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