The Beijing Axis Introduction March 2009

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STRICTLY PRIVATE AND CONFIDENTIAL Company Profile First Quarter, 2009 THE BEIJING AXIS Ltd. 3806 Central Plaza 18 Harbour Road Wanchai Hong Kong People’s Republic of China Tel: +86 (0)10 6440 2106 Fax: +86 (0)10 6440 2672

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THE BEIJING AXIS, who we are, what we do and how we do it

Transcript of The Beijing Axis Introduction March 2009

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STRICTLY PRIVATE AND CONFIDENTIAL

Company ProfileFirst Quarter, 2009

THE BEIJING AXIS Ltd.

3806 Central Plaza18 Harbour Road

WanchaiHong Kong

People’s Republic of China

Tel: +86 (0)10 6440 2106Fax: +86 (0)10 6440 2672

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Knowledge Knowledge& network & networksynergies synergies

China Strategy Group China Sourcing Unit China Capital Advisors

3 Synergistic Cross-Border China Businesses

Strategy Formulation

Strategy Implementation

Strategic Sourcing

Supply Chain Management & Support

Corporate Finance Origination

Financial Advisory

THE BEIJING AXIS is a cross-border business bridge to/from China in three principal areas: Strategy, Sourcing and Investment

Since our establishment in 2002, we have successfully worked with many international and Chinese MNC clients across various sectors and industries; with a core focus on the Chinese mining and resources sector, and on China’s burgeoning industrial and engineering sector. Our work is always cross-border - supporting international firms as they act in unfamiliar territory in China, or supporting Chinese firms as they venture out and ‘go global’. We are committed to safety and sustainability, and our solutions emphasize 'actions and transactions’

THE BEIJING AXIS is organised along 3 synergistic cross-border China businesses: the China Strategy Group, China Sourcing Unit and China Capital Advisors

THE BEIJING AXIS AT THE HIGHEST LEVEL

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VISION AND MISSION

Be a leading provider of cross-border China business solutions

Vision

Mission

Facilitate, enhance and support an appropriate cultural, political and economic integration of China with the rest of the world

Be a cross-border business bridge to/from China – in three principal areas: strategy, sourcing and investment solutions

� to international MNC’s in chosen markets with a China agenda

� to Chinese MNC’s in their quest to ‘go global’

Learn and excel in our chosen fields in a manner that inspires others

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STRATEGIC INTENT IN OUR SERVICE DELIVERY

China Strategy Group

TBA China Strategy Group (CSG) assist CEO’s, boards and senior management with their cross-border China strategy formulation and implementation. For international MNCs we are a trusted China strategy advisor and implementation partner; for Chinese MNCs we perform strategic business planning and implementation as they develop global businesses

China Sourcing Unit

TBA China Sourcing Unit (CSU) supports international firms as they exploit China’s status as a leading global supply-base; whilst at the same time supporting Chinese firms that are looking at global sourcing. The CSU provides a comprehensive range of procurement services across the supply chain with a focus on cost savings, quality control and on-time delivery. We emphasize total cost of ownership and holistic risk management

China Capital Advisors

TBA China Capital Advisors (CCA) provides specialised financial advisory services to Chinese firms that are undertaking outbound cross-border investment, or that are vying for international investment. Similarly, we advise international firms that are undertaking investments in China or that are looking to attract strategic capital from China. The focus is on origination activities, but we provide selected services across the transaction chain

3 Synergistic Cross-border China Businesses

China Strategy Group

China Sourcing Unit

China Capital Advisors

Strategy Formulation

Strategy Implementation

Strategic Sourcing

Supply Chain Management

& Support

Corporate Finance Origination

Financial Advisory

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China

STRATEGIC INTENT ACROSS OUR CHOSEN MARKETS (I)

Synergistic China Cross-border Business Solutions t o/from Clearly Targeted Markets

China-Africa Desk

TBA China-Africa Desk has been a clear leader in its field over the past 6years. Our knowledge base, experience curve, client list and project track record is unrivaled. Based on our China-Africa strategy, sourcing and investment project experience, our team is widely regarded as one of the leading teams in the market. The China-Africa desk is supported by an office in Johannesburg that works closely with our China-based professionals and experts to deliver complex cross-border China-Africa solutions across our strategy, sourcing and investment businesses

China-Russia Desk

TBA China-Russia Desk has grown significantly over the past 2 years. Our knowledge base, experience curve and track record have expanded and we have attracted a top team - and a list of notable clients. Our China-Russia desk is augmented by an office in Moscow that enables solid cross-border service delivery in our strategy, sourcing and investment businesses

