Table of Contents
CHAPTER 1 Introduction 11
1.1 What is this report about? 11
1.2 Who is the target reader? 11
1.3 How to use this report 11
1.4 Definitions 12
CHAPTER 2 BRIC ROAD & RAIL INDUSTRY OUTLOOK 13
CHAPTER 3 ROAD & RAIL IN BRAZIL 16
3.1 Market Overview 16
3.2 Market Value 17
3.3 Market Segmentation I 17
3.4 Market Segmentation II 18
3.5 Five Forces Analysis 20
3.6 Leading Companies 26
3.7 Market Forecasts 29
3.8 Demographics 30
CHAPTER 4 ROAD & RAIL IN RUSSIA 32
4.1 Market Overview 32
4.2 Market Value 33
4.3 Market Segmentation I 34
4.4 Market Segmentation II 35
4.5 Five Forces Analysis 35
4.6 Leading Companies 42
4.7 Market Forecasts 50
4.8 Demographics 51
CHAPTER 5 ROAD & RAIL IN INDIA 53
5.1 Market Overview 53
5.2 Market Value 54
5.3 Market Segmentation I 55
5.4 Market Segmentation II 56
5.5 Five Forces Analysis 57
5.6 Leading Companies 64
5.7 Market Forecasts 70
5.8 Demographics 71
CHAPTER 6 ROAD & RAIL IN CHINA 73
6.1 Market Overview 73
6.2 Market Value 74
6.3 Market Segmentation I 74
6.4 Market Segmentation II 76
6.5 Five Forces Analysis 77
6.6 Leading Companies 85
6.7 Market Forecasts 91
6.8 Demographics 91
CHAPTER 7 Appendix 94
7.1 Data Research Methodology 94

List of Tables
Table 1: Road & Rail Industry, BRIC, Revenue ($) 2003-2012 13
Table 2: Road & Rail Industry, BRIC, Revenue ($ billion) 2003-2007 14
Table 3: Road & Rail Industry, BRIC, Revenue ($ billion) 2007-2012 15
Table 4: Brazil Road & Rail Industry Value: $ billion, 2003-2007 17
Table 5: Brazil Road & Rail Industry Segmentation I: % Share, by Value, 2007 18
Table 6: Brazil Road & Rail Induistry Segmentation II: % Share, by Value, 2007 19
Table 7: Key Facts: MRS Logistica S.A 26
Table 8: Key Facts: Companhia do Metropolitano de Säo Paulo (Metro) 27
Table 9: Key Facts: Companhia Paulista de Trns Metropolitanos (CPTM) 28
Table 10: Brazil Road & Rail Industry Value Forecast: $ billion, 2007-2012 29
Table 11: Brazil Size of Population (million) , 2003-2007 30
Table 12: Brazil GDP (Constant 2000 Prices, $ billion), 2003-2007 30
Table 13: Brazil Inflation, 2003-2007 31
Table 14: Brazil Exchange Rate, 2003 31
Table 15: Russia Road & Rail Industry Value: $ billion, 2003-2007 33
Table 16: Russia Road & Rail Industry Segmentation I: % Share, by Value, 2007 34
Table 17: Russia Road & Rail Industry Segmentation II: % Share, by Value, 2007 35
Table 18: Key Facts: OAO RZD 42
Table 19: Key Facts: Hamann International 43
Table 20: Key Facts: OTEKO 44
Table 21: Key Facts: SeverStal 45
Table 22: Key Financials: SeverStal 49
Table 23: Russia Road & Rail Industry Value Forecast: $ billion, 2007-2012 50
Table 24: Russia Size of Population (million) , 2003-2007 51
Table 25: Russia GDP (Constant 2000 Prices, $ billion), 2003-2007 51
Table 26: Russia Inflation, 2003-2007 52
Table 27: Russia Exchange Rate, 2003 52
Table 28: India Road & Rail Industry Value: $ billion, 2003-2007 54
Table 29: India Road & Rail Industry Segmentation I: % Share, by Value, 2007 55
Table 30: India Road & Rail Industry Segmentation II: % Share, by Value, 2007 56
Table 31: Key Facts: Indian Railways 64
Table 32: Key Facts: Toll Holdings Limited 65
Table 33: Key Financials: Toll Holdings Limited 67
Table 34: Key Facts: Indo Arya Central Transport Limited 68
Table 35: Key Facts: DHTC (India) Limited 69
Table 36: India Road & Rail Industry Value Forecast: $ billion, 2007-2012 70
Table 37: India Size of Population (million) , 2003-2007 71
Table 38: India GDP (Constant 2000 Prices, $ billion), 2003-2007 71
Table 39: India Inflation, 2003-2007 72
Table 40: India Exchange Rate, 2003 72
Table 41: China Road & Rail Industry Value: $ billion, 2003-2007 74
Table 42: China Road & Rail Industry Segmentation I: % Share, by Value, 2007 75
Table 43: China Road & Rail Industry Segmentation II: % Share, by Value, 2007 76
Table 44: Key Facts: UPS Freight 85
Table 45: Key Facts: FedEx Corporation 86
Table 46: Key Financials: FedEx Corporation 88
Table 47: Key Facts: China Railway Logistics Ltd. 89
Table 48: Key Facts: Guangshan Railway Co Limited 90
