Trade & Commerce

Relevance to emerging markets

BRICS+ holds significant relevance to emerging markets by providing a platform for economic cooperation, financial support, and geopolitical alignment. The BRICS+ initiative, which extends beyond the core or new BRICS+ members, to include a broader range of developing and emerging economies, fosters mutual trade, investment, and political collaboration, particularly for nations in the Global South.

For emerging markets, BRICS+ offers access to alternative trading partners and investment opportunities, helping them diversify away from traditional economic powers like the United States and the European Union. By forming stronger ties within this group, emerging markets gain the opportunity to reduce their dependency on Western economies and engage in trade relationships that promote equitable growth.

BRICS+ serves as an important political platform for emerging markets seeking to challenge the dominance of Western-led international organisations like the United Nations, the World Bank, and the IMF. For countries in Africa, Latin America, and Southeast Asia, BRICS+ represents a chance to have greater influence on global governance and to advocate for a more multipolar world order.

The New Development Bank (NDB), (BRICS+’s bank) provides an alternative to traditional financial institutions like the World Bank and International Monetary Fund (IMF). This is crucial for emerging markets that may struggle to secure favourable loan terms or development funding from Western-led institutions. By offering more flexible loans, with no austerity measures and infrastructure investments, BRICS+ supports the sustainable development of critical sectors in emerging markets, from energy and agriculture to telecommunications and transportation, that play a long-term role in the sustainable development of the Global-South. 

Alongside this, BRICS+ has been a strategic advocate for reducing dependence on the dollar in international trade. Emerging markets often face vulnerabilities tied to the dollar, such as fluctuating exchange rates and inflationary pressures. BRICS+ has begun advocating for financial autonomy that serves the growth of emerging markets. This advocation has led to an increase in conducting trade in local currencies or the yuan, ruble and rupee as alternatives. 

BRICS+ offers valuable opportunities for economic diversification, access to development financing, enhanced financial independence and greater geopolitical influence to emerging markets. By engaging in BRICS+, emerging markets can strengthen their positions in the global economy and work toward more balanced and equitable growth.

Exploration of BRICS relevance to broader emerging markets

Non BRICS countries: Prospective BRICS countries (How they can be benefitted) 

Turkey, Malaysia, Thailand, and Argentina stand to gain significant benefits from joining BRICS, which could help them advance both economically and geopolitically.

For Turkey, membership would bolster its geopolitical influence by positioning it at the centre of a major global bloc, allowing it to diversify its international relations beyond its traditional Western alliances. Turkey could benefit from increased trade with BRICS nations, especially China and Russia, and gain opportunities for infrastructure development and energy cooperation. These advantages could help stabilise its economy, which has faced challenges like inflation and currency instability.

Malaysia would also see significant economic benefits from joining BRICS. As a key exporter in Southeast Asia, the country could deepen trade relations with massive markets like China and India. Additionally, Malaysia could access new streams of investment, especially in infrastructure, technology, and energy. In joining BRICS, Malaysia would be able to balance its traditional partnerships with the West while positioning itself more prominently in the Asia-Pacific region.

For Thailand, BRICS membership could provide valuable financial and infrastructural support. The country’s development goals, including infrastructure projects, align with the bloc’s objectives. By gaining access to financial resources through the BRICS New Development Bank (NDB), Thailand could further its efforts in building key sectors like transportation and energy. Additionally, joining the bloc would strengthen Thailand’s tourism and export sectors, as BRICS nations such as China, India, and Russia are crucial markets. Geopolitically, Thailand would enhance its influence in regional and global discussions by aligning with BRICS.

Argentina, which has faced persistent economic issues, could particularly benefit from BRICS membership as a means of economic stabilisation. By joining, Argentina would diversify its financial and trade partnerships, reducing its dependence on Western institutions like the IMF. Its rich energy resources and agricultural exports could be in higher demand within the BRICS bloc, especially from countries like China and Brazil. Furthermore, development financing through the NDB could help Argentina fund essential infrastructure projects, which would aid in its economic recovery. Although the incumbent dispensation is less of a friend to BRICS resulting in Argentina’s withdrawal from the list of prospective BRICS countries, its benefits cannot be emphasised enough. Additionally, many African countries like the Democratic Republic of Congo, and Algeria has shown interest in joining BRICS. 

