1. Could China Pass the US?
Goldman Sachs says that China can become the largest economy in the world by 2035 by growing by 5% a year.
What does the world look like when China’s economy is 9x bigger than it is today?
What opportunities does this represent for entrepreneurs?

2. India is Rising
Goldman Sachs says that India can challenge the US for #2 by 2040 by growing by 6% a year.
What does the world look like when the Indian economy is 12x bigger than it is today?
What opportunities does this represent for entrepreneurs?

3. Here Comes The BRIC Middle Class
Goldman Sachs predicts the BRIC Middle Class could grow from 250 million to 1 billion in the next decade
McKinsey says the Chinese middle class will grow from 80 million in 2007 to 700 million in 2020.
Goldman says that the BRIC Middle Class could grow from 250 million in 2005 to 3.5 billion by 2050*
Jim O'Neill, Managing Director & Head of Global Economic Research, Goldman Sachs, 5/06
McKinsey & Company, Inc.

4. How Far The BRICs Have Come
4/1/2017
In 2006 the G7 (the US, Japan, Germany, France, Britain, Italy & Canada) held $1,253,900,000,000 in FOREX
By the end of 2007 China’s FOREX reserves had passed $1,500,000,000,000
China spent $65 billion for the Olympics. 5x the cost of the Athens Olympics.
China then invested $300 billion to create the China Investment Corporation
Today, China has $2,640,000,000,000 in FOREX reserves.
America’s debt, on the other hand, will increase by $1,000,000,000,000+ in 2011.

5. A Warning From The Future?
The Chinese Professor

6. Just The Facts, Jack (Billion US$)
May 2008
China = $506.8
Japan= $575.3
Caribbean Banking Centers = $104.5
Oil Exporters = $164.2
UK = $271.2
Brazil = $151.4
Russia = $63.7
Luxembourg = $75.2
Hong Kong = $61.4
Taiwan = $38.9
Aug 2010
China = $868.4
Japan = $836.6
UK = $448.4
Oil Exporters = $226.6
Brazil = $165.0
Caribbean Banking Centers = $159.1
Hong Kong = $137.8
Taiwan = $130.2
Russia = $129.0
Switzerland = $106.6

7. Cell Phone Penetration
China
15 million users in 1997
410 million users in 2006
703 million users in 2009
845 million users by end of 2010
1.2 billion by 2014
Added 9.4 million new users in May
303,226 per day!
India
340,000 users in 1997
525 million users in 2009
766 million users by end of 2010
1 billion+ users by 2012
Added 19 million new users each month in the first four months of 2010
633,333 per day!

8. GDP Predictions
China is expected to pass Japan and have the second largest GDP in 2010
China is expected to surpass the US GDP in 2027
Side note, India is projected to pass the US in 2050

9. Houston, We Have A Problem!
China Could pass US BY 2012!
Source: The Conference Board Report issued on November 10, 2010 using Purchasing Power Parity (PPP)

10. Exploding Energy Consumption

11. Energy, China and India

12. A Swarm of Inflection Points
4/1/2017
A Swarm of Inflection Points
Dr. P. Konana, McCombs Business School, University of Texas at Austin

13. This is a Brazilian Super Tanker

14. An Orange Juice Super Tanker

15. This is a Brazilian Jet
4/1/2017

16. Inside Air Canada’s Embraer 190

17. Add A Large Dash of Oil . . .

18. Competing With M&A Mittal Steel acquires Arcelor
ArcelorMittal is the #1 Steel Company in the World with 310,000 employees in 60 Countries