Q1 2014 Trading Results and Financial Overview slide image

Q1 2014 Trading Results and Financial Overview

Economic Outlook in Key Markets Real GDP (Annual % Change) 2000-12 Country 2013F 2014F 2015F Avg. Mexico 2.4 1.1 2.7 3.7 Peru 5.7 5.1 5.4 5.6 Chile 4.5 4.0 4.1 4.5 Colombia 4.2 4.1 4.5 4.5 Costa Rica 4.3 3.0 3.9 4.1 Dominican Republic 5.2 2.7 3.5 3.8 Thailand 4.2 2.8 3.5 4.5 2000-12 2013F 2014F 2015F Avg. Canada U.S. 2.2 2.0 2.2 2.5 1.9 1.9 2.8 3.0 Source: Scotia Economics, as of February 28, 2014 25 PCL Ratios Scotiabank (Total PCL as % of average loans & BAs) Q1/13 Q2/13 Q3/13 Q4/13 Q1/14 Canadian Banking Retail 0.18 0.18 0.17 0.17 0.19 Commercial 0.14 0.42 0.06 0.13 0.20 Total 0.18 0.21 0.16 0.17 0.19 International Banking Retail 2.12 2.15 2.06 1.93 2.08 Commercial 0.12 0.10 0.11 0.25 0.20 Total 0.87 0.87 0.84 0.87 0.87 Global Wealth & Insurance 0.04 0.10 0.05 Global Banking & Markets Corporate Banking 0.05 0.13 0.12 (0.02) 0.03 All Bank 0.32 0.35 0.31 0.31 0.34 Note: International Banking's total includes the impact of Colombian purchased portfolio. The Bank expects the PCL ratio to rise with the maturity of the acquired portfolio. See page 28 of the 2013 Annual Report. 26 Scotiabank 13
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