INFOGRAPHIC CONTACT SHEET w16 Issue date: 2013.04.20 1/2

Main area of Out of bounds Beating the greenback ethnic Uzbeks KAZAKHSTAN Making no headway inflation rate, % Brazil’s: Australian dollar against the US dollar 200 km British firms’ net rate of return on investment, % inflation target Inverted scale Bishkek base interest rate,% tolerance band A$ per $ 20 16 8 0.9 Tashkent KYRGYZSTAN Services N 1.0 STA 15 KI CHIN A 12 6 1.1 BE Osh UZ 1.2 10 8 4 1.3 TAJIKISTAN Manufacturing 1.4 4 2 5 1.5 0 0 1.6 0 2011 12 13 2006 07 08 09 10 11 12 13 1997 99 2001 03 05 07 09 11 12 Source: Haver Analytics Source: Thomson Source: ONS

This time it’s personal Good fellows Fear itself Socialist expansionism Gauche caviar Company liquidation and insolvency rates Crime in England and Wales*, 1995=100 Confirmed measles cases and MMR* vaccine uptake Chinese overseas direct investment, $bn Declared wealth*, selected French ministers, ¤m England and Wales April 2013 Liquidation Individual insolvency Mugging Burglary Private SOE* 0 1 2 3 % of firms % adult population All crime Vehicle-related theft Cases MMR* uptake, % 0 2 4 6 8 10 12 14 6.0 3.5 0.35 2,500 100 120 Michèle Delaunay 2011 5.2 3.0 0.30 2,000 90 Europe 100 2012 2.5 0.25 1,500 80 80 Jean-Marc Ayrault 2.0 0.20 North 2011 1,000 70 George Pau-Langevin 1.5 0.15 60 America 2012 500 60 François Hollande 1.0 0.10 40 2011

South WEALTH TAX THRESHOLD 0 America 0.5 0.05 20 2012 1992 95 2000 05 10 12 Marisol Touraine 0 0 2011 Financial years beginning April 0 Oceania † 1984 90 95 2000 05 12 1995 2000 05 10 12 *Measles, mumps 2012 Source: The Insolvency Service Source: Health Protection Agency and rubella *Years beginning April from 2001, years 2011 Source: ONS ending September from 2011 Africa 2012 2011 Asia Cécile Duflot 2012 Source: French *Minus loans Source: A CAPITAL *State-owned enterprise government †Excludes property in “bare ownership”

Seeing things differently 2 We’ll always have Henley 1 Conservative poll* lead over Labour, by social class, % Conservative poll* lead over Labour, % Britain’s electoral maps North (excl. Midlands) South (excl. London) 30 Equal-area constituencies with turnout for the winning party, % 50 40 30 20 10– 0+ 10 20 30 South 20 AB 13 points 70 C1 10 + 0 C2 60 North 21 points – DE 10

Sources: Policy Exchange; YouGov *Voting intention 20 50 2008 09 10 11 12 Source: Ipsos MORI *Voting intention 40 SCOTLAND

30 NORTH- EAST Constituencies depicted in 20 true proportion

Discrepancy and discord Reinhart and Rogoff, 2010: 10 mean median NORTH- Metal fatigue Average annual GDP growth* WEST YORKSHIRE Gold price and S&P 500 stockmarket index 1945-2009, % Herndon, Ash and Pollin, 2013: HUMBER

By level of country’s debt as % of GDP mean CONSERVATIVE LABOUR LIBERAL DEMOCRAT 0 2,000 1– 0+ 1 2 3 4 5 Gold, $ per troy ounce Other 1,500 0 to 30 Speaker S&P 500 EAST- 30 to 60 1,000 MIDLANDS WEST- 60 to 90 MIDLANDS 500 Above 90 0 EAST Source: “Does High Public Debt Consistently Stifle 1980 85 90 95 2000 05 10 13 Economic Growth? A Critique of Reinhart and Rogoff” *For 20 advanced WALES Source: Thomson Reuters by Thomas Herndon, Michael Ash and Robert Pollin, April 2013 economies LONDON

SOUTH-EAST Trimmed A gap to plug Respiratory problems Global hedge-fund firms launched, number Group assets in United States subsidiaries EU ETS carbon spot price, ¤ per tonne % of total, end 2012 SOUTH-WEST 350 0 10 20 30 40 25 300 Deutsche Bank 20 20 250 Credit Suisse 0 Source: The Economist 15 200 Barclays* 10 150 UBS na 10 Capital 100 shortfall inna HSBC United States 5 50 subsidiaries, BNP Paribas $bn na 0 0 2005 06 07 08 09 10 11 12 13* RBS na 2008 09 10 11 12 13 Source: Preqin *Q1 annualised Source: Morgan Stanley *End June 2012 Source: Thomson Reuters Point Carbon INFOGRAPHIC CONTACT SHEET w16 Issue date: 2013.04.20 2/2

