CONTENTS EXECUTiVE SUMMARY 1 CHAPTER FROM MiCROECONOMiC 1 FUNDAMENTALS TO MACROECONOMiC OUTCOMES 5 CHAPTER SOURCES OF COMPETiTiON AND 2 MARKET CONSTRAiNTS 11 CHAPTER PROPOSALS TO STRENGTHEN 3 MARKET iNSTiTUTiONS, REGULATiON, AND COMPETiTiON 37 REFERENCES 41 ANNEX 43 iii