New brands on the horizon

GLOBAL INVESTOR 1.05 Contents— 3
Healthcare
<strong>New</strong> rays of hope thanks to promising cancer therapies . . . . . .6
IFRS
IFRS: The biggest change in accounting ever! . . . . . . . . . . . .12
Alternative energy
Alternative energy: The next big investment craze? . . . . . . . . .16
Interview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Telecom
Telecom equipment manufacturers:
Positive surprises cannot be ruled out . . . . . . . . . . . . . . . . . .24
Inflation-linked bonds
A worthwhile look at inflation-linked bonds . . . . . . . . . . . . . . .28
Emerging-market equities
China, India and Brazil:
The future giants of the global economy . . . . . . . . . . . . . . . . .32
Global companies made in China?
An initial assessment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Significant burst of innovation in the
pharmaceuticals sector
Simplifying company analysis
Depletion of crude-oil resources
poses a challenge
Will the uptrend prevail, or will 2005
be a year of disenchantment?
A good instrument for enhancing
diversification
When is the time ripe for entering the
emerging markets?
Emerging-market bonds
Emerging-market bonds:
Latin America in the sweet spot . . . . . . . . . . . . . . . . . . . . . .38
Services
Interview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
Author index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Imprint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Favorable signals emanating
from the political front
Restructuring Credit Suisse research
publications