Table 49: China Road & Rail Industry Value Forecast: $ billion, 2007-2012 91
Table 50: China Size of Population (million) , 2003-2007 92
Table 51: China GDP (Constant 2000 Prices, $ billion), 2003-2007 92
Table 52: China Inflation, 2003-2007 93
Table 53: China Exchange Rate, 2003 93


List of Figures
Figure 1: Road & Rail Industry, BRIC, Revenue ($) 2003-2012 13
Figure 2: Road & Rail Industry, BRIC, Revenue ($) 2003-2007 14
Figure 3: Road & Rail Industry, BRIC, Revenue ($) 2007-2012 15
Figure 4: Brazil Road & Rail Industry Value: $ billion, 2003-2007 17
Figure 5: Brazil Road & Rail Industry Segmentation I: % Share, by Value, 2007 18
Figure 6: Brazil Road & Rail Industry Segmentation II: % Share, by Value, 2007 19
Figure 7: Forces Driving Competition in the Road & Rail Industry in Brazil, 2007 20
Figure 8: Drivers of Buyer Power in the Road & Rail Industry in Brazil, 2007 21
Figure 9: Drivers of Supplier Power in the Road & Rail Industry in Brazil, 2007 22
Figure 10: Factors Influencing the Likelihood of New Entrants in the Road & Rail Industry in Brazil, 2007 23
Figure 11: Factors Influencing the Threat of Substitutes in the Road & Rail Industry in Brazil, 2007 24
Figure 12: Drivers of Degree of Rivalry in the Road & Rail Industry in Brazil, 2007 25
Figure 13: Brazil Road & Rail Industry Value Forecast: $ billion, 2007-2012 29
Figure 14: Russia Road & Rail Industry Value: $ billion, 2003-2007 33
Figure 15: Russia Road & Rail Industry Segmentation I: % Share, by Value, 2007 34
Figure 16: Russia Road & Rail Industry Segmentation II: % Share, by Value, 2007 35
Figure 17: Forces Driving Competition in the Road & Rail Industry in Russia, 2007 36
Figure 18: Drivers of Buyer Power in the Road & Rail Industry in Russia, 2007 37
Figure 19: Drivers of Supplier Power in the Road & Rail Industry in Russia, 2007 38
Figure 20: Factors Influencing the Likelihood of New Entrants in the Road & Rail Industry in Russia, 2007 39
Figure 21: Factors Influencing the Threat of Substitutes in the Road & Rail Industry in Russia, 2007 40
Figure 22: Drivers of Degree of Rivalry in the Road & Rail Industry in Russia, 2007 41
Figure 23: Revenues & Profitability: SeverStal 49
Figure 24: Russia Road & Rail Industry Value Forecast: $ billion, 2007-2012 50
Figure 25: India Road & Rail Industry Value: $ billion, 2003-2007 54
Figure 26: India Road & Rail Industry Segmentation I: % Share, by Value, 2007 55
Figure 27: India Road & Rail Industry Segmentation II: % Share, by Value, 2007 56
Figure 28: Forces Driving Competition in the Road & Rail Industry in India, 2007 57
Figure 29: Drivers of Buyer Power in the Road & Rail Industry in India, 2007 59
Figure 30: Drivers of Supplier Power in the Road & Rail Industry in India, 2007 60
Figure 31: Factors Influencing the Likelihood of New Entrants in the Road & Rail Industry in India, 2007 61
Figure 32: Factors Influencing the Threat of Substitutes in the Road & Rail Industry in India, 2007 62
Figure 33: Drivers of Degree of Rivalry in the Road & Rail Industry in India, 2007 63
Figure 34: Revenues & Profitability: Toll Holdings Limited 67
Figure 35: India Road & Rail Industry Value Forecast: $ billion, 2007-2012 70
Figure 36: China Road & Rail Industry Value: $ billion, 2003-2007 74
Figure 37: China Road & Rail Industry Segmentation I: % Share, by Value, 2007 75
Figure 38: China Road & Rail Industry Segmentation II: % Share, by Value, 2007 76
Figure 39: Forces Driving Competition in the Road & Rail Industry in China, 2007 77
Figure 40: Drivers of Buyer Power in the Road & Rail Industry in China, 2007 78
Figure 41: Drivers of Supplier Power in the Road & Rail Industry in China, 2007 79
Figure 42: Factors Influencing the Likelihood of New Entrants in the Road & Rail Industry in China, 2007 80
Figure 43: Factors Influencing the Threat of Substitutes in the Road & Rail Industry in China, 2007 82
Figure 44: Drivers of Degree of Rivalry in the Road & Rail Industry in China, 2007 83
Figure 45: Revenues & Profitability: FedEx Corporation 88
Figure 46: China Road & Rail Industry Value Forecast: $ billion, 2007-2012 91