INFOGRAPHIC CONTACT SHEET Issue date: May 11th–17th 2013 1/2

Race to the bottom

Source: Centre onDynamics of Ethnicity,University of Manchester

*Dissimilarity across 376 local authorities,100%=complete separation,

0%=completely evenly spread

Separation* by ethnicity, England and Wales, %

45

50

55

60

65

70

1991 2001 2011

WhiteCaribbeanAfrican

IndianPakistaniBangladeshi

NHS

Crime/lawand order

A bigger scare

Source: Ipsos MORI

The most important, or one of the mostimportant, issues facing Britain, %

2004 05 06 07 08 09 10 11 12 130

20

40

60

80Economy

Race/immigrationRBS

*For comparison reasons RBS price excludes tenfor one reverse stock split in 2012

It’ll cost you

Source: Thomson Reuters

RBS share price, pence

2009 10 11 12 130

200

400

600AVERAGE PRICE PAID PERSHARE BY GOVERNMENT

Euphrates

Homs

Qusayr

T U R K E Y

ISRAEL

LEBANON

S Y R I A

J O R D A N

I R A Q

Aleppo

Damascus

Deraa

Khirbet GhazalehSweida

Deirez-Zor

Med

iter

rane

an S

ea

Banias

Latakia

GOLANHEIGHTS

Antakya

LargelyAlawitearea

150 km

Tbilisi

R U S S I A

ARMENIAT U R K E Y

B l a c kS e a

ABKHAZIA

AZERBAIJAN

Batumi

Sochi

G E O R G I A

CA

UC

AS

US

CHECHNYA

SOUTHOSSETIA

100 km

1India’s moment

Source: UN Population Division

Working-age population*, bn

*15- to 64-year-olds

0

0.2

0.4

0.6

0.8

1.0

1.2

1.4

1950 60 70 2000 2080 3090 4010 50

Sub-Saharan Africa

India

F O R E C A S T

China

Europe

United States

India’s population byage group and sex, m

60 40 20 0 20 40 6080 80

90+

MALE FEMALE

20102050 forecast

85-8980-8475-7970-7465-6960-6455-5950-5445-4940-4435-3930-3425-2920-2415-1910-145-90-4

3Swimming with the smaller fish

Sources: ASEAN; UNCTAD; The Economist estimates

Inward foreign direct investment in manufacturing$bn

10

0

10

20

30

40

50

60

+

–

1997 200199 03 05 07 09 12

ChinaIndia

Indonesia & VietnamMalaysia & Thailand

2More money under the mattresses

Source: CEIC

India’s gross domestic saving as % of GDP

Fiscal years ending March

0

10

20

30

40

1951 60 70 80 90 2000 12

Total

Excluding savingin physical assets

The sharing economy

Source: Markit

Global securities, lendable value:$trn

2007 08 09 10 11 12 130

4

8

12

16

on loan

available to borrow

to comeSlope of disappointment

Sources: Markit;J.P. Morgan; The Economist

*Values above/below 50 indicatean expansion/contraction

2007 08 09 10 11 12 1335

40

45

50

55

60

65

6

4

2

0

2

4

6

+

–

Purchasing managers’ index*,global composite

World GDP,% change on previous year

Worn out

Source: HSBC *Five-year rolling average

Japan

8

9

10

11

6

3

0

3

6

+

–

1975 80 85 90 95 2000 05 11

Workers per pensionerLabour productivity

% change on a year ago*

Network effects

Sources: Futures Industry Association;Professor Michael Gorham

*Part of CME Groupsince 2007

Volume of futures trading, US exchangesContracts, bn

0

0.5

1.0

1.5

2.0

2.5

3.0

1955 70 80 90 2000 12

CME

CBOT*

Others

Fruits of office

Sources: Edwards Wildman; International Centre for AssetRecovery; Transparency International; media reports

*Estimates †Includes not only wealth illicitly accrued by former regime members butalso assets frozen under UN sanctions, such as those of state-owned institutions

