Wholesale Banking Strategy

100% MACROECONOMIC UPDATE China's Energy Crisis and Higher Demand for Raw Commodities China's Proportion in Global Commodity Consumption. ■China Others 600 Commodity Price Index and China's Economic Growth 90% 80% 39.8 41.7 44.8 48.2 70% 57.2 69.4 60% 85.7 90.7 92.2 50% 40% 30% 60.2 58.3 55.2 51.8 42.8 20% 30.6 10% 14.3 9.3 7.8 0% Aluminium Copper Nickel Coal Natural Rubber Soybean Oil Crude Oil Palm Oil Natural Gas 0 400 Energy and Metal Price Index 4Q01 100 200 300 500 다 3Q02 2Q03 1Q04 4Q04 3Q05 2Q06 1Q07 4Q07 3Q08 2Q09 1Q10 4Q10 3Q11 2Q12 1Q13 4Q13 3Q14 2Q15 1Q16 4Q16 3Q17 2Q18 1Q19 4Q19 3Q20 Energy and Metal Price Index 2Q21 -10 -China GDP YOY 23 -5 0 5 10 China GDP yoy (%) 15 20 20

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