A U
J O H O R
SINGAPORE
S t r a i t o f M a l a c c a
Kuala Lumpur
Forest fires
Source: NASA
100 km