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An economic grouping originally of Brazil, Russia, India, China, and South Africa, expanded in 2024 to include additional members. BRICS represents an alternative to Western-dominated financial institutions and has implications for de-dollarization.

What BRICS Is

BRICS began as an acronym coined by Goldman Sachs in 2001 (originally BRIC, without South Africa) to describe the largest emerging market economies. It evolved into a formal grouping with annual summits. In 2024, membership expanded to include Egypt, Ethiopia, Iran, Saudi Arabia, and the UAE, significantly increasing the bloc's economic weight and energy market influence.

BRICS and Currency Markets

BRICS nations have increasingly pursued De-dollarization initiatives, including bilateral trade settlements in local currencies, development of alternative payment systems, and discussions about a potential BRICS common currency or settlement unit. China and Russia have expanded yuan-ruble trade settlements, and India has promoted rupee-based trade with select partners.

The New Development Bank (NDB), established by BRICS in 2014, provides development financing as an alternative to the World Bank and International Monetary Fund (IMF), lending in member currencies to reduce dollar dependence.

Key fact: The expanded BRICS group accounts for approximately 36% of global GDP (PPP-adjusted) and over 40% of the world's population. With Saudi Arabia and UAE as members, the group includes major oil exporters that could influence Petrodollars dynamics.

Forex Implications

Traders watch BRICS developments for long-term trends affecting the U.S. Dollar (USD) and the Chinese Yuan (CNY/CNH). While a BRICS common currency remains unlikely in the near term, increased local-currency trade among members gradually reduces dollar transaction volumes.

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