Key Benefits of Report

• Rely On Our Independent 5-Year Forecasts As A Benchmark
  to test other views - a key input for successful budgetary and strategic business planning.

• Target Business Opportunities & Risks
  through our reviews of latest industry trends, regulatory changes, and major deals, projects and investments.

• Exploit Latest Competitive Intelligence & Company SWOTS
  on your peers and competitors through company rankings by sales, market share, investments and leading products and services.

Mexico Commercial Banking Report includes:

Executive Summary & Swot Analysis
Summary of BMI’s key industry forecasts and trend analysis, and commentary on key company and industry headline events. Collection of SWOT studies on local commercial banking market, economy and business environment.

Regional Overview
Cross-border analysis on the structure, size and value of the commercial banking sector, including comparative historical data and forecasts on the region’s assets, loans and deposits, as well as bond portfolios.

Market Overview

Outlook of local market, commenting on its structure, size and value.

BMI 5-Year Industry Forecast

Annual average growth forecasts for assets, loans and deposits.

BMI 5-Year Macroeconomic Forecast

BMI forecasts for all headline macroeconomic indicators, including real GDP growth, inflation, fiscal balance, trade balance, current account and external debt.

Competitive Landscape

Comparative company analyses and rankings by production, sales, % market share, employees, registration date and ownership structure.

Company Profiles & SWOTS

Company profiles, including SWOT (Strengths, Weaknesses, Opportunities & Threats)analyses, fully researched senior executives and full contact details, business activity, leading products and services.

Executive Summary
 

US industrial production (IP) is often a key indicator of Mexican economic growth: unsurprising given that around 60% of Mexico’s maquiladoras (factories that import goods to assemble and then reexporting the assembled product to its country of origin) are located close to the northern border in order to serve the US market. However, a correlation of US and Mexican IP levels shows that there has been a significant divergence in trend between the two over the past ten years. Over the five-year period between August 1998 and July 2003, the correlation between US and Mexican IP (measured by % change year-onyear (y-o-y) on a 12mma) was very high, as reflected by an adjusted R-squared score of 0.93. However, this dropped to 0.27 for the subsequent five-year period (August 2003 - July 2008), showing a clear break in trend between the two indicators.

This report is being written at a time when the global financial crisis – which arose as a result of the evaporation of inter-bank liquidity – has moved into a new phase. Stock market participants appear – reasonably – to have taken the view that the policy responses taken by governments, central banks and multi-lateral institutions will be sufficient to prevent a total collapse of the global financial system. Instead, stock market participants are focusing on the impact of a near-global recession on the earnings of non-financial companies.