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INFOGRAPHIC CONTACT SHEET W04 Issue Date: 2013.01.26 1/2

INFOGRAPHIC CONTACT SHEET W04 Issue Date: 2013.01.26 1/2

CONTACT SHEET w04 Issue date: 2013.01.26 1/2

V for vendetta Off the beaten track Barrios family murders Private sector Output per worker Victim (age) Circumstance Date % change on a year earlier Quarters after start of recession=100 Benito Antonio Barrios (28) Arrested and later shot by police Aug 28th 1998 Employment Output 4 10 115 Narciso Barrios (23) Shot several times by police after protesting the arrest of his nephew Dec 11th 2003 1990 Q2 Luis Alberto Barrios (na) Shot seven times in the backyard of his house by masked men Sep 9th 2004 2 5 110 Rigoberto Barrios (15) Shot eight times. Died in hospital ten days later Jan 9th 2005 + + 1979 Q4 Óscar José Barrios (22) Shot six times allegedly by state police Nov 28th 2009 0 0 105 – – 1973 Q2 Wilmer José Flores Barrios (19) Shot several times by unknown assailants Sep 1st 2010 2 5 100 Juan José Barrios (28) Shot several times by two men dressed in black May 28th 2011 Víctor Tomás Navarro Barrios (17) Shot while returning home from a visit to relatives Jun 9th 2012 4 10 95 2008 Q1 Jorge Antonio Barrios (24) Shot and killed by an unknown assailant. Eldest son of Benito Dec 15th 2012 6 15 90 Néstor Caudi Barrios (25) Shot and wounded but survived Jan 2nd 2011 2000 02 04 06 08 10 12 0 2 4 6 8 10 12 14 16 17 Source: The Source: ONS

European yawn The common market/EU/single currency is one of the Labour’s lost ETF flow home Out of the bottle most important issues facing Britain, % agreeing ’s working-age population* Global exchange-traded funds, net flows by asset Gini coefficients, Maximum income inequality=1 Change on previous year, m $bn Latest 50 0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 2010 2011 2012 20 South Africa 40 0 20 40 60 80 100 120 15 Brazil Developed-markets 30 equities 10 20 North American China equities 5 10 + Other developed- 0 markets equities Britain 0 – 1990 95 2000 05 10 12 5 European equities Source: Ipsos MORI 2003 04 05 06 07 08 09 10 11 12 Japan Source: Nomura *15- to 59-year-olds Fixed income Emerging-markets Sources: National Bureau of Statistics; OECD; equities ? Poor prospects Sahel countries Doddery Source: BlackRock GDP per HDI Japan’s: Pop Agricultural person, rank*, m, 2012 land,% 2012, $ 2011 real interest rate*, % GDP, % change Mauritania 3.6 38.5 1,130 159 on previous year as % of GDP MSCI world stockmarket Mali 16.3 33.7 590 175 6 240 January 1st 2012=100 † Burkina 17.4 43.7 590 181 120 Faso 4 200 † 15.6 34.6 420 186 2 160 110 + Chad 10.7 39.2 910 183 0 120 33.5 57.5† 1,540 169† – 2 80 100 South Sudan 10.4 – 1,100 – 4 40 The Old World Sources: IMF; *Human Development , EU27 90 World Bank; out of 187 countries 6 0 2012 2013 † Old-age dependency ratio, UNDP Before independence of South Sudan 1990 95 2000 05 10 12 Population number of people aged 65 and Sources: CEIC; IMF *TIBOR †Estimate aged 20-64, m over as % of 20- to 64-year-olds 325 60

300 50 Buy the numbers Projected ten-year inflation-adjusted returns 275 40 MSCI world stockmarket Dec 31st 2012, annual % change, low/high range January 1st 2012=100 250 30 Sayonara, seigniorage 120 Asset United States Britain FORECAST Federal Reserve remittances to Treasury, $bn 110 Cash -0.25/1.50 0.50/1.75 0.75/2.50 225 20 * 100 Gov’t bonds -4.00/1.25 -2.50/1.25 -3.75/0.50 100 1985 2000 10 20 30 40 50 60 Credit* -3.00/3.25 -2.75/3.00 -3.50/2.50 PROJECTIONS* 90 80 Source: Eurostat *Estimate 2012 2013 Equities -1.00/8.00 0.75/9.50 1.00/9.00 Property 0.25/8.75 1.00/9.50 nil/8.00 60 Source: Standard *Investment-grade Life Investments corporate bonds 40 20

0 Football 2001 05 10 15 20 25 Revenue, 2011-12 season, ¤m Broadcasting Commercial Match day Cheering portents Source: “The Federal Reserve’s Balance- *Based on consensus Sheet and Earnings: A Primer and expectations of 0 100 200 300 400 500 Key economic indicators Inauguration day Projections”, by Seth Carpenter et al Fed policy 2009 2013 Real Madrid 71.2 Dow Jones Industrial Average* 7,949.1 13,649.7 Barcelona 75.1 six-month ending, % change -30.9 5.7 Manchester United 75.4 VIX market volatility (”fear index”)* 46.1 12.5 Bayern Munich 69.9 Unemployment rate, % 7.3 7.8 Chelsea 41.5 Output gap†, % 4.5 5.5 Arsenal 60.0 Payroll growth, monthly ’000s -478 160 average for previous six months Manchester City 47.0 Aggregate economic performance GDP per person (2005 dollars) 42,160 43,395 AC Milan 48.5 By re-elected presidents during each term Consensus GDP growth -1.2 2.0 Liverpool 44.3 forecast for coming year, % % change at annual rate, 1901-2009 First term Second term Juventus 35.8 Publicly held debt, % of GDP* 44.8 73.3 Average 2 – 0+ 2 4 6 8 10 Borussia Dortmund league-match 79.9 *Latest data before inauguration attendance, † Industrial Sources: BLS; CBO; Latest quarter’s annualised GDP production* Internazionale ’000 44.6 Factiva; The Economist; versus CBO’s most recent (From 1921) Treasury Department estimate of potential GDP Source: Deloitte Federal debt†

