INFOGRAPHIC CONTACT SHEET w05 Issue date: 2013.02.02 1/2

Mexican peso

Solar power

Source: Haver Analytics

Exchange rates against the $, Jan 1st 2007=100

2007 08 09 10 11 12 1380

90

100

110

120

130

140Brazilian realChilean pesoColombian peso

Peruvian nuevo sol

T H A I L A N D

L A O S

M Y A N M A R

C H I N A

I N D I A

Naypyidaw

K A C H I N Y U N N A N

S H A N

Yingjiang

Tengchong

Laiza Nabang

DiantanKunming

Irraw

addy

Oil and gas pipelines(under construction)

200 km

A lighter foot on the pedal

Source: Department for Transport

Drivers exceeding the speed limitBy type of road, %

40

45

50

55

60

65

2001 03 05 07 09 11

30mph roads

Dual carriageways(70mph)

Motorways(70mph)

Hero to zero to not bad

Source: Nicholas Crafts

Real GDP per person, highest=100

0

20

40

60

80

100

1870 1979 2007

UnitedStates

Britain GermanyFrance

S E R B I A

M A C E D O N I AM A C E D O N I A

Pristina

ALBANIAALBANIA

K O S O V O

MONTENEGRO Mitrovica

Presevo

Ethnic-Albanianmajority populationParts of Kosovowith Serb majoritypopulation 50 km

After Tahrir

Source:The Economist

January 25th 2011: Protests against policebrutality demand end to Emergency Law.Crowds in Tahrir Square brutally dispersed

February 11th 2011: Hosni Mubarak removed.Supreme Council of Armed Forces (SCAF) steers transition todemocracy with opposition too fractious to propose alternative

January 28th 2013:Clashes in Cairo, Alexandria and Suez.

Mr Morsi re-imposes Emergency Lawand curfews in three cities

March 19th 2011: Referendum on SCAFtransition plan calls for parliamentaryelections followed by presidential elections.Islamists back the plan; non-Islamistsreject it. Referendum passes by 77%

November 28th 2011-February 22nd 2012:Parliamentary elections. Muslim Brothers andallied Salafists win 70% of lower house.Islamists win 83% of upper house. 72 die infootball riots, suspicions of police complicity

May 23rd-June 17th 2012: Presidential elections.Muhammad Morsi wins 52% in 2nd round, but SCAF trims

presidential powers while courts disband lower house.Parliament appoints a new constituent assembly, tilted

to Islamists. Mr Mubarak sentenced to prison on June 2nd

November 30th 2012:Islamist-dominated assembly

passes controversial constitution.Referendum called despite protests.

