TABLE OF CONTENTS
Introduction 11
What is this report about? 11
Who is the target reader? 11
How to use this report 11
Definitions 11
Top 5 Emerging Countires Chemicals 12
Industry Outlook 12
Chemicals in South Africa 15
Market Overview 15
Market Data 16
Market Segmentation 17
Market outlook 18
Five forces analysis 19
Macroeconomic indicators 25
Chemicals in Brazil 27
Market Overview 27
Market Data 28
Market Segmentation 29
Market outlook 31
Five forces analysis 32
Macroeconomic indicators 38
Chemicals in China 40
Market Overview 40
Market Data 41
Market Segmentation 42
Market outlook 44
Five forces analysis 45
Macroeconomic indicators 51
Chemicals in India 53
Market Overview 53
Market Data 54
Market Segmentation 55
Market outlook 57
Five forces analysis 58
Macroeconomic indicators 64
Chemicals in Mexico 66
Market Overview 66
Market Data 67
Market Segmentation 68
Market outlook 70
Five forces analysis 71
Macroeconomic indicators 77
Company Profiles 79
Leading companies 79
Appendix 124
Methodology 124

LIST OF TABLES
Table 1: Top 5 emerging countries chemicals industry, revenue ($bn), 2007-16 12
Table 2: Top 5 emerging countries chemicals industry, revenue ($bn), 2007-11 13
Table 3: Top 5 emerging countries chemicals industry forecast, revenue ($bn), 2011-16 14
Table 4: South Africa chemicals market value: $ billion, 2007–11 16
Table 5: South Africa chemicals market category segmentation: $ billion, 2011 17
Table 6: South Africa chemicals market value forecast: $ billion, 2011–16 18
Table 7: South Africa size of population (million), 2007–11 25
Table 8: South Africa gdp (constant 2000 prices, $ billion), 2007–11 25
Table 9: South Africa gdp (current prices, $ billion), 2007–11 25
Table 10: South Africa inflation, 2007–11 26
Table 11: South Africa consumer price index (absolute), 2007–11 26
Table 12: South Africa exchange rate, 2007–11 26
Table 13: Brazil chemicals market value: $ billion, 2007–11 28
Table 14: Brazil chemicals market category segmentation: $ billion, 2011 29
Table 15: Brazil chemicals market geography segmentation: $ billion, 2011 30
Table 16: Brazil chemicals market value forecast: $ billion, 2011–16 31
Table 17: Brazil size of population (million), 2007–11 38
Table 18: Brazil gdp (constant 2000 prices, $ billion), 2007–11 38
Table 19: Brazil gdp (current prices, $ billion), 2007–11 38
Table 20: Brazil inflation, 2007–11 39
Table 21: Brazil consumer price index (absolute), 2007–11 39
Table 22: Brazil exchange rate, 2007–11 39
Table 23: China chemicals market value: $ billion, 2007–11 41
Table 24: China chemicals market category segmentation: $ billion, 2011 42
Table 25: China chemicals market geography segmentation: $ billion, 2011 43
Table 26: China chemicals market value forecast: $ billion, 2011–16 44
Table 27: China size of population (million), 2007–11 51
Table 28: China gdp (constant 2000 prices, $ billion), 2007–11 51
Table 29: China gdp (current prices, $ billion), 2007–11 51
Table 30: China inflation, 2007–11 52
Table 31: China consumer price index (absolute), 2007–11 52
Table 32: China exchange rate, 2007–11 52
Table 33: India chemicals market value: $ billion, 2007–11 54
Table 34: India chemicals market category segmentation: $ billion, 2011 55
Table 35: India chemicals market geography segmentation: $ billion, 2011 56
Table 36: India chemicals market value forecast: $ billion, 2011–16 57
Table 37: India size of population (million), 2007–11 64
Table 38: India gdp (constant 2000 prices, $ billion), 2007–11 64
Table 39: India gdp (current prices, $ billion), 2007–11 64
Table 40: India inflation, 2007–11 65
Table 41: India consumer price index (absolute), 2007–11 65
Table 42: India exchange rate, 2007–11 65
Table 43: Mexico chemicals market value: $ billion, 2007–11 67
Table 44: Mexico chemicals market category segmentation: $ billion, 2011 68
Table 45: Mexico chemicals market geography segmentation: $ billion, 2011 69
Table 46: Mexico chemicals market value forecast: $ billion, 2011–16 70
Table 47: Mexico size of population (million), 2007–11 77
Table 48: Mexico gdp (constant 2000 prices, $ billion), 2007–11 77