China-Australia Desk

TBA China-Australia Desk is the latest geographical addition for us. Over the past 1-2 years our knowledge of China-Australia relations has grown and we have started to attract more clients. An office in Perth is under development

China

South Africa & Africa

Russia& CIS

Australia & SE Asia

Current priorityWell established

1-year out priority

Niche Markets

LatamIndiaMiddle EastKey Industries

Global focus, well established

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China

STRATEGIC INTENT ACROSS OUR CHOSEN MARKETS (II)

Synergistic China Cross-border Business Solutions t o/from Clearly Targeted Markets

Selected Niche Markets

We have identified selected niche markets that are viewed as current or future priorities:

Latin America Desk

Latam is a current priority. Our China-Latam efforts find expression in the fact that we have added Spanish language skills to our capability set. Meanwhile, throughout 2008 and into 2009, we are actively developing this business and reaching out to potential target clients and partners in China and South America

India Desk & Middle East Desk

India’s status as a large rapidly growing developing country, whilst being a neighbour of China, is seen as an opportunity. Similarly, the rapid growth of the Middle East, and the relatively low level of China-Middle East engagement, is seen as an attractive opportunity. Over the course of 2009 and 2010 we will invest progressively more time and effort in these markets

Key Industries

TBA works across a range of sectors but key industries, where we hold significant expertise and experience, have emerged. These are: mining & resources; industry & manufacturing; and engineering

China

South Africa & Africa

Russia& CIS

Australia & SE Asia

Current priorityWell established

1-year out priority

LatamIndiaMiddle EastKey Industries

Niche Markets

Global focus, well established

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GUIDING PRINCIPLES AND VALUES

Guiding Principles

Professionalism

Solutions Relationships

Values

Integrity & Ethics

Flexibility

Quality and Adding Value

Client Focus

Cultural Astuteness

Safety & Sustainability

THE BEIJING AXIS aspires to provide comprehensive cross-border China business solutions in a manner that is consistent with the highest international corporate governance standards attainable, in a manner that respects the environment so as to assure sustainability

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CHINA CROSS-BORDER SERVICES IN MORE DETAIL

Strategy Formulation

� Market intelligence

� Market and industry research

� Market entry strategy

� Partnering strategy

� Business planning

Strategy Implementation

� Market entry support

� Business development

� Operational support

� Negotiation

� Agency services

� Relationship management

� Delegations

Strategic Sourcing

� Supply needs analysis

� Supplier identification, filtering, due diligence and selection

� Negotiation

� Commercial and contract management support

Supply Chain Management & Support

� Comprehensive project management

� Transaction monitoring

� QA/QC, expediting, managing 3rd

parties (QA inspectors, lawyers, etc.)

� Logistics

� Holistic risk management

� Strategic relationship management

Corporate Finance Origination

� Advising Chinese MNCs as they seek overseas assets, equity, projects or foreign co-investment partners

� Advising foreign MNCs that are seeking Chinese assets, equity, projects or Chinese co-investment partners

Financial Advisory

� Buy side & sell side M&A advisory

� Acquisition target identification, filtering and selection

� Project and target due diligence

� Fundraising support

� Valuations

� Opinions

China Strategy Group China Sourcing Unit China Capital Advisors

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SECTOR FOCUS IN OUR 3 CROSS-BORDER BUSINESSES

China Strategy Group China Sourcing Unit China Capital Advisors

Primary Industry (Extractive)

� Resource extraction (mining, energy, timber, etc.), raw materials processing and beneficiation

Secondary Industry (Industry/Manufacturing)

� Industrial manufacturing, processing, engineering (heavy engineering, light manufacturing, machinery, etc.)� Construction, power, transport � Automotive, technology products, consumer goods

Tertiary Industry (Services)

� Banking, finance, insurance, ICT, media, logistics, professional services (legal, accounting, etc)

Primary Industry (Extractive)

� Resource extraction (mining, energy, timber, etc.), raw materials processing and beneficiation

Secondary Industry (Industry/Manufacturing)

� Industrial manufacturing, processing, engineering (heavy engineering, light manufacturing, machinery, etc.)� Construction, power, transport � Automotive, technology products, consumer goods

Tertiary Industry (Services)

� Logistics, professional services (legal, accounting, etc), marketing & communications, design, engineering project management services, EPC/M

Primary Industry (Extractive)

� Resource extraction (mining, energy, timber, etc.), raw materials processing and beneficiation

Secondary Industry (Industry/Manufacturing)

� Industrial manufacturing, processing, engineering (heavy engineering, light manufacturing, machinery, etc.)� Construction, power, transport � Automotive, technology products, consumer goods

Tertiary Industry (Services)

� Banking, finance, insurance, ICT, media, design & engineering services, leisure/gaming/hotels

