8 April 2013

GLOBAL REBALANCING

A CHANGING WORLD

1820

1835

1850

1865

1880

1895

1910

1925

1940

1955

1970

1985

2000

2040

0

10

20

30

40

50

60

Brazil, India, ChinaGermany, France, Italy, UK, US, Canada

% S

hare

of

worl

d o

utp

ut

(PP

P)

REALIGNMENT OF WORLD TRADE

A CHANGING WORLD

1980

1983

1986

1989

1992

1995

1998

2001

2004

2007

2010

0

10

20

30

40

50

60

South-South

% s

hare

of

worl

d m

er-

ch

an

dis

e t

rad

e

MASSIVE EXPANSION OF THE GLOBAL MIDDLE CLASS

1990 (1.8 billion)

Europe and North AmericaAsia-PacificCentral and South America

2030 (4.9 billion)

A CHANGING WORLD

2020 (3.2 billion)

RAPID HUMAN DEVELOPMENT ACROSS THE GLOBE

0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.90

0.2

0.4

0.6

0.8

1

HDI 1990

HD

I 2

01

2

Lesotho

ZimbabweRwandaUganda

Bangladesh

IndiaGhana

Viet NamIndonesia

ChinaTunisia

Turkey

Brazil

MauritiusMalaysiaMexico

Chile

A CHANGING WORLD

Korea, Rep.

Thailand

Lao PDR

LOSSES DUE TO INEQUALITY IN HDI

IMPLICATIONS

IMPACT OF ENVIRONMENT ON POVERTY

$3.36 trillion

$6.84 trillion

IMPLICATIONS

$ 10 TRILLION FOR INVESTMENT

IMPLICATIONS