Corruptly obtained assets and their recovery

Looted, $bn* Returned/frozen by other countries Notable extravagances

Muammar Qaddafi 30-80 $3.6bn returned; $25bn frozen† Gold-plated pistol. His Libyan residences were decked out with Pierre Cardin carpets, (Libya 1969-2011) baby-grand pianos, infinity pools and show-jumping circuits

Hosni Mubarak 1-70 $800m frozen Fewer than those of his relatives and cronies, who had a penchant(Egypt 1981-2011) for Spanish villas, at least nine of which have been seized

Zine el-Abidine Ben Ali 3-5 $29m returned from Lebanon; Fleet of 40-plus luxury cars, including a Lamborghini, an armoured Cadillac and a Maybach.(Tunisia 1987-2011) $69m frozen Son-in-law’s pet tiger, kept to amuse guests, was fed four live chickens a day

Sani Abacha 2-5 $160m returned from Jersey, $700m from 34 luxury houses and over 50 luxury cars. One of his sons admitted to keeping $100m in his(Nigeria 1993-98) Switzerland, $198m from Britain Abuja home. His wife was caught trying to leave the country with 38 cash-filled suitcases

Suharto 15-35 Nothing returned; $36m frozen in Guernsey Vast wealth (20-30% of development budget) distributed to relatives in the form(Indonesia 1967-98) of licences and monopolies on everything from cloves to toll roads

Mobutu Sese Seko 5 Nothing returned (new government declined 747s and Concordes chartered for shopping trips with entourage. He built a white-marble (Zaire 1965-97) $2m offer from Mobutu’s lawyers) retreat modelled on Belgium’s Laeken Palace in the jungle village of Gbadolite

Ferdinand Marcos 5-10 $683m returned from Switzerland, $24m from 2,700 pairs of shoes found in his wife Imelda’s closet. She imported Australian white sand(Philippines 1965-86) Singapore and $50m from US civil cases for her beach. 24 suitcases of gold bricks and jewellery were found hidden in nappy bags

Jean-Claude Duvalier 0.3-0.8 Nothing returned; $6m frozen in Switzerland Chateau outside Paris and a Côte d’Azur villa. Drove a Ferrari Testarossa on the Riviera. Blew(Haiti 1971-86) $150,000 on Givenchy clothes and Hermès children’s horse saddles in one shopping spree

Irrawaddy

Salween

Y

Y

Mekong

Indus

T ibetanplateau

I N D I A

C H I N A

The Keeling curveCO2 concentration parts per million

1958 70 80 90 2000 13

300325350375400

Sixty million customers

Source: Selig Centre for Economic Growth

America’s Hispanics:

0

0.5

1.0

1.5

2.0

0

20

40

60

80

1990 95 2000 05 10 1517

income, $trn population, m

F’CAST

11.1Share of America’stotal income, %

5.0

Bainies, brainies and vainies

Sources: Kennedy Consulting Research & Advisory;company websites; press reports; The Economist

*Estimates are from Kennedy Information for the sake of comparability;figures may differ from the firms’ own numbers

Big strategy consulting firms, 2013

Revenue*, Estimated % change Number of revenue*, on a year Employees, countries Alumni, NotableCompany (HQ) 2011, $bn earlier ’000 with offices ’000 alumni

Bain & Company 2.1 17.3 5.5 31 9 Mitt Romney,(Boston) Meg Whitman

Boston Consulting 3.1 14.5 6.2 43 14 Binyamin Netanyahu,Group (Boston) Bob Kagle

McKinsey & Company 5.3 12.4 17 50 26 Sheryl Sandberg,(New York) James Gorman, William Hague

INFOGRAPHIC CONTACT SHEET Issue date: May 11th–17th 2013 2/2

2Terminal decline?