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Strong analytical and problem solving capacity

CHINA STRATEGY GROUP: CAPABILITIES IN MORE DETAIL

Strategy Formulation

� Market intelligence

� Market and industry research

� Market entry strategy

� Partnering strategy

� Business planning

Strategy Implementation

� Market entry support

� Business development

� Operational support

� Negotiation

� Agency services

� Relationship management

� Delegations

China Strategy Group

Sound project planning skills

Research and project methodology development know-how

Information source development and management know-how

China knowledge

Learning system and knowledge management philosophy

Experience curve & track record

Sound judgement

Applied knowledge, project and deal experience

Capabilities

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Strategic Sourcing

� Supply needs analysis

� Supplier identification, filtering, due diligence and selection

� Negotiation

� Commercial and contract management support

Supply Chain Management & Support

� Comprehensive project management

� Transaction monitoring

� QA/QC, expediting, managing 3rd

parties (QA inspectors, lawyers, etc.)

� Logistics

� Holistic risk management

� Strategic relationship management

China Sourcing Unit

CHINA SOURCING UNIT: CAPABILITIES IN MORE DETAIL

Research and market intelligence based

Synergy with CSG

Clear category coverage

Comprehensive and full-service offering

Risk management orientation

China buying office capability

China marketing office capability

ApproachCapabilities

Strategic partnerships i.e. Bateman

Own methodology

Own know-how and expertise

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CSU SERVICE DELIVERY PLATFORM & METHODOLOGY

Supply C

hain M

anagement

& S

upport

Needs analysis

Supplierevaluation, applicationof high-level filters

Suppliershortlisting, duediligence & final selection

Commercial process, contracting & contract management

Transaction monitoring

Systematicindustrysearch& supplieridentification

NegotiationSupplierengagement, RFQ & tendering

Siteinspections, sample testing &standards

Quality mgmt (performQA/QC),Expediting & 3rd partymgmt

Logistics

1 2 3 4

568

� Overall Project Management � Holistic Risk Management� Strategic Relationship Management

Analysis Initial scoping, supplier evaluation, due diligence and final selection

EngagementSupplier engagement, client visits, testing, application of detailed filters and negotiation

Process Transaction monitoring, quality assurance, expediting, 3rd party management and logistics

Strategic Sourcing

Supply C

hain M

anagement

& S

upport

7

11109

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CSU CATEGORY & PRODUCT FOCUS

Minerals & MetalsSteel:Bars, AnglesH/I-beamsHRC/CRC, etc.

CobaltCopperMagnesiumAluminiumChromeGranite CoalIron oreManganese

OtherRefractories

Automotive Spare PartsWheel rimsTyresAxlesBrake liningsDrums & discsSuspensionsInteriors, seats, etc.Body/chassis, etc.

TransportationSedansBusesTrailersBicyclesMotorcyclesTrain components and spare partsLocomotives

ChemicalsPolyethylenePolypropyleneRubber

ServicesEPC/M contractorsProject managementDesign & draftingEngineering services ConstructorsIT/IS Outsourcing servicesLogistics

Electronic EquipmentPCsMemory sticksComputers, cameras

Home AppliancesDVDsTV setsRefrigerators

OtherOffice & home furnitureStationery

Mining MachineryFabricated steel (various)MillsGrinding mediaCrushersDrilling equipmentExplosives & detonatorsRock bolts Pumps & valves BearingsBulk materials:conveyor systems (belts)stacker-reclaimer equip., stockyard equipment

Safety equipment

Mining ServicesSafety consulting servicesEPC/M contractors

Industrial Metals Fabricated steel ForgingsCastingsCement (clinker/finished)Building materials

Electrical Equip.GeneratorsBatteriesWires/cablesElectric motorsSolar panelsSolar heaters

Capital/Process PlantsFurnacesHot rolling millCold millCastersFoil handling system

Primary Industry Secondary Industry Tertiary Industry

Building/ConstructionCement (finished, clinker)Various building materialsFastenersCranesHoisting equipmentEPC/M contractorsTilesVarious fittingsBathroom finishingCeramicsKitchen finishing

OtherPackaging material & processing machineryWaste management equipment & processing machineryMedical equipmentHydraulic equipment

Note: Products in gray scale are not actively sourc ed

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SELECTED EXAMPLES OF RECENT CSU ENGAGEMENTS (I)

Manufactured trailers

Grinding mills

Magnesium

Rolling mill for long products

Solar heating systems

Aluminium caster

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Pipes

Round bars

Angle steel

Flat barsHollow bars

SELECTED EXAMPLES OF RECENT CSU ENGAGEMENTS (II)