Passes three weeks later by 64% but voterturnout is low. Non-Islamist opposition

forms National Salvation Front

J F M A M J J A S O N D

2011

J F M A M

2012J J A S O N D J

2013

Just another boring insurer

Source: Thomson Reuters

AIG’s market value, $bn

1973 80 85 90 95 052000 10 130

50

100

150

200

250

GOVERNMENT PREFERRED SHARESCONVERTED TO COMMON SHARES

More, please

Sources: Bloomberg; Thomson Reuters

Indian equityraising, $bn

*January 1st-30th

2000 02 04 06 08 10 13*0

2

4

6

8

10

12

0

5,000

10,000

15,000

20,000

25,000

30,000

BSE Sensex index1978-79=100

Turn again

Source: Thomson Reuters

MSCI value indices as % of MSCI growth indicesJanuary 1st 1997=100

1997 2000 05 10 1340

60

80

100

120

140

160

180

US

Europe

The Big Mac index

Sources: McDonald’s; The Economist

*At market exchange rates (Jan 30th 2013)†Weighted average of member countries

‡Average of four cities §Average of five cities**Maharaja Mac

Local currency under(-)/over(+) valuationagainst the dollar, %

80 40 0 40 80+–

Norway

Switzerland

Brazil

Canada

Australia

Euro area†

United States‡

Britain

Japan

Mexico

Indonesia

China§

Russia

Egypt

Hong Kong

South Africa

India**

Big Mac price*, $

7.84

7.12

5.64

5.39

4.90

4.88

4.37

4.25

3.51

2.90

2.86

2.57

2.43

2.39

2.19

2.03

1.67

nil

Metals

Sources: London Metal Exchange; The Economist

Jan 3rd 2012=100, $ terms

J F M A M J J A S O N D2012

J2013

80

90

100

110

120

130The Economist metals index

NickelTin Copper

Sunken treasure

Sources: TeleGeography; The Economist *Apple Store

Submarine telecoms capacityBandwidth in use, terabits per second

0

10

20

30

40

50

60

70

1997 98 99 2000 01 02 03 04 05 06 07 08 09 10 11 12

Trans-AtlanticTrans-Pacific

US-Latin AmericaIntra-Asia

Europe-AsiaEurope-Sub-Saharan Africa

YOUTUBEFOUNDED

CABLE OPERATORSUPGRADE INFRASTRUCTURE

CABLE OPERATORSLAY NEW LINES

SKYPERELEASED

BITTORRENT FILE-SHARING BEGINS

WIKIPEDIABEGINS

AOL INTRODUCESINSTANT MESSAGING

GOOGLEFOUNDED

FACEBOOKREACHES

250m USERS

NETFLIXSTREAMING

VIDEO

iPADRELEASED

40bn APPDOWNLOADS*MILESTONES IN WEB HISTORY

ICELAND

FINLAND

SVALBARD(to NORWAY)

C A N A D A

R U S S I A

B e r i n gS e a

B a r e n t s

S e a

PACIFIC OCEAN

A T L A N T I C O C E A N

Sea ofOkhotsk

A L A S K A (to UNITED STATES)

G R E E N L A N D (to DENMARK)

Faroes(to DENMARK)Hans Island

ARCT

IC C

IRCL

E - 6

6.6°N

N O R W A Y

SWEDEN

Chukchi Sea

BeaufortSea

LincolnSea

A R C T I C

O C E A N

NorthPole

CopenhagenTromso

Nuuk

DENMARK

1979-2000 average

Summer sea-ice extent:

Source: NSIDC

September 16th 2012

Possible shipping routes:Northern Sea Route(North-east passage)

North-west passage

Offshore nationalboundaries

Source: IBRU, Durham University

200-nautical mile limit

Kurdish are

Baghdad

Ankara

MediterraneanSea

IRAN

S Y R I ACYPRUS

I R A Q

JORDAN

T U R K E Y

S A U D IA R A B I A

EGYPT

ISRAEL

LEBANONDamascus229,000

163,000

79,000

223,00014,000

Zaatari

Aleppo

250 km

Syrian refugees registered orwaiting to register with UNHCR*

*Jan 28th, 2013Source: UNHCR

Highly charged

Sources: US Energy Information Administration; McKinsey analysis *2011 average

Competitiveness of different vehicle technologies in the US, based on total cost of ownership

Fuel price*$ per US gallon

Fuel price*$ per litre

Battery prices*, $ per kilowatt hour (kWh)

0

1

2

3

4

5

6

0

0.2

0.4

0.6

0.8

1.0

1.2

1.4

150 200 250 300 350 400 450 500 550 600 650 700

Internal-combustion engines

US prices today

Battery only

Plug-in hybrids

US prices today

Getting away with murder

Source: Bureau of Labour Statistics

US inflation, January 2001=100

2001 03 05 07 09 11 1290

100

110

120

130

140

150

160

Consumer prices

Legal services

A L G E R I A

M A U R I T A N I AM A L I

GHANA

NIGERIA

TOGO

BURKINA FASOG U I N E A

Bamako

GaoGaoTimbuktuTimbuktu

Niger

Diabaly

KidalKidal

BENIN

Mopti

Ségou

Area previouslycontrolled by jihadists

Tuaregarea

500 km

INFOGRAPHIC CONTACT SHEET w05 Issue date: 2013.02.02 2/2

United StatesNet international migration, m

0

0.3

0.6

0.9

1.2

2002 04 06 08 10 12Years ending June

na

BritainNominal GDP, £trn

2000 02 04 06 08 10 12

0.81.01.21.41.6

It can be done

Source: IMF *Estimate †Forecast

Sweden’s government spendingAs % of GDP

1

45

50

55

60

65

70

1990 95 2000 05 10*13†

NORWAY

DENMARK

SWEDENFINLAND

Greenland(To Denmark, notto scale)

Spitsbergen(To Norway)

GDP, average annual Population GDP per person growth rate 2012, m 2012, $’000 2002-12, %

Denmark 5.6 55.4 0.6

Finland 5.4 45.5 1.6

Norway 5.0 99.3 1.6

Sweden 9.5 54.9 2.2

All figures are estimates

< 1.0 - 8.0

8.0 - 12.5

12.5 - 25.0

25.0 - 100.0

> 100.0

Average population density per km²2011

200 km

Gross government debtAs % of GDP, 2012 estimate

United States

European Union

Finland

Norway

Denmark

Sweden

0 20 40 60 80 100 120

Sources: IMF; national sources; Nordregio & NLS Finland; Fraser Institute; OECD

Economic-freedom ratings10=maximum

5

6

7

8

9

1970 75 80 85 90 95 2000 05 10

United States

Sweden

Finland Norway

Britain

Denmark

Top of the class

Sources: World Economic Forum; World Bank; INSEAD and World Intellectual Property Organisation; TransparencyInternational; UNDP; Legatum

