Nielsen Global
Consumer
Confidence
1st Half, 2009
!

Nielsen Consumer Confidence Index:
6 Regions…50 Markets
WE Asia Pacific EE LA MEAP NA
Denmark Indonesia Israel Brazil Pakistan Canada
Norway India Russia Colombia UAE US
Netherlands Philippines Greece Venezuela Saudi Arabia
Switzerland Australia Estonia Argentina South Africa
Poland New Zealand Turkey Chile
Austria China Latvia Mexico
Finland Vietnam
Belgium Thailand
Sweden Malaysia
Czech R. Singapore
Germany Hong Kong
Spain Taiwan
Italy Japan
UK South Korea
Ireland
France
Hungary
Portugal
Note: WE=Western Europe; WE=Eastern Europe; LA=Latin America;
MEAP=Middle East, Africa & Pakistan; NA=North America
\"

Major drops in Confidence since the start of 2008
1H 2009 Nielsen Consumer Confidence Index
1H 2009
Changes 1H09 vs.2H08
Changes 2H08 vs.1H08
Global average 77
#

Effect of global recession evident as 48 of 49* countries
witness a fall in 1H 2009 CCI vs. 2H 2008 CCI
*Excluding Saudi Arabia which was a new entrant in 1H 2009 update, hence no back data was available to make a comparison. $

Nielsen Consumer Confidence Index of 48 countries is
below 100 for 1st Half of 2009
Number of Countries
%

Global Consumer Confidence continues to slide, dropping
a record seven points, although US levels out
The US appears to have
leveled out
&

India, Brazil and Russia all experience double digit drops
in consumer confidence
-15 -21 -29 -7
2H 2008 1H 2009
'

Not all stimulus packages are equal
Fiscal Stimulus plans of select G20 countries
Russia China
Britain Germany Italy
United States $62 b
$102.4 b $8.85 b
$28.5 b
5.4% of
3.25% of 0.4% of
over 1% $585 billion
GDP
GDP
$787 billion GDP
of GDP
13.3% of GDP
5.5%
of GDP
South Korea
Canada
$49.28 b
$31 b
5.7% of GDP
2.5% of
GDP
Japan
France
$122.9 b
$32.87 b 2% of GDP
1.3% of
GDP
Australia
$33.59 b
2% of GDP
Brazil Indonesia
$6.1 b
? 1.3% of GDP
Turkey South Africa India
Argentina
$30 b $0.43 b $75 b $4 b
(approx.) 1.5% of GDP 38% of 0.4% of GDP
GDP
Source - The Standard Thursday 2nd April
(

Globally and in most markets, the number of consumers who feel
their country is in recession has increased vs. 6 months ago
!Do you think your country is in an economic recession at the moment?
2H 2008 1H 2009
)

But, consumers in most countries are more confident of
light at the end of the tunnel in the next 12 months
Do you think your country will be out of an economic recession in the next 12 months?
Point Change from 2H 2008
31 29 25 39 18 28 22 32 23 24 28 21 10 23 11 34 22 5 18 24 23 9 4 16 21 Actual
Score
40 60 30 30 27 22 24 25 18 21 27 22 56 24 32 19 24 10 19 7 24 29 32 13 8
29% of consumers globally
“Don’t Know”
!*

Concerns for job security double since last survey
2H 1H
Biggest Concerns - Global Averages 2008 2009
32 39
17 33
18 17
17 15
22 13
10 13
12 11
!!

Job prospects a key concern for most markets
Global Average -55
BR The image
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computer
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Global Average -14
RU The
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be
GB
TW
!\"

About the
Index and
the survey
!#

Nielsen Consumer Confidence Index!
•! Methodology
–! Market coverage: 50 markets around the world
–! Sample Size: 26,000+ consumers
–! Survey Period: 19 March - 2nd April, 2009
–! Started in 2005, twice per year
•! The largest online survey of its kind, gauging
–! Latest consumer sentiment and confidence globally
–! Changes in Chinese confidence in the economic outlook
–! Their Concerns, Spending Desires, Saving and Investment plans
!$

Nielsen Global
Consumer
Confidence
1st Half, 2009
!%