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SELECTED EXAMPLES OF RECENT CSU ENGAGEMENTS (III)

Pumps

Gensets

Tyres

Waste compactors

Trucks

Hoists

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Strategic sector intelligence

Analytical capacity to develop strategic sector view based on sector intelligence

Experienced and professional team

Key relationships and networks in transaction community

Credibility and influence to perform origination

Know-how to undertake execution work

Experience curve and track record to anticipate conventional risks

Soft skills to mitigate cross-border risks

Transaction service provider partners

Capabilities

CHINA CAPITAL ADVISORS: CAPABILITIES IN MORE DETAIL

Corporate Finance Origination

� Advising Chinese MNCs as they seek overseas assets, equity, projects or foreign co-investment partners

� Advising foreign MNCs that are seeking Chinese assets, equity, projects or Chinese co-investment partners

Financial Advisory

� Buy side and sell side M&A advisory

� Acquisition target identification, filtering and selection

� Project and target due diligence

� Fundraising support

� Valuations

� Opinions

China Capital Advisors

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WE HAVE SIGNIFICANT EXPERIENCE & TRACK RECORD

China Strategy Group China Sourcing Unit China Capital Advisors

Knowledge Knowledge& network & networksynergies synergiesTHE BEIJING AXIS has developed a significant experience curve across our

3 cross-border China businesses – strategy, sourcing and investment

In delivering solutions, we have become a learning system, developing our own methodologies, intellectual property, practices, processes and networks

The extent to which we have established our presence in our chosen markets is reflected by the long list of leading international and Chinese companies that have made use of our services

We are happy to provide references from our long list of satisfied clients

Strategy Formulation

Strategy Implementation

Strategic Sourcing

Supply Chain Management & Support

Corporate Finance Origination

Financial Advisory

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Large Heavy Engineering Firm Investment Advisory on China-based Manufacturing Plant via E- JV Structure Supported entire process of setting up a manufacturing plant for mining equipment: Strategy formulation; partner identification; evaluation & initial short-listing; due diligence & partner selection; negotiation; overall project & transaction service provider management; and deal structuring Outcome : Successful JV setup; and TBA does ongoing work on new China initiatives

International Telecommunications Network Equipment Distributor Acquisition Target Identification in China (& India) Comprehensive review of most suitable acquisition targets: High level industry overview, validated business case, universe list (100 firms), filters, evaluation, initial short-list (10 firms), deep due diligence & final shortlist (3 firms), preliminary valuation Outcome : Satisfied client; asked to also do Indian acquisition target identification (TBA also completed this successfully)

SELECTED MINI CASE STUDIES FROM RECENT INTERNATIONAL MNC CLIENT ENGAGEMENTS

References available upon request

Leading Global Iron Ore Producer Strategic Marketing Plan for China Developed medium and long-term (5 & 10 year) China Marketing Strategy: High level long term China view (Socio-politics & macroeconomics); Steel Industry Analysis (comprehensive: supply & demand drivers, steel intensity model, players & competitive landscape, regional dynamics, regulation and reform, etc.); China Iron Ore Industry Analysis (comprehensive: imported segment in full detail, and complete domestic iron ore mining sector study); Quantitative Modelling and Forecasts (rigorous and detailed); and Detailed Marketing Strategy (segmentation, channel-to-market, target client analysis, per client sales quota allocation, tactical marketing and detailed sales plan, timelines, CSF’s, enablers, constraints, etc.) Outcome : Positive client feedback, ‘this is the most comprehensive study we have seen’; and TBA has been commissioned for several follow-up strategic studies

China Strategy Group China Sourcing Unit China Capital AdvisorsLarge Industrial Manufacturer Procurement of Very High-Value. Designed & Engineered Capital Equipment for Plant Expansion Provided comprehensive and full China sourcing solution over ~30 months: First 6 months - Identified, evaluated and selected Chinese suppliers; convinced management to engage with Chinese suppliers; and introduced Chinese suppliers into global tendering process. Next 3 months –Supported tender evaluation and final supplier selection process (developed China sourcing strategy/implementation blueprint, secured Board buy-in, arranged reference site visits and facilitated all negotiations); and contracting. Next 21 months – Project managed all China activities over project life-cycle (conceptual/technical design, procurement/sub-contractors, manufacturing, QA/QC, testing, shipping, installation, commissioning, etc.) .Outcome : Successful commissioning on time, on spec and with 50%+ savings; and TBA appointed as Asia Sourcing Office

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SELECTED MINI CASE STUDIES FROM RECENT CHINESE MNC CLIENT ENGAGEMENTS

References available upon request

Chinese Engineering Firm Strategic Market