What Keeps Me Up At Night? What Gets Me Up In The Morning? What Excites Me About The Future?
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Transcript of What Keeps Me Up At Night? What Gets Me Up In The Morning? What Excites Me About The Future?
• What Keeps Me Up At Night?
• What Gets Me Up In The Morning?
• What Excites Me About The Future?
What Keeps Me Awake at Night?
• Violence
• Currency Risk
• US/Mexico Fiscal and Regulatory Compliance
What Keeps Me Awake at Night?
• Violence
What Keeps Me Awake at Night?
• Currency Fluctuations
10/26/08
12/5/08
1/14/0
9
2/23/0
9
4/4/09
5/14/0
9
6/23/09
8/2/09
9/11/0
9
10/21/09
11/30/09
1/9/10
2/18/1
0
3/30/1
0
5/9/10
6/18/1
0
7/28/10
9/6/10
10/16/10
11/25/10
1/4/11
2/13/11
3/25/1
1
5/4/11
6/13/11
7/23/1
1
9/1/11
10/11/11
11/20/11
12/30/11
2/8/12
3/19/12
4/28/1
2
6/7/12
7/17/1
2
8/26/12
10/5/12
11
11.5
12
12.5
13
13.5
14
14.5
15
15.5
4 Year USD/MXN Historical Exchange RatesOctober 2008 to October 2012
USD/MXN
What Keeps Me Awake at Night?
• US/Mexico Fiscal and Regulatory Compliance • Foreign Entity Reporting Demands• Bank Regulations on International Money
Movements
• Unique to Mexico• IMMEX Program Compliance
• Severe Penalties
• Trends in Global Trading Blocs
• Trends in Mexico (Auto Industry)
• Impact on the NAFTA Region
What Gets Me Going In The Morning
Source: SE
Regional Independence Matters
Trends in Global Trading Blocs
Trends in Global Trading Blocs
Regional Independence Matters
More than 100 suppliers for:
142 suppliers for:
More than 190 suppliers for:
More than 70 suppliers for:
DCH
+ Access to Detroit
Automotive sector supply chain
Trends in Global Trading Blocs
Regional Independence Matters
Mexico vs. China Wage Rate
11SOURCE: International Labour Organization, U.S. Bureau of Labor Statistics
U.S.
Dol
lar
Since 2003, wages in Mexico have risen only 25 percent compared to 218 percent in China.
• Trends in Mexico (Auto Industry)
What Gets Me Going In The Morning
Jan-04
Apr-04Jul-0
4Oct-
04Jan
-05
Apr-05Jul-0
5Oct-
05Jan
-06
Apr-06Jul-0
6Oct-
06Jan
-07
Apr-07Jul-0
7Oct-
07Jan
-08
Apr-08Jul-0
8Oct-
08Jan
-09
Apr-09Jul-0
9Oct-
09Jan
-10
Apr-10Jul-1
0Oct-
10Jan
-11
Apr-11Jul-1
18
9
10
11
12
13
14
15
16
5
5.5
6
6.5
7
7.5
8
8.5
Mexican Peso / USD Chinese Yuan / USD
Mexico’s Currency Advantage
12SOURCE: Banco de México, Chinability
Peso & Yuan Exchange Rate
In US Dollar terms, since 2005 products sourced in Mexico have become about 33 percent less expensive than products sourced in China.
• Trends in Mexico (Auto Industry)
What Gets Me Going In The Morning
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
0%
5%
10%
15%
20%
25%
30%
35%
40%
24% 26%
México Canadá Alemania Japón
Share of the US imports (Percentage)
Source: WTO
Source: US Census Bureau
Mexican Automotive Industry GrowingIn 2010 the Mexico became the largest exporter of cars to the U.S.
Canada Germany Japan
What Gets Me Going In The Morning
• Trends in Mexico (Auto Industry)
Automotive Industry Location Map
• Impact on the NAFTA Region
What Gets Me Going In The Morning
• Impact on the NAFTA Region
What Gets Me Going In The Morning
• Impact on the NAFTA Region
What Gets Me Going In The Morning
• Impact on the NAFTA Region
What Gets Me Going In The Morning
• Impact on the NAFTA Region
What Gets Me Going In The Morning
• Impact on the NAFTA Region
What Gets Me Going In The Morning
What Gets Me Going In The Morning
• Impact on the NAFTA Region
• Buy Regional A larger Local
What Excites Me About The Future
What Excites Me About The Future
What Excites Me About The Future
What Excites Me About The Future
What Excites Me About The Future
What Excites Me About The Future
What Excites Me About The Future
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ROCHE Industries Integrator & Connector of vision
4 3
1 2
BD MedicalFunding & structure
ITEAMSIntegrator of community transformation
Agua VivaCommunityTransformationleader
•Community Transformation•Sustainable business•Teaching to Fish
What Excites Me About The Future