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Brazil: a commodities
haven
- Abundant natural resources include iron, copper, nickel and aluminium
ore
- Huge agricultural industry
- Structural reform has taken place; falling interest rates make investment
viable
- Booming exports and a current account surplus
- Increasing consumer demand
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Russia: a natural resources
mine
- Home to over 20% of the world’s estimated crude oil reserves and 35%
of its estimated natural gas reserves
- Leading supplier of metals including platinum, titanium and palladium
- Increasing consumer demand driven by the rapidly expanding middle
class
- Now a net creditor to the rest of the world; current account surpluses
and rising foreign currency reserves
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India: a software and
outsourcing hub
- Highly educated but cheap labour force
- Young population will provide future consumers
- Heavy infrastructure investment
- Strong corporate governance
- Relative macro-economic stability
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China: a manufacturing
centre
- Strong export and investment bias
- Good infrastructure
- Cheap labour force
- High savings rate
- Domestic economy alone generates huge demand, the growing middle class
will add to this
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