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Introduction 5
Section One: The BRICs
Chapter One 9
India’s Rising Growth Potential
Chapter Two 27
Russia: A Smooth Political Transition
Chapter Three 45
Will China Grow Old Before Getting Rich?
Chapter Four 59
China’s Investment Strength Is Sustainable
Chapter Five 73
The ‘B’ in BRICs: Unlocking Brazil’s Growth Potential
Chapter Six 85
You Reap What You Sow: Our Growth Environment Scores
Chapter Seven 103
Why the BRICs Dream Won’t Be Green
Chapter Eight 109
Why the BRICs Dream Should Be Green
Chapter Nine 115
Building the BRICs: Infrastructure Opportunities
Chapter Ten 121
Women Hold Up Half the Sky
Section Two: Beyond the BRICs
Chapter Eleven 129
The N-11: More Than an Acronym
Chapter Twelve 151
Current Answers (and Questions) About BRICs and the N-11
Chapter Thirteen 159
Beyond the BRICs: A Look at the ‘Next 11’
Chapter Fourteen 165
The GCC Dream: Between the BRICs and the Developed World
Section Three: The New Global Markets
Chapter Fifteen 183
Bonding the BRICs: The Ascent of China’s Debt Capital Market
Chapter Sixteen 205
Bonding the BRICs: A Big Chance for India’s Debt Capital Market
Chapter Seventeen 225
Is Wall Street Doomed?
Chapter Eighteen 235
Sovereign Wealth Funds Highlight the Changing World—and the
Need for More
Chapter Nineteen 245
Globalisation and Disinflation: Can Anyone Else ‘Do a China’?
Chapter Twenty 257
BRICs and Global Commodities Markets
Chapter TwentyOne 263
Food, Glorious Food: Agricultural Commodities
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