GDP

Stockmarket ETS carbon price (S&P 500) ¤ per tonne Household The lurch back to the centre income* Seats in the Knesset, 2013* (2009) Total seats: 120 20 (From 1915) Arab-Israeli: Left and Religious: Right: Unemployment 15 † United National Democratic centre: United rate Arab List Assembly Yesh Torah Likud- Jewish National (Islamists) (Balad) Hadash Meretz Labour Hatnua Kadima Atid Judaism Shas Beitenu† Home Union‡ 10 Real house 5 (4) 3 (3) 4 (4) 6 (3) 15 (13) 6 (-) 2 (28) 19 (-) 7(5) 11 (11) 31 (42) 11 (3) - (4) prices 5 Sources: BEA; BLS; Census Bureau; *Estimated for 2013 IrrationalExuberance.com; Measuring T. Roosevelt and 0 Worth; NBER; US Treasury; World Wilson presidencies (2009) Likud 25 Yisrael Beitenu 17 † 2011 12 13 Top Incomes Database; White House; Percentage-point Sources: Central Elections *Provisional †Separate parties in 2009 ‡National Union had four seats in 2009; one faction Source: Thomson Reuters The Economist change Committee; Knesset subsumed into Jewish home in 2013, the remnant failed to cross the 2% threshold INFOGRAPHIC CONTACT SHEET w04 Issue date: 2013.01.26 2/2

Planting the seed 3 From incredible to normal 2 Shafted Capital spending, $bn Price-earnings ratio Mining bosses S&P 500 Apple Microsoft 7 Samsung 200 Electronics 6 F’CAST Apple 160 5 Intel Name Cynthia Carroll Tom Albanese Marius Kloppers Google 120 4 Company Anglo American BHP Billiton 80 Started as CEO March 2007 May 2007 October 2007 3 * 40 Departure announced October 2012 January 2013 Not yet 2 % change in market capitalisation -28 74 33 0 Jan 2007 to end or latest 2000 02 04 06 08 10 12 14 1 Recent write-downs, $bn 4.0 14.0 2.8 *Apple’s earnings were negative for 0 Source: Bloomberg the 12 months ending Q3 2001 Sources: Press reports; Thomson Reuters; The Economist 2006 07 08 09 10 11 12 Source: Asymco

Getting chunky If you like your health plan, tough No repetition, please Spamalittle less Multinational firms’ India affiliates By company size (number of employees) A DNA coding scheme Junk, as a share of global e-mail traffic, % Total market value, January 23rd 2013, $bn % of total, July 2012 100 Companies that are “likely” or “very likely” to Previous 0 10 20 30 40 50 discontinue company-provided medical base Digit to be encoded British American schemes within five years written 0 1 2 90 Tobacco 44 0 10 20 30 40 50 60 70 Unilever 15 A C G T 80 10-499 Holcim 42 C G T A 500-4,999 G T A C 70 Suzuki 59 5,000+ T A C G Nestlé 4 60 Source: Nick Goldman et al, Nature GlaxoSmithKline 6 Companies that are considering adopting a 50 “defined contribution” health-care scheme Siemens 4 0 10 20 30 40 50 60 70 Daiichi Sankyo 32 2008 09 10 11 12 10-499 ABB 6 Source: Kaspersky Lab 500-4,999 Cummins India 12 As % of global 5,000+ Akzo Nobel market value 5 Source: Bloomberg Companies that expect employees to pay a greater share of the cost of health care in 2013 0 10 20 30 40 50 60 70 10-499 500-4,999 Funny money Bruised 1 5,000+ Cypriot bank deposits by residence of account holder Biggest falls* in Apple’s share price since 2000, % 2011 Source: Mercer + 0 Cyprus Other euro area – 63% 8% 10 Non-euro area 29% 20 † 30

Cyprus’s 40 GDP 50 Total: ¤69.3bn Total: ¤18.0bn 2001 02 03 04 05 06 07 08 09 10 11 12 13 Source: of Cyprus Sources: Asymco; Thomson Reuters *Width of bar shows how long share price fell †As of January 23rd

500 km M Muslim population Algiers ed iter % of total MOROCCO TUNISIA rane ATLANTIC OCEAN an Sea Non Muslim INDIA C HINA Muslim ALGERI A In Amenas Sources: Pew LIBYA KACHIN EGYPT SAHEL Forum; CIA R ALGERIA e d Laiza Kunming S MALI e S A a SAUDI BANGLA- H MAURITANIA YUNNA N A R ARABIA DESH MAURITANIA A Kidal MALI NIGER Timbuktu MYANMA R CHAD SUDAN Gao SEN. ERITREA Konna Mandalay EN Dakar YEM Diabaly Sévaré Bamako Nige BURKINA Mopti I Naypyidaw r r FASO DJIBOUTI Ouagadougou r a BENIN w a G Ndjamena

Bamako d GUINEA- H

d

A BURKINA FASO INDIA N NIGERIA y

N ETHIOPIA BISSAU CÔTE N D’IVOIRE A O SOUTH GUINE A BENIN OCEAN SIERRA O A R C.A.R. SUDAN I LEONE TOGO E L GHANA AM A TOGO C M THAILAND O Yangon CONGO S Area controlled Tuareg area NIGERIA Oil and gas pipelines Gulf of Guinea by jihadists (under construction) 750 km GABON UGANDA KENYA Mogadishu 300 km

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