In sum, BRICS membership offers these countries the potential for increased trade, financial support, geopolitical leverage, and economic diversification, positioning them to better navigate both regional and global challenges.

BRICS Share in International Trade and Trade Routes

The BRICS countries—Brazil, Russia, India, China, and South Africa—have steadily increased their share in global trade, with their combined nominal GDP accounting for over 31% of the global economy in 2023. Together, these nations have a key role in shaping global trade flows, with specific relevance to energy, infrastructure, and industrial goods.

1. China’s Dominance in Maritime Trade

China is the world’s largest trading nation, accounting for approximately 15% of global exports in 2023. Its ports, such as Shanghai (the busiest in the world), Ningbo-Zhoushan, and Shenzhen, are integral to global supply chains. Key maritime routes for China include the South China Sea, the Strait of Malacca, and the Pacific shipping lanes. China’s investments in the Belt and Road Initiative (BRI) have expanded its maritime and land route influence, strengthening its trade ties with Asia, Europe, and Africa. Additionally, China’s ports handle a significant amount of trade with BRICS nations, especially India and South Africa.

2. India’s Expanding Role

India has emerged as a vital trading partner within BRICS, with a focus on expanding its port infrastructure. Major ports like Mumbai, Chennai, and Kandla are central to its maritime trade. India is also a key player in land-based trade routes like the North-South Transport Corridor (INSTC), connecting it to Russia and Iran, significantly reducing the time and cost of trade with Europe. This route bypasses the Suez Canal and is set to be a critical artery for BRICS trade.

3. Iran’s Strategic Importance

Iran’s geographical position makes it a critical node in global trade, especially for energy routes. The Strait of Hormuz, through which 20% of global oil passes, is Iran’s most significant maritime chokepoint. Iran is also integral to the International North-South Transport Corridor (INSTC), linking India to Europe via Iran and Russia, cutting shipping times by as much as 40%. Iran’s ports like Bandar Abbas are crucial for both land and sea routes within the BRICS+ network.

4. South Africa’s Position as a Gateway to Africa

South Africa, the southernmost country in Africa, has strategic control over the Cape of Good Hope shipping route, a critical maritime route connecting Europe, Asia, and the Americas. Its largest ports—Durban, Cape Town, and Port Elizabeth—are essential for global maritime trade, especially with BRICS partners. South Africa’s participation in BRICS+ strengthens its role as a gateway for trade with the rest of Africa, particularly as intra-African trade grows under the African Continental Free Trade Area (AfCFTA).

Strategic Importance of Iran, China, India, and South Africa in Global Trade Routes

  • Iran: Strategically located between the Persian Gulf and the Caspian Sea, Iran is pivotal for both energy security and land-based trade routes. The country’s integration into the North-South Transport Corridor enhances trade between BRICS countries like India and Russia, making it a vital trade corridor linking Europe, Asia, and the Middle East.
  • China: As the world’s largest exporter and a key player in the Belt and Road Initiative, China’s trade routes span from Southeast Asia to Africa and Europe. Its dominance in maritime trade routes and port infrastructure is a driving force behind its position as the leading BRICS nation in global trade.
  • India: India is central to BRICS trade via the Indian Ocean, connecting the Middle East, Africa, and Southeast Asia. India’s development of ports and its participation in the INSTC enhance its role as a key trading hub between Asia and Europe.
  • South Africa: As the African gateway for BRICS, South Africa’s ports serve as crucial maritime links for trade with Europe and the Americas. Its strategic location on the southern tip of Africa provides a significant advantage in global shipping lanes.

BRICS Share of Global Trade: 2023 Figures

  • China: China remains the dominant BRICS economy in global trade, with exports valued at over $3.6 trillion in 2023.
  • India: India’s trade volume reached $1.2 trillion, with growing exports in technology, pharmaceuticals, and textiles.
  • Russia: Despite sanctions, Russia exported over $500 billion in energy, metals, and agricultural products.
  • South Africa: South Africa’s exports in 2023 reached $123 billion, with significant contributions from minerals, agriculture, and manufactured goods.

