국가전략정보포털

1. Four Major Themes for the Global Economy 3
2. Back to the Future — Lessons from the Past for What Lies Ahead 8
3. Our Long-Term Projections — The Rising Importance of Major EMs 17
4. Global Implications — Slower Global Growth, Reduced Global Inequality 27
5. Investment Implications — EM Unlikely to Continue to Underperform 31
Appendix 1: Our Methodology in Detail 33
Appendix 2: Forecast Summary 39
Bibliography 42
Disclosure Appendix 43