Q3/09 Financial Performance Overview slide image

Q3/09 Financial Performance Overview

Scotiabank International Banking Stable Underlying Revenues Revenues (TEB) ($ millions) 1,308 1,275 1,236 295 292 382 503 395 440 588 510 414 Q3/08 Mexico Q2/09 Q3/09 ■Caribbean & Central America Latin America & Asia Q3/09 vs. Q2/09 revenues: down 3% ■up 3% excluding forex ■ Mexico + Q2 loss on sale of portion of credit card portfolio - lower margin ■ Caribbean & Central America - $79MM write-down of an equity investment ■ Latin America & Asia + FV changes in certain financial instruments Q3/09 vs. Q3/08 revenues: up 3% ■ Mexico negative forex impact - Q2/08 gain on Mexico Stock Exchange IPO higher funding costs and negative Fl impact + higher loan volumes & spreads, and FX revenues ■ Caribbean & Central America $79MM write-down of an equity investment - spread compression with lower interest rates + solid retail loan growth + positive impact of forex Latin America & Asia + positive impact of forex + acquisition in Peru & investment in Thailand + FV changes in certain financial instruments 35 Scotiabank International Increased Diversification Q3/07 Revenue: $953MM Q3/09 Revenue: $1,275MM Other LA & Asia 6% Mexico 34% C&CA 43% Peru 13% Chile 4% +34% Other LA & Asia 17% 36 Mexico 23% Peru 18% C&CA 31% Chile 11%
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