1. 1 CIM Finance Group September 11 th 2008 Chris Wall UKTI High Growth Market Specialist Mexico & Brazil

2. What is a High Growth Market and Why Brazil & Mexico? Markets whose economies Goldman Sachs and others have identified as drivers of the global economy UK’s two largest trading partners in Latin America – but underperforming 4 th & 5 th largest GDP’s by 2050 Strategic suppliers Strategic consumers Strategic opportunities 2

3. 3 The Largest Economies in 2050

4. Brazil & Mexico – some facts Size GDP USD 1.3 trillion & USD 893 bn Per capita USD 6,800 & USD 8,500 Inflation 6% & 5% Sound, stable macroeconomic policies Strong & stable political institutions Reducing Country Risk Now themselves globalising Familiar, friendly, Anglophile business culture 4

5. Why Latin American Markets are Doing Well Commodities Oil Food South – South trade 5

6. Opportunities for the Financial & Professional Service Sectors Financial Services International listings Insurance & reinsurance M&A Investment Legal Services Arbitration Project Support & Project Finance Infrastructure Privatisation Pension Funds Carbon Credits 6

7. Infrastructure Investment in infrastructure for 2007 - 2012: between 226 and 301 billion USD Opportunity Sectors in Mexico

8. Automotive Location of Assembly Plants BAJA CALIFORNIA (MEXICALI) TOYOTA KENWORTH (TRUCKS) SONORA FORD HERMOSILLO (PC) CHIHUAHUA FORD (ENGINES) COAHUILA (RAMOS ARIZPE) G.M. (PC & UV) COAHUILA (SALTILLO) DAIMLER CHRYSLER (ENGINES &UV) NUEVO LEON (GARCIA) M.B. (BUSES) NAVISTAR(TRUCKS) JALISCO (GUADALAJAR A) HONDA (PC) AGUASCALIENTES NISSAN (PC & ENGINES) MARCOPOLO (BUSES) OYMSA (BUSES) GUANAJUATO (SILAO) G.M. (ENGINES) STATE OF MEXICO (TOLUCA) G.M. (TRUCKS) CHRYSLER (PC&UV) BMW (PC) VOLVO (TRUCKS) (SANTIAGO) M.BENZ (TRUCKS) (TULTITLAN) VOLVO (TRUCKS) (CUAUTITLAN) FORD (PC&UV) MORELOS (CIVAC) NISSAN (PC&UV) PUEBLA V.W. (PC& Engines) HIDALGO MCI (BUSES) SAN LUIS POTOSÍ SANIA (TRUCKS) CUMMINS (ENGINES)

9. Aerospace industry location in Mexico

10. Support from UKTI Strategic advice Market advice Market leads Market visits Handholding https://www.uktradeinvest.gov.uk http://www.britishexpertise.org/ 10

11. UKTI High Growth Markets Programme Formulation and execution of market entry or market expansion strategies Tactics for addressing business opportunities in the HGM’s Provides an objective opinion on clients’ business decisions Helping corporates make sense of business information about the market Helping corporates overcome decision making paralysis by managing information overload or plugging gaps Identification and management of business risk Identification of business opportunities before they come into the public domain 11

12. High Growth Markets – The Team Paul Corcut Russia Chris Wall Brazil and Mexico Paul Duffy Turkey, Saudi Arabia Mexico Peter Hurst South Africa Stephen Evans South East Asia Taiwan Steven Spalding South East Asia South Korea Dr Andrew Hinton South East Asia South Korea Jeremy Gordon China Shakeel Mughal India, Middle East South Africa 12 Phil Dowrick UAE, Qatar Saudi Arabia

13. 14/09/2015

14. Opportunies in Mexico - Richard Morris

15. 14/09/2015 Opportunies in Mexico - Richard Morris

16. Thank You 16 Chris Wall High Growth Market Specialist Mexico & Brazil chris.wall@pera.com