Scotiabank Earnings and Strategic Update slide image

Scotiabank Earnings and Strategic Update

Mexican Economy Diverse economy with a strong balance sheet • The Mexican economy reflects a solid mix of commodities, goods production, and services. Trade remains dominated by the U.S., but Mexico's diversification agenda is underpinned by 13 free-trade agreements with 47 countries that account for 40% of global GDP Despite NAFTA-related uncertainty, investment rebounded in 2018 and trade has returned to making a positive contribution to economy-wide growth 15.9% Finance, Insurance, & Real Estate 16.2% Other 3.1% Natural Resources 5.8% Health & Education MEXICAN GDP BY INDUSTRY (Q3 2018) 6.5% Transportation 1.9% & Warehousing Professional, 3.8% Scientific, & Technical Public Services Administration Top 5 Trading Partners 17.5% Wholesale & Retail Trade 15.9% Manufacturing 6.3% Mining and Oil & Gas Extraction 7.0% Construction Contributions to Mexican GDP Growth 5 y/y % change 4 3 2 1 0 -1 -2 Other Net Exports Inventories GFCF Government Consumption -3 16 Real GDP 17 Sources: Scotiabank Economics, Haver Analytics. 18 Others 21% Germany 3% Japan 3% Canada 4% United States 59% China 10% Scotiabank® 42 42
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