【出版时间及名称】：2009年12月  The Long-Term Outlook for the BRICs and N-11 Post Crisis
【作者】：GS
【文件格式】：PDF
【页数】：28
【目录或简介】：Contents

Summary 3
  Section 1. Where We Stand on the BRICs and N-11 4
  Section 2. The BRICs and N-11 in the Aftermath of the Crisis 6

2.1 BRICs and N-11 Global Importance Continues to Rise 6
Higher growth contribution 6
Increasing trade shares 8
Rebalancing current accounts 8
Domestic demand and economic resilience 9

2.2 BRICs Market Performance in Context 10
Deeper falls and sharper bounces in equities 10
Currency performance 11
Powerful new signs in terms of monetary policy 11

Section 3. Our 2009 GES for the BRICs and N-11 13
Technology posts significant improvement; macro stability deteriorates 15
Differential BRIC performance on GES 15
Higher GES for seven of the N-11 countries 16
GES and crisis performance 17
Box 1. Where is the GES Heading? 19

Section 4. How the BRICs Stand Compared with What We Predicted 21
Box 2. Some Key Things about Our 2050 Projections 21
4.1 Upside Surprises to Our Growth Projections 22

Section 5. An Update on Crude and Cars 24
5.1 Higher Auto Market Potential in Brazil and India 24
5.2 China and Global Energy Demand 25

Conclusion 27