Table 49: Mexico gdp (current prices, $ billion), 2007–11 77
Table 50: Mexico inflation, 2007–11 78
Table 51: Mexico consumer price index (absolute), 2007–11 78
Table 52: Mexico exchange rate, 2007–11 78
Table 53: AECI Limited: key facts 79
Table 54: AECI Limited: key financials ($) 79
Table 55: AECI Limited: key financials (ZAR) 80
Table 56: AECI Limited: key financial ratios 80
Table 57: BASF SE: key facts 82
Table 58: BASF SE: key financials ($) 85
Table 59: BASF SE: key financials (€) 85
Table 60: BASF SE: key financial ratios 85
Table 61: Sasol Limited: key facts 87
Table 62: Sasol Limited: key financials ($) 89
Table 63: Sasol Limited: key financials (ZAR) 89
Table 64: Sasol Limited: key financial ratios 90
Table 65: The Dow Chemical Company: key facts 92
Table 66: The Dow Chemical Company: key financials ($) 96
Table 67: The Dow Chemical Company: key financial ratios 96
Table 68: Braskem SA: key facts 98
Table 69: Braskem SA: key financials ($) 99
Table 70: Braskem SA: key financials (BRL) 99
Table 71: Braskem SA: key financial ratios 99
Table 72: Vale Fertilizantes SA: key facts 101
Table 73: Sinochem Group: key facts 102
Table 74: Sinochem Group: key financials ($) 104
Table 75: Sinochem Group: key financial ratios 105
Table 76: Sinopec Shanghai Petrochemical Company Limited: key facts 107
Table 77: Sinopec Shanghai Petrochemical Company Limited: key financials ($) 108
Table 78: Sinopec Shanghai Petrochemical Company Limited: key financials (CNY) 108
Table 79: Sinopec Shanghai Petrochemical Company Limited: key financial ratios 109
Table 80: Rashtriya Chemicals and Fertilisers Ltd: key facts 111
Table 81: Rashtriya Chemicals and Fertilisers Ltd: key financials ($) 111
Table 82: Rashtriya Chemicals and Fertilisers Ltd: key financials (Rs.) 112
Table 83: Rashtriya Chemicals and Fertilisers Ltd: key financial ratios 112
Table 84: Tata Chemicals Ltd.: key facts 114
Table 85: Tata Chemicals Ltd.: key financials ($) 115
Table 86: Tata Chemicals Ltd.: key financials (Rs.) 115
Table 87: Tata Chemicals Ltd.: key financial ratios 115
Table 88: ALFA, S.A.B. de C.V.: key facts 117
Table 89: ALFA, S.A.B. de C.V.: key financials ($) 118
Table 90: ALFA, S.A.B. de C.V.: key financials (MXN) 118
Table 91: ALFA, S.A.B. de C.V.: key financial ratios 118
Table 92: Mexichem S.A.B de C.V.: key facts 120
Table 93: Mexichem S.A.B de C.V.: key financials ($) 121
Table 94: Mexichem S.A.B de C.V.: key financials (MXN) 122
Table 95: Mexichem S.A.B de C.V.: key financial ratios 122

LIST OF FIGURES
Figure 1: Top 5 emerging countries chemicals industry, revenue ($bn), 2007-16 12
Figure 2: Top 5 emerging countries chemicals industry, revenue ($bn), 2007-11 13
Figure 3: Top 5 emerging countries chemicals industry forecast, revenue ($bn), 2011-16 14
Figure 4: South Africa chemicals market value: $ billion, 2007–11 16
Figure 5: South Africa chemicals market category segmentation: % share, by value, 2011 17
Figure 6: South Africa chemicals market value forecast: $ billion, 2011–16 18
Figure 7: Forces driving competition in the chemicals market in South Africa, 2011 19
Figure 8: Drivers of buyer power in the chemicals market in South Africa, 2011 20
Figure 9: Drivers of supplier power in the chemicals market in South Africa, 2011 21
Figure 10: Factors influencing the likelihood of new entrants in the chemicals market in South Africa, 2011 22
Figure 11: Factors influencing the threat of substitutes in the chemicals market in South Africa, 2011 23
Figure 12: Drivers of degree of rivalry in the chemicals market in South Africa, 2011 24
Figure 13: Brazil chemicals market value: $ billion, 2007–11 28
Figure 14: Brazil chemicals market category segmentation: % share, by value, 2011 29
Figure 15: Brazil chemicals market geography segmentation: % share, by value, 2011 30
Figure 16: Brazil chemicals market value forecast: $ billion, 2011–16 31
Figure 17: Forces driving competition in the chemicals market in Brazil, 2011 32
Figure 18: Drivers of buyer power in the chemicals market in Brazil, 2011 33
Figure 19: Drivers of supplier power in the chemicals market in Brazil, 2011 34