BRICS nations, particularly China, India, South Africa, and Iran, hold strategic positions in global trade routes, influencing energy markets, manufacturing supply chains, and infrastructure development. By leveraging maritime chokepoints, expanding port infrastructure, and developing land-based corridors like the INSTC and Belt and Road Initiative, BRICS members are set to continue reshaping global trade patterns and strengthening their collective economic influence. This strategic alignment offers an alternative to Western-dominated trade blocs and sets the stage for greater economic cooperation among emerging markets.

SEZ ( special economic zones)
1. Brazil
  • Manaus Free Trade Zone (Zona Franca de Manaus): Established in the 1960s, this SEZ promotes industrialization in electronics, chemical products, and motorcycle manufacturing, offering tax incentives.
  • Pecém SEZ: Located in Ceará, this zone focuses on energy, steel production, and logistics, benefiting from its global shipping hub status.
2. Russia
  • Alabuga SEZ: Russia’s largest industrial SEZ, located in Tatarstan, specialising in automotive, petrochemicals, and construction materials.
  • Zelenograd SEZ: Near Moscow, focusing on high-tech industries like microelectronics, biotechnology, and IT.
3. India
  • Gujarat International Finance Tec-City (GIFT City): India’s only SEZ dedicated to finance, hosting financial services, banking, and IT companies.
  • Mundra SEZ: A major port-based SEZ in Gujarat, specialising in energy, petrochemicals, and logistics.
4. China
  • Shenzhen SEZ: One of China’s most successful SEZs, transformed into a global tech hub with companies like Huawei and Tencent.
  • Shanghai Free Trade Zone: Focused on finance, trade, and logistics, this SEZ is a testing ground for China’s economic reforms.
  1. South Africa
  • Coega SEZ: The largest SEZ in South Africa, located along the East-West trade route, focusing on manufacturing, renewable energy, and automotive industries.
  • Dube TradePort: Situated near Durban, it specialises in time-sensitive sectors like manufacturing and agricultural products, integrated with King Shaka International Airport.
  • Musina-Makhado SEZ: Located in Limpopo, targeting industries like mining, metallurgy, and petrochemicals, leveraging the region’s mineral resources.
  • Richards Bay Industrial Development Zone (RBIDZ): Positioned on South Africa’s northeast coast, focusing on heavy industries such as aluminium smelting, chemical processing, and metal production.
6. Iran
  • Chabahar Free Trade Zone: Located near the Gulf of Oman, focused on trade between Central Asia and India, particularly in logistics and petrochemicals.
  • Kish Island Free Zone: A tourism- and trade-focused SEZ offering tax exemptions and other incentives for foreign investors.
7. Saudi Arabia
  • King Abdullah Economic City (KAEC): A massive project on the Red Sea coast, focusing on logistics, manufacturing, and residential development as part of Vision 2030.
  • Ras Al-Khair Industrial City: Focuses on aluminium and phosphate production, promoting industrial diversification in Saudi Arabia.
8. United Arab Emirates (UAE)
  • Jebel Ali Free Zone (JAFZA): One of the world’s largest SEZs, focusing on logistics, trade, and manufacturing.
  • Abu Dhabi Global Market (ADGM): A financial SEZ specialising in banking, insurance, and wealth management.
9. Ethiopia
  • Eastern Industrial Zone (EIZ): Located near Addis Ababa, EIZ is a joint venture between China and Ethiopia, focusing on manufacturing industries such as textiles, garments, and leather products.
  • Bole Lemi Industrial Park: Situated near Addis Ababa, it specialises in export-oriented manufacturing, particularly in apparel and textiles, contributing to Ethiopia’s strategy to become a manufacturing hub in Africa.
10. Egypt
  • Suez Canal Economic Zone (SCZone): An industrial and trade hub near the Suez Canal, attracting investments in renewable energy, logistics, and ICT.
  • Golden Triangle SEZ: Located in Upper Egypt, focusing on mining, industry, and tourism, covering over 2 million acres.
  • East Port Said SEZ: A logistics-focused SEZ near the Suez Canal, supporting light industries like automotive and petrochemicals.
  • Sokhna Economic Zone: Situated near the Red Sea, focusing on heavy industry and renewable energy, serving as a logistics hub for Africa, Asia, and Europe.
Important Ports

