Chris Wall

1
CIM Finance Group September 11th 2008
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
• UKs two largest trading partners in Latin
  America but underperforming
• 4th 5th largest GDPs by 2050
• Strategic suppliers
• Strategic consumers
• Strategic opportunities

3
The Largest Economies in 2050
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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

5
Why Latin American Markets are Doing Well

• Commodities
• Oil
• Food
• South South trade

6
Opportunities for the Financial Professional
Service Sectors

• Financial Services
• International listings
• Insurance reinsurance
• MA
• Investment
• Legal Services
• Arbitration
• Project Support Project Finance
• Infrastructure
• Privatisation
• Pension Funds
• Carbon Credits

7
Infrastructure
Opportunity Sectors in Mexico
Investment in infrastructure for 2007 - 2012
between 226 and 301 billion USD
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• SONORA
• FORD HERMOSILLO (PC)

• CHIHUAHUA
• FORD (ENGINES)

• COAHUILA
• (RAMOS ARIZPE)
• G.M. (PC UV)

• BAJA CALIFORNIA
• (MEXICALI)
• TOYOTA
• KENWORTH (TRUCKS)

• COAHUILA
• (SALTILLO)
• DAIMLER CHRYSLER (ENGINES UV)

• NUEVO LEON
• (GARCIA)
• M.B. (BUSES)
• NAVISTAR(TRUCKS)

• AGUASCALIENTES
• NISSAN (PC ENGINES)
• MARCOPOLO (BUSES)
• OYMSA (BUSES)

• SAN LUIS POTOSÍ
• SANIA (TRUCKS)
• CUMMINS (ENGINES)

• HIDALGO
• MCI (BUSES)

• JALISCO
• (GUADALAJARA)
• HONDA (PC)

• GUANAJUATO
• (SILAO)
• G.M. (ENGINES)

• PUEBLA
• V.W. (PC Engines)

• MORELOS
• (CIVAC)
• NISSAN (PCUV)

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Aerospace industry location in Mexico
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Support from UKTI

• Strategic advice
• Market advice
• Market leads
• Market visits
• Handholding
• https//www.uktradeinvest.gov.uk
• http//www.britishexpertise.org/

11
UKTI High Growth Markets Programme

• Formulation and execution of market entry or
  market expansion strategies
• Tactics for addressing business opportunities in
  the HGMs
• 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

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