rgherita Peak national a n Lake reserveKirinyaga a Victoria KENYANairobi Kismayu GDP forecasts China’s GDP growth AZER. RWANDAKigali 2013, % change on previous year ARM. avu Kigali % increase on previous year TURKE Y Mwanza t Lamu buroBURUNDI Malindi 10123456789– + BURUNDIMt. Kilimanjaro CoasMombasa 15 KilimanjaroArusha Under Pemba China Dodoma Stone 10 construction Dodoma Town Zanzibar SEE Lake Zanzibar India 5 Ceyhan ENLARGEMENT u f i j i Dar es Salaam gCONGOanyika R Emerging 0 Erbil TANZANIA INDIA N Mafia Aldabra At economies 2004 06 08 10 12 13 Tehran Lake Aldabr MTWARA OCEAN Russia SYRIA Mweru Aldabra Is. Lake Mtwara IRA N World Lubumbashi I Nyasa Moroni ZAMBIA W COMOROS A Îles Damascus L COMORO

Baghdad A Brazil IRA Q a MOZAMBIQUE 300 km (t l M e MALAWI n South Africa Areas of high Kurdish population United States Conservative poll* Oil fields Lead over Labour, % SAUD I Japan Oil pipelinesARABIA 40 250 km KUWAIT Advanced Southern England economies Forecasts 20 made in: + TURKEY Britain 0 Dohuk Oct 2012 Northern England – 20 Euro area Apr 2013 A 2008 09 10 11 12 I Source: IMF R *Voting intention Y Erbil Mosul IRA N S

IRAQ Sulaymaniyah Kirkuk Seasonal or sinister? The Obama effect Kurdistan Regional Government to come Number of “patriot” groups Official boundary Monthly change in non-farm De facto line of KRG control S&P 500 employment*, ’000 Total of which: militias Source: RAND 100 km 1,600 300 1,500

1,400 200 1,250 1,000 Gateway C A N A D A 1,200 100 Pacific Dialling down Bellingham + 750 Terminal Seattle AOL’s worldwide revenue, $bn 1,000 0 500 WASHINGTON M O N T A N A Advertising Subscriptions Other – PACIFIC 250 OCEAN Powder 10 800 100 Portland Columbia 2010 11 12 13 0 O R E G O N Powder 8 *Three-month moving average. I D A H O R iver Basin Sources: Thomson Reuters; Excludes temporary 1995 97 99 2001 03 05 07 09 12 Bureau of Labour Statistics census workers Source: Southern Poverty Law Centre W Y O M I N G 6

4 San U N I T E D S T A T E S Francisco N E V A D A U T A H COLORADO 2 The big end 2 Tesco’s pre-tax profit CALIFORNIA Potential coal terminal World’s largest £bn 300 km 0 carmaking groups 2003 04 05 06 07 08 09 10 11 12 by sales* 4 2012, units m Source: SNL Kagan 3 2 Sprinting to catch up 1 American telecoms companies’ cumulative capital spending, 2009-13*, $bn 0 2002 04 06 08 10 12 Wireless capex Spectrum purchases Toyota† Years ending February 9.79 0 10 20 30 40 50 60 Source: Bloomberg AT&T Verizon T-Mobile Sprint Source: Sanford C. Bernstein *Estimate General Motors 9.13

Not as big as they look 3 Spoilt for choice 5 Chinese car production, 2012, units m Light-vehicle sales by technology type, units m 200 0 0.4 0.8 1.2 1.6 2.0 H2 fuel cell FORECAST Volkswagen Electricity 175 SAIC 4.48 7 9.10 Plug-in hybrid 150 Dongfeng 3.08 4 Hybrid CNG/LPG 125 FAW 2.66 4 Conventional diesel 100 Chang’an 4 Conventional petrol 75 BAIC 4 Renault-Nissan- 50 AvtoVAZ GAC 5 25 7.53 Brilliance 3 0 Great Wall 5 2000 05 10 15 20 25 30 35 40 45 50 Chery 6 Source: International Energy Agency Geely 6 Hyundai-Kia JAC 4 6.96 BYD Technical capability rating* 3 1 Source: China Automotive Industry Yearbook, *Out of ten, compared Pick your market Sanford C. Bernstein with Volkswagen Light-vehicle sales Japan and Units m South Korea Ford 5.31 North 20 America 10 20 0 10 1995 2000 05 10 15* 20* 0 Fiat-Chrysler Global: Greater Rest of 4.30 1995 2000 05 10 15* 20* China† world 120 An ever tighter squeeze 4 Western Europe 110 Vehicle CO2 targets, g/km 20 100 Honda United China European Japan 90 3.78 States Union 10 80 250 0 1995 2000 05 10 15* 20* 70 200 Peugeot- Greater 60 Citroën † 3.06 China 50 150 40 40 100 30 30 Suzuki 20 20 2.69 50 10 10 *Of light vehicles. Includes Chinese joint ventures 0 0 0 †Includes Daihatsu 2010 2015 2020 1995 2000 05 10 15* 20* 1995 2000 05 10 15* 20* and Subaru Source: International Council on Clean Transportation Source: AlixPartners *Forecast †Includes Hong Kong and Taiwan Source: IHS Automotive

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