Scotiabank Asset Growth and Business Line Outlook slide image

Scotiabank Asset Growth and Business Line Outlook

Scotiabank International Banking Stable Underlying Revenues Revenues (TEB) ($ millions) 1,418 1,308 1,153 359 295 323 522 503 410 537 420 510 Q2/08 Mexico Q1/09 Q2/09 Caribbean & Central America Latin America & Asia Q2/09 vs. Q1/09 revenues: down 8% ■ Mexico - loss on sale of portion of credit card portfolio - lower forex revenues vs. very strong Q1 + solid volume growth & wider spreads ■ Caribbean & Central America moderating loan volumes + higher spreads ■ Latin America & Asia - MTM loss on non-trading securities + benefit from increased investment in Thailand Q2/09 vs. Q2/08 revenues: up 13% ■ Mexico + higher P&C loan volumes & spreads negative impact of forex & sale of portion of credit card portfolio ■ Caribbean & Central America + higher underlying spreads & solid loan growth + positive impact of forex Latin America & Asia + acquisitions in Peru + positive impact of forex translation 39 Scotiabank International Increased Diversification Q2/07 Revenue: $979MM Q2/09 Revenue: $1,308MM Other LA & Asia 8% Mexico 35% C&CA 42% Peru 12% +34% Other LA & Asia 10% Chile 3% 40 Mexico 23% Peru 19% C&CA 38% Chile 10%
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