*Based on equal weightingof indices †2011 ranking

2012 index rankings Global Ease of Corruption Human Overall compet- doing Global percep- develop- rank* Country itiveness business innovation tions ment† Prosperity

1 Sweden 4 13 2 4 10 3

2 Denmark 12 5 7 1 16 2

3 Finland 3 11 4 1 22 7

4 Norway 15 6 14 7 1 1

5 Switzerland 1 28 1 6 11 9

6 New Zealand 23 3 13 1 5 5

7 Singapore 2 1 3 5 26 19

8 United States 7 4 10 19 4 12

9 Netherlands 5 31 6 9 3 8

10 Canada 14 17 12 9 6 6

11 Hong Kong 9 2 8 14 13 18

12 Australia 20 10 23 7 2 4

13 Britain 8 7 5 17 28 13

14 Germany 6 20 15 13 9 14

15 Ireland 27 15 9 25 7 10

Fabulous Finns

Source: OECD PISA *Mean PISA score for all countries

Education performance of 15-year-olds, selected countries Mean score in science

2

450 475 500* 525 550 575

Finland

South Korea

Australia

Germany

United States

Norway

Denmark

Sweden2000

2009

Vital channels

Source: US Army Corps of Engineers

Commodities shipped via inland waterwayTonnes m, 2010

0 100 200 300

Petroleum and petroleum products

Coal

Crude materials (excl. fuels)Food & farm productsChemical & related productsPrimary manufacturesMachinery & equipment

Waste & scrap

Where there’s a will

Sources: Bureau of EconomicAnalysis; Census Bureau *Years ending June

0

0.3

0.6

0.9

1.2

4

2

0

2

4

+

–

2000 02 04 06 08 10 12

Net internationalmigration, m*

GDP, % change onprevious year

na

The long haul

Sources: Bureau of Economic Analysis; Bureau of Labour Statistics

Non-farm payroll, change on previous month, ’000GDP, % change on previous quarter at annual rate

2000 02 04 06 08 10 129

6

3

0

3

6

9

+

–

2000 02 04 06 08 10 12900

600

300

0

300

600

+

–

Two winners take it all

Source: Kantar Worldpanel

Smartphone salesBy operating system market share, Q4 2012, %

0 20 40 60 80 100

United States

Urban China

Japan

EU 5

iOS Android RIM Windows Other

ROMANIAFRANCE

SPAIN

PORTUGAL

P

PP

P P

P

P

P

P

P

GERMANYBELGIUM

LUX.

AUSTRIA*

SLOVENIA

CROATIA

HUNGARY

SLOVAKIA

NETHER-LANDS

POLAND

UKRAINE

ESTONIA

LATVIA

TURKEYGREECE

BRITAIN

BULGARIASERBIA†

SWEDENDENMARK

What shale we do?

Sources: International Energy Agency; KPMG; press reports

P

P

P

P

PP

P

P

CZECH REP.

BELARUS

NORWAY

LITHUANIA

MOLDOVA

BOSNIA

Extraction:

Banned/moratoriumAllowed

P Allowed &permits issued

Shale-gas basins

*Restrictive laws†Bids for permits invited

2012

US GDP

Source: Bureau of Economic Analysis

% change on previousquarter at annual rate

2009 10 11 126

4

2

0

2

4

+

–

Inflated costsJanuary 2001=100

2001 03 05 07 09 11 12

100

120

140

160

80

Consumer prices

Legal services

Egalitarians all

Source: OECD *0=perfect equality, 1=perfect inequality

Gini coefficient of income inequality*Selected countries, late 2000s

0 0.1 0.2 0.3 0.4 0.5

Mexico

Turkey

United States

Britain

Japan

Spain

OECD average

Germany

Finland

Sweden

Norway

Denmark

Source: Thomson Reuters *Estimate

Nokia’s market capitalisation As % of Finland’s GDP

2005 06 07 08 09 10 11 12 *0

10

20

30

40

50

60

Source: European Commission *Including the press, political parties, national government, the EU and UN

Public trust in institutions*November 2012, % responding “tend to trust”

0 10 20 30 40 50 60

Finland

Denmark

Sweden

EU-27

Russia