The BRICS+ bloc, including its new member states such as Egypt, Ethiopia, the UAE, Saudi Arabia, and Iran, boasts some of the most strategically significant ports globally. These ports are essential for the region’s trade, connecting the BRICS+ economies with international markets. Here’s a breakdown of the major ports:

1. Brazil
  • Port of Itaguaí: As a major hub for mineral exports, Itaguaí is critical to meeting the demand for raw materials in BRICS+ countries like India and China, both of which have rapidly growing industrial sectors. The port handles about 35 million tons of cargo annually.
  • Port of Suape: Its position near the Atlantic trade routes makes it a vital point for energy and container traffic between South America, Africa, and Europe. It handled over 20 million tons of cargo in 2022, and is expanding its capacity to meet rising energy export demands.
  • Port of Paranaguá: As a leading agricultural port, Paranaguá helps Brazil meet the food demands of BRICS+ nations, particularly China, which is one of Brazil’s largest trading partners. It handled over 50 million tons of cargo in 2022, making it one of Brazil’s most important ports for agribusiness.
  • Port of Santos: It is the primary port linking Brazil’s agricultural heartlands to international markets, making it essential for food security in BRICS+ countries, especially China and India. In 2023, the Port of Santos handled over 110 million tons of cargo.
2. Russia
  • Port of Novorossiysk: Russia’s largest port on the Black Sea, crucial for the export of oil, grains, and metals. It is a critical hub for trade with Europe and the Mediterranean.
  • Port of St. Petersburg: Russia’s primary European port, facilitating trade between Russia and the European Union, with a focus on containers, oil, and automotive products.
  • Port of Vladivostok: A significant port on the Pacific coast, connecting Russia with Asian markets, especially China, Japan, and South Korea.
 3. India
  • Jawaharlal Nehru Port (Nhava Sheva): India’s largest container port, handling over 5 million TEUs annually, and acts as the primary maritime hub for trade between India and Africa, the Middle East, and Europe.
  • Port of Mumbai: One of the oldest and most significant Indian ports, vital for trade with the Middle East and Europe.
  • Port of Kandla: India’s largest port in terms of cargo volume, significant for the export of oil products and agricultural commodities.
4. China
  • Port of Shanghai: The busiest port in the world in terms of container traffic, handling over 47 million TEUs (Twenty-foot Equivalent Units) in 2023. It connects China with Europe, the Americas, and other Asian markets, playing a vital role in global supply chains.
  • Port of Ningbo-Zhoushan: A key hub for bulk cargo and the third busiest in container handling worldwide. It is crucial for China’s exports and imports of oil, iron ore, and coal.
  • Port of Shenzhen: One of the world’s top five ports, critical for trade with Southeast Asia and the West. It handled over 28 million TEUs in 2023.
5. South Africa
  • Port of Durban: The busiest port in Africa, handling around 60% of South Africa’s containerized cargo. It is a gateway for trade with Europe, Asia, and the Americas.
  • Port of Cape Town: A key port for exports of agricultural products, especially wine and fruit, and important for the shipping routes that go around the Cape of Good Hope.
  • Port of Port Elizabeth: Significant for the export of cars and bulk commodities, especially to Asian and European markets.
6. Egypt
  • Port of Alexandria: The largest port in Egypt, handling about 60% of the country’s imports and exports. It plays a crucial role in connecting Africa with Europe and Asia.
  • Port Said: Located near the northern entrance of the Suez Canal, it is a major transshipment hub and critical for ships passing through the canal, which handles 12% of global trade.
7. Ethiopia
  • Port of Djibouti (Used by Ethiopia): While Ethiopia is a landlocked country, it relies heavily on the Port of Djibouti for its imports and exports. Djibouti is crucial for trade between Ethiopia and the Middle East, Europe, and Asia.
8. United Arab Emirates (UAE)
  • Port of Jebel Ali (Dubai): The largest man-made port in the world and a vital transshipment hub for goods moving between Asia, Africa, and Europe. It handled over 15 million TEUs in 2023 and is pivotal for global maritime trade.
  • Port of Khalifa (Abu Dhabi): A rapidly expanding port focusing on industrial cargo and logistics, it is becoming increasingly important for UAE-China and UAE-India trade.
9. Saudi Arabia
  • King Abdulaziz Port (Dammam): The largest port in the Arabian Gulf and a key facility for Saudi Arabia’s imports and exports, particularly oil, petrochemicals, and consumer goods.
  • Jeddah Islamic Port: The largest port on the Red Sea, vital for trade between Saudi Arabia and Europe, Africa, and Asia. It handles around 60% of the country’s sea trade.
10. Iran
  • Port of Bandar Abbas: Iran’s most crucial maritime port, located on the Strait of Hormuz. It handles a significant share of Iran’s oil exports and imports, with critical trade links to India, China, and Russia.
  • Chabahar Port: Located on the Gulf of Oman, Chabahar is Iran’s gateway to India and Afghanistan. It is part of the International North-South Transport Corridor (INSTC), providing an alternative to the Suez Canal.

