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The US and the Emerging Markets: A Geostrategic Perspective Stephan Haggard

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Page 1: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China

The US and the Emerging Markets: A Geostrategic Perspective

Stephan Haggard

Page 2: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China
Page 3: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China

Global Trends in Regime Type: 1946-2011 Polity Scores

Page 4: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China
Page 5: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China
Page 6: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China
Page 7: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China
Page 8: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China

0

10

20

30

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50

60

70

80

90

100

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Trad

e an

d Ec

onom

ic In

dex

Heritage Trade and Investment Index: 1996-2011

Brazil

Russia

India

China

OECD

Page 9: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China

0

20

40

60

80

100

120

140

160

DB2011 DB2012

Ease of Doing Business Rank: 2011-2012

Brazil

China

India

Russian Federation

OECD

Page 10: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China

0

1

2

3

4

5

6

7

8

9

10

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

US WTO Filings Against Brazil, China and India 1995-2012

Against China Against India Against Brazil

Page 11: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

Shar

e of

Wor

ld Im

port

s The Changing Geography of World Trade:

Share of World Imports, 1990-2011

High income

European Union

Low & middle income

United States

BRICs

Japan

Page 12: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China

0.0

1.0

2.0

3.0

4.0

5.0

6.019

82

1983

1984

1985

1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

(USD, Billions)China - North Korea Trade, 1982-2011

Imports from DPRKExports to DPRKTotal Trade Volume

Source: UN Comtrade, Ministry of Commerce of the People's Republic of China

Page 13: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China
Page 14: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China
Page 15: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China
Page 16: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China
Page 17: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China

0

10

20

30

40

50

60

70

80

90

100

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Econ

omic

Free

dom

Ove

rall

Inde

x

Heritage Economic Freedom Index: 1996-2011

Russia

Brazil

India

China

OECD

Page 18: The US and the Emerging Markets: A Geostrategic Perspective · 2009. 2010. 2011. Trade and Economic Index Heritage Trade and Investment Index: 1996- 2011 Brazil. Russia. India. China

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1996 1998 2000 2002 2004 2006 2008

Shar

e of

wor

ld im

port

s

Low & middle income countries

BRICs

Other low & middle countries

High income countries

EU 25

USA

Other high income countries

The Changing Geography of World Trade 1996-2008