Source: Federal Reserve

US primary dealers’ holdings of corporate bonds, $bn

2001 0302 04 05 06 07 08 09 10 11 12 130

50

100

150

200

250

6Thank heavens for Asia

Source: Dealogic

Global investment banks, share of revenue by region, %

1999

2012

Americas AsiaPacific

Europe, Middle Eastand Africa

54.7 7.8 37.5

44.5 22.5 33.0

6.58

9.94

Total$trn

1Coming down in the world

Source: Knight Capital Group

S&P 500 median bid-ask spread, US cents

2003 04 05 06 07 08 09 10 11 12 13

1.0

1.2

1.4

1.6

1.8

2.0

2.2

2.4

2.6

4A cross to bear

Source: Deutsche Bank*Goldman Sachs, JPMorgan Chase, Bank of America,

Citigroup, Morgan Stanley †Forecast

Big investment banks*, market share by revenue, %

30

40

50

60

2006 07 08 09 10 11 12 13†

Fixed income, currencies and commodities

Equities

5Depleted ranks

Source: Bureau of Labour Statistics

US securities brokerage industry, employees, ’000

2001 02 03 04 05 06 07 08 09 10 11 12 13

300

350

250

200

400

3The heavyweights

Source: JPMorgan *FICC, equities and investment-banking division

Investment banks’ global market share by revenue*, 2014 forecast, %

0 1 2 3 4 5 6 7 8 9 10

JPMorgan Chase

Goldman Sachs

Citigroup

Bank of America

Deutsche Bank

Barclays Capital

Morgan Stanley

HSBC

49% M

ARKET SHARE

*28 large banks †Purchasing-power parity, current prices ‡Total revenues, 18 large banksSources: Bank of England; Boston Consulting Group; IMF; Jorda; Google Trends; Nomura; Schularick and Taylor (2011)

The long and the short of it

Average weekly search volumes for “investment banking”, 100=peak

Bank assets as % of GDP, selected countriesCapital-markets and investment-banking revenue*, $bn

2004 05 06 07 08 09 10 11 12 130

20

40

60

80

100

0

100

200

300

400

500

1870 90 1910 30 50 70 90 2008

Minimum/maximum rangeAverage

0

100

200

300

400

500

600

0

20

40

60

80

100

120

1989 95 2000 05 10 13

World GDP†

$trnTotal investment-banking revenue‡

$bn

0

100

200

300

400

2002 03 04 05 06 07 08 09 10 11 12

Equities salesand trading

Fixed-income salesand trading

Emerging markets Origination and advisory

Onwards and upwards?

Source: Scripps Institutionof Oceanography

*Parts per million,measured at the Mauna

Loa Observatory, Hawaii

CO2 concentration, ppm*

1958 70 80 90 2000 1310

300

320

340

360

380

400

420

T i b e t a np l a t e a u

Ganges

Irrawaddy

Salween

Yellow

Yangzi

Mekong

Brahmaputra

Indus

Amu Darya

Syr Darya

I N D I A

C H I N A

Hi

ma l a y a s

Karakoram

Pam

irs

Dehradun

PermafrostGlacier

500km

Falling or flat?

Sources: Bureau of Labour Statistics; Bureau of Economic Analysis

*All items excludingfood and energy

Core inflation*, % increase on a year earlier

2007 08 09 10 11 12 130

0.5

1.0

1.5

2.0

2.5

3.0

Consumer price index (all urban consumers)

Consumer price index, chain-weightedPrice index of personal consumptionexpenditures (PCE)

Recession-proof jobs

Source: Bureau of Labour Statistics *January-September

Employment, % change on a year earlier

6

4

2

0

2

4

+

–

2001 03 05 07 09 11 12*

Health care and social assistanceTotal industries

Youth* unemployment rates

Source: ILO *15- to 24-year-olds

2013 forecast, %

0 5 10 15 20 25 30

Middle East

North AfricaDevelopedeconomiesWorldSub-SaharanAfricaEast Asia

South Asia