The ports within the BRICS+ bloc form a crucial backbone for global trade, particularly in emerging markets. They facilitate the efficient movement of raw materials, energy, and consumer goods across some of the world’s most critical trade corridors. The strategic location of these ports ensures that BRICS+ countries will continue to play an influential role in shaping global trade flows, particularly as new initiatives like the Belt and Road Initiative and the International North-South Transport Corridor gain momentum. BRICS+ countries hold sway over vital global energy and trade routes, further solidifying their importance in the global economy.

Logistics and Transportation

Logistics and transportation are vital for BRICS because they are the backbone of economic cooperation, trade, and development among member countries. Efficient logistics and transportation systems enhance connectivity, reduce the cost of goods, and improve supply chain efficiency, which is crucial for facilitating trade both within the bloc and globally. Given the geographical spread of BRICS countries across multiple continents, seamless transportation networks are essential for integrating their markets, enabling the movement of raw materials, manufactured goods, and services.

Importance of logistics and transportation for BRICS, along with key initiatives:

  1. Trade Facilitation and Connectivity: BRICS nations engage in large-scale trade, especially in sectors like energy, agriculture, manufacturing, and raw materials. Effective logistics systems, including ports, railways, and highways, ensure that goods can be efficiently transported between countries. For example, China’s Belt and Road Initiative (BRI), which includes infrastructure investments in railways, ports, and highways, has expanded trade routes and enhanced connectivity with BRICS nations, particularly with Russia and South Africa.
  2. Multimodal Transport Networks: Multimodal transportation involves the integration of various transportation methods—such as sea, air, road, and rail—to move goods from origin to destination. BRICS countries, due to their vast geographies, benefit from such systems. For instance, Russia’s Trans-Siberian Railway connects the country’s vast expanse and links Europe to Asia, playing a crucial role in connecting China and India with European markets. Similarly, Brazil’s port infrastructure plays a pivotal role in exporting agricultural goods like soybeans and beef, which are key to BRICS’ trade exchanges.
  3. Energy Transportation: BRICS nations are rich in energy resources like oil, gas, and coal, and transporting these resources is crucial for energy security within the bloc. Russia, for instance, is a major exporter of oil and gas, and pipelines like the Power of Siberia connect Russia with China, ensuring the steady flow of energy resources. Brazil and South Africa also export significant amounts of energy products, including oil and coal, which rely on efficient maritime transportation systems to reach global markets.
  4. E-commerce and Digital Logistics: With growing digital economies in countries like China, India, and Brazil, logistics networks are increasingly important for handling e-commerce demand. China’s companies like Alibaba and India’s Flipkart have expanded their digital logistics networks to facilitate fast deliveries, not only within their countries but also through international trade. This drives economic growth, enhances consumer access, and strengthens supply chains across BRICS nations.
  5. South-South Shipping Routes: As BRICS strengthens trade relationships among Global South nations, maritime shipping routes are critical. Ports such as Durban in South Africa and Shanghai in China are among the busiest in the world, facilitating massive volumes of trade. The integration of these shipping routes helps BRICS nations increase their global competitiveness and promote intra-bloc trade.

Logistics and transportation infrastructure are not just about the physical movement of goods—they are key drivers of economic integration, development, and competitiveness for BRICS. Efficient systems reduce bottlenecks, improve market access, and help BRICS nations assert their influence in the global economy.