Figure 20: Factors influencing the likelihood of new entrants in the chemicals market in Brazil, 2011 35
Figure 21: Factors influencing the threat of substitutes in the chemicals market in Brazil, 2011 36
Figure 22: Drivers of degree of rivalry in the chemicals market in Brazil, 2011 37
Figure 23: China chemicals market value: $ billion, 2007–11 41
Figure 24: China chemicals market category segmentation: % share, by value, 2011 42
Figure 25: China chemicals market geography segmentation: % share, by value, 2011 43
Figure 26: China chemicals market value forecast: $ billion, 2011–16 44
Figure 27: Forces driving competition in the chemicals market in China, 2011 45
Figure 28: Drivers of buyer power in the chemicals market in China, 2011 46
Figure 29: Drivers of supplier power in the chemicals market in China, 2011 47
Figure 30: Factors influencing the likelihood of new entrants in the chemicals market in China, 2011 48
Figure 31: Factors influencing the threat of substitutes in the chemicals market in China, 2011 49
Figure 32: Drivers of degree of rivalry in the chemicals market in China, 2011 50
Figure 33: India chemicals market value: $ billion, 2007–11 54
Figure 34: India chemicals market category segmentation: % share, by value, 2011 55
Figure 35: India chemicals market geography segmentation: % share, by value, 2011 56
Figure 36: India chemicals market value forecast: $ billion, 2011–16 57
Figure 37: Forces driving competition in the chemicals market in India, 2011 58
Figure 38: Drivers of buyer power in the chemicals market in India, 2011 59
Figure 39: Drivers of supplier power in the chemicals market in India, 2011 60
Figure 40: Factors influencing the likelihood of new entrants in the chemicals market in India, 2011 61
Figure 41: Factors influencing the threat of substitutes in the chemicals market in India, 2011 62
Figure 42: Drivers of degree of rivalry in the chemicals market in India, 2011 63
Figure 43: Mexico chemicals market value: $ billion, 2007–11 67
Figure 44: Mexico chemicals market category segmentation: % share, by value, 2011 68
Figure 45: Mexico chemicals market geography segmentation: % share, by value, 2011 69
Figure 46: Mexico chemicals market value forecast: $ billion, 2011–16 70
Figure 47: Forces driving competition in the chemicals market in Mexico, 2011 71
Figure 48: Drivers of buyer power in the chemicals market in Mexico, 2011 72
Figure 49: Drivers of supplier power in the chemicals market in Mexico, 2011 73
Figure 50: Factors influencing the likelihood of new entrants in the chemicals market in Mexico, 2011 74
Figure 51: Factors influencing the threat of substitutes in the chemicals market in Mexico, 2011 75
Figure 52: Drivers of degree of rivalry in the chemicals market in Mexico, 2011 76
Figure 53: AECI Limited: revenues & profitability 80
Figure 54: AECI Limited: assets & liabilities 81
Figure 55: BASF SE: revenues & profitability 86
Figure 56: BASF SE: assets & liabilities 86
Figure 57: Sasol Limited: revenues & profitability 90
Figure 58: Sasol Limited: assets & liabilities 91
Figure 59: The Dow Chemical Company: revenues & profitability 96
Figure 60: The Dow Chemical Company: assets & liabilities 97
Figure 61: Braskem SA: revenues & profitability 100
Figure 62: Braskem SA: assets & liabilities 100
Figure 63: Sinochem Group: revenues & profitability 105
Figure 64: Sinochem Group: assets & liabilities 106
Figure 65: Sinopec Shanghai Petrochemical Company Limited: revenues & profitability 109
Figure 66: Sinopec Shanghai Petrochemical Company Limited: assets & liabilities 110
Figure 67: Rashtriya Chemicals and Fertilisers Ltd: revenues & profitability 112
Figure 68: Rashtriya Chemicals and Fertilisers Ltd: assets & liabilities 113
Figure 69: Tata Chemicals Ltd.: revenues & profitability 116
Figure 70: Tata Chemicals Ltd.: assets & liabilities 116
Figure 71: ALFA, S.A.B. de C.V.: revenues & profitability 119
Figure 72: ALFA, S.A.B. de C.V.: assets & liabilities 119
Figure 73: Mexichem S.A.B de C.V.: revenues & profitability 122
Figure 74: Mexichem S.A.B de C.V.: assets & liabilities 123