Investor Presentaiton

Issue Economy AMLO's first 100 days de la calle madrazo Mancera AMLO'S MESSAGE 4% growth average in the administration The peso has gained 4%, inflation is at 4.4% and consumer confidence at 120 points PUNDITS Need to raise investment to 25%/GDP to reach growth goal Deceleration in economic indicators (CGI, GFI, exports) • Increase in public investment Energy • "Rescue" Pemex and CFE: fight against corruption and increase • Restart oil rounds and electric tenders revenues • Focus on exploration and production • Need for new oil fields (including fracking) Labor • Infrastructure . Investment in electricity generation. More investment budget in Pemex (46%) and in CFE (64%) Increase oil production without fracking. Union freedom Minimum wage increase 220,628 new jobs Do not start projects that can't be finished during the administration: refinery, Mayan train, Transisthmian corridor, Santa Lucia airport Cancellation of the new Mexico City International Airport (NAICM) Investment in the Southeast Investment in transmission Change of union leaderships Minimum wage increase Minor annual percentage change in job creation since April 2014 Potential cancellation of the Dos Bocas refinery Doubts about Saint Lucia Airport Cancellation cost of NAICM Investment in the Southeast Social Policy • Pensions for the elderly Jóvenes Construyendo el Futuro Agriculture • Guaranteed prices Segalmex Security and rule of law • Creation of the National Guard • • Guarantee non-clientelist use of social programs • Price distortion Militarization of public security? 16

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