Trade Finance

BRICS trade finance refers to the mechanisms and financial arrangements that facilitate international trade among BRICS countries—Brazil, Russia, India, China, and South Africa—and with other nations. Trade finance involves a range of financial products and services that reduce the risks involved in international trade, such as letters of credit, guarantees, export financing, and payment facilities. For BRICS, trade finance is crucial in enhancing trade flows, enabling businesses to manage cash flows, and mitigating risks like currency fluctuations, political instability, and market uncertainty.

Key Aspects of BRICS Trade Finance:

  1. Diversification of Trade Financing Sources: One of the central aims of BRICS trade finance is to reduce the reliance on Western financial institutions, such as the World Bank, the IMF, and Western-controlled payment systems like SWIFT. By creating alternative financial structures, BRICS seeks to offer member states and other developing economies greater independence in financing their trade and development projects. This is particularly important for countries that face restrictions or sanctions from Western institutions, like Russia.
  2. The New Development Bank (NDB): The BRICS nations established the New Development Bank (NDB) in 2014 to provide financing for infrastructure and sustainable development projects. The NDB plays a significant role in funding projects that support trade facilitation, such as building transport networks, energy facilities, and logistical hubs. The bank also provides financial support in local currencies, reducing dependency on the U.S. dollar in international trade and minimising foreign exchange risks for BRICS countries.
  3. Local Currency Trade Settlements: BRICS members are actively exploring the use of local currencies for trade settlements as a way to bypass the need for U.S. dollars and mitigate currency risks. For example, China and Russia have increasingly used the Chinese yuan and Russian ruble in bilateral trade. India has also been working on arrangements for settling trade with Russia using Indian rupees. Local currency settlements are particularly important for countries facing currency volatility or sanctions, as it provides flexibility and reduces exposure to global currency fluctuations.
  4. Export Credit Agencies (ECAs): Export Credit Agencies are government-backed institutions that offer loans, insurance, or guarantees to businesses involved in international trade. Each BRICS country has its own ECA, such as Brazil’s BNDES, Russia’s EXIAR, India’s EXIM Bank, China’s Sinosure, and South Africa’s Export Credit Insurance Corporation (ECIC). These institutions help mitigate the risks associated with international trade by providing financial security for exporters, thus boosting trade volumes among BRICS nations.
  5. Development of Alternative Payment Systems: Given the potential for political risks and sanctions from Western powers, BRICS countries are working on creating alternative payment systems to reduce their dependence on SWIFT, the dominant global messaging network for cross-border payments. Russia developed its own payment system, the System for Transfer of Financial Messages (SPFS), while China has the Cross-Border Interbank Payment System (CIPS). These alternatives ensure that BRICS nations can continue trading with each other even in cases of geopolitical conflicts or sanctions.
  6. BRICS Business Council and Trade Finance Cooperation: The BRICS Business Council facilitates collaboration between private sector entities across BRICS countries, and trade finance is a critical component of these efforts. By promoting financial cooperation and knowledge sharing, the council helps businesses access trade finance solutions and reduce barriers to cross-border trade. This includes creating more favourable conditions for exporters, supporting investment projects, and improving access to credit.
  7. Risk Mitigation and Political Stability: Given that BRICS members often trade in regions prone to political or economic volatility, trade finance tools such as trade credit insurance and guarantees are crucial. These tools protect exporters and importers from risks such as non-payment, currency devaluation, or unexpected regulatory changes. For example, China’s Sinosure provides insurance coverage for companies engaging in trade with high-risk countries, enabling Chinese firms to expand their global reach without assuming excessive risks.

Examples of BRICS Trade Finance in Action:

  • China’s Belt and Road Initiative (BRI): China’s BRI, which promotes infrastructure development and trade connectivity across Asia, Africa, and Europe, is supported by various trade finance initiatives, including loans from the NDB and China’s financial institutions. This initiative has expanded China’s trade with BRICS members like South Africa and Brazil.
  • Russia-India Trade Finance: In recent years, India and Russia have worked to develop mechanisms for trade finance that bypass U.S. sanctions. India has paid for Russian oil in Indian rupees, while Russia has looked at expanding the use of the ruble for trade in defence and other sectors.
  • Brazil-China Soy Trade: Brazil, a major exporter of agricultural products, has benefitted from trade finance arrangements with China, where Chinese banks provide lines of credit to Brazilian exporters. In return, China secures a stable supply of soybeans and other critical agricultural commodities.