How the US financial crisis will impact the BRICs

Assumptions and Evidence

Recent Trusted Sources publications on themes highlighted in this study

China

Lie of the land , 03 Sep 2007

Why land is an essential policy focus for Beijing - and for investors

Grain protectionism , 27 Jul 2007

Where politics and economics clash

China trade and the chattering politicians , 23 Jul 2007

China's surpluses are soaring, but it's the structural changes that provide the road map to future trade trends

The challenges of carnivorous China , 18 Jul 2007

More meat comes at a price

Timid GM sprouts , 13 Jul 2007

Why is China moving so slowly on GM food production?

China's corn conundrum , 29 Jun 2007

The constraints on meeting demand

Hu's second-term test , 04 Jun 2007

Appointments at the top will determine policy implementation

China's value chains , 31 May 2007

The retail surge

Consuming changes , 25 May 2007

The Chinese who are buying, and those who are not

India

Wholesale liberalisation , 27 Aug 2007

Contract farming reflects deeper shifts in Indian agriculture

Building on growth , 16 Aug 2007

India's real estate boom is based on strong foundations

The food inflation problem , 09 Jul 2007

Short-term respite to a long-term supply issue

India's food retail revolution , 07 Jun 2007

The advent of modern trade signifies much more than simply a dynamic new sector

Market forces loosed on the rupee , 28 May 2007

The political cost of inflation is bringing about a sea change in exchange rate policy

Looking beyond the rupee , 10 May 2007

Is a weak currency necessary for rapid export growth?

Inflation clampdown and more , 11 Apr 2007

The framework of Indian monetary policy may be at a turning point

The market has to lead , 03 Apr 2007

India's growth challenge

Russia

Russian meat: a global leader of sorts , 24 Aug 2007

Despite high and arbitrary protectionism, Russia remains a strong import-dominated market

New policy responses to Russia's inflation , 03 Aug 2007

Ruble appreciation is not the widely supposed fix for an economy now overheating from within

Construction materials: a core story , 27 Jul 2007

The sector highlights the growing pains – and the pleasures – of Russia’s capital deepening

Real estate spurs Russia's economic growth , 29 Jun 2007

Despite the construction frenzy, no supply gluts in sight

A good place to sell cars , 21 May 2007

Russians are buying mainly foreign cars, increasingly assembled in Russia

New budget boosts long-term stability , 23 Mar 2007

Fundamental institutional changes set to transform Russia's fiscal management

Russian agriculture: a new business , 15 Feb 2007

A growth story is emerging here in the teeth of many distractions

Brazil

Brazil's strong real and its impact on economic policy , 05 Sep 2007

Currency appreciation will not deter the Lula administration from pursuing its course

Brazil's oil revolution , 17 Aug 2007

The end of the state monopoly on exploration and production has revolutionised the oil industry

Credit powers Brazil's auto industry , 09 Aug 2007

Investments in capacity are on the horizon

Brazilian banks: small is beautiful , 11 Jul 2007

Nimble smaller banks are thriving in the new lending environment

Brazilian beef bonanza , 08 Jun 2007

Brazil is entrenching its leadership in the global beef industry

Lower interest rates prompt mortgage lending boom , 24 May 2007

Mortgage credit is trickling down to low income groups

Sugar power , 25 Apr 2007

Cogeneration earnings growth in prospect for Brazil's sugarcane industry as electricty prices rise

Brazil's growing consumer class , 16 Apr 2007

Brazilians of all class are enjoying a increase in consumption

GMI

Global protein outlook , 23 Aug 2007

Increased protein demand from the BRICs presents both opportunities and challenges for meat producers and exporters

New policy responses to Russia's inflation , 03 Aug 2007

Ruble appreciation is not the widely supposed fix for an economy now overheating from within

Fertile ground , 02 Aug 2007

The biofuel craze has led to a boom in fertiliser consumption

Trading worries , 26 Jul 2007

The implications of the Doha Round’s likely demise

China trade and the chattering politicians , 23 Jul 2007

China's surpluses are soaring, but it's the structural changes that provide the road map to future trade trends

Biofuel backlash , 17 Jul 2007

The chorus of critics grows louder

The new protectionism , 04 Jul 2007

Sovereign wealth funds have raised the spectre of protectionism, but the concerns are futile

The weakest link , 26 Jun 2007

The hidden costs for US companies of the China supply chain

Feeding the masses , 15 Jun 2007

Rising incomes in India and China will spur oilseed and meat imports

Learning to love stronger currencies , 06 Jun 2007

Politics force BRIC governments to prioritize inflation reduction over cheap currencies

Why global inflation will rebound , 25 May 2007

Global inflation is re-emerging, driven by the economic impact of China and other BRICs on global supply chains

China at the helm , 24 May 2007

Chinese demand for iron ore and coal propels global shipping

New budget boosts long-term stability , 23 Mar 2007

Fundamental institutional changes set to transform Russia's fiscal management