Book: BRICs and Beyond

Nov 2007 Source: Global Investment Research

A collection of research papers on the BRICs phenomenon and its impact on the global economy

The Goldman Sachs Global Economics Department has recently released BRICs and Beyond. This book compiles our recent research on the BRICs—Brazil, Russia, India and China—and the changing nature of the global economy.

It is now six years since we coined the term ‘BRIC’ in our Global Economics Paper, ‘Building Better Global Economic BRICs’, published on November 30, 2001. Since then, these countries’ equity markets have seen a remarkable increase in their value: Brazil has risen by 369%, India by 499%, Russia by 630%, and China by 201%, using the A-share market, or by a stunning 817% based on the HSCEI.

BRICs and Beyond Introduction [PDF, 106 KB]

Section One: The BRICs
Chapter 1: India's Rising Growth Potential [PDF, 459 KB]
Chapter 2: Russia: A Smooth Political Transition [PDF, 419 KB]
Chapter 3: Will China Grow Old Before Getting Rich? [PDF, 348 KB]
Chapter 4: China's Investment Strength Is Sustainable [PDF, 393 KB]
Chapter 5: The 'B' in BRICs: Unlocking Brazil's Growth Potential [PDF, 321 KB]
Chapter 6: You Reap What You Sow: Our 2006 Growth Environment Scores [PDF, 383 KB]
Chapter 7: Why the BRICs Dream Won't Be Green [PDF, 286 KB]
Chapter 8: Why the BRICs Dream Should Be Green [PDF, 288 KB]
Chapter 9: Building the BRICs: Infrastructure Opportunities [PDF, 270 KB]
Chapter 10: Women Hold Up Half the Sky [PDF, 315 KB]

Section Two: Beyond the BRICs
Chapter 11: The N-11: More Than an Acronym [PDF, 832 KB]
Chapter 12: Current Answers (and Questions) About BRICs and the N-11 [PDF, 270 KB]
Chapter 13: Beyond the BRICS: A Look at the 'Next 11' [PDF, 316 KB]
Chapter 14: The GCC Dream: Between the BRICs and the Developed World [PDF, 367 KB]

Section Three: The New Global Markets
Chapter 15: Bonding the BRICs: The Ascent of China's Debt Capital Market [PDF, 407 KB]
Chapter 16: Bonding the BRICs: A Big Chance for India's Debt Capital Market [PDF, 397 KB]
Chapter 17: Is Wall Street Doomed? [PDF, 272 KB]
Chapter 18: Sovereign Wealth Funds Highlight the Changing World [PDF, 271 KB]
Chapter 19: Globalisation and Disinflation: Can Anyone Else 'Do A China'? [PDF, 303 KB]
Chapter 20: BRICs and Global Commodities Markets [PDF, 212 KB]
Chapter 21: Food, Glorious Food: Agricultural Commodities [PDF, 285 KB]

BRICs and Beyond - full document [PDF, 4 MB]

Jim O'Neill
Jim is chairman of Goldman Sachs Asset Management (GSAM). As chairman, he is involved in helping guide all aspects of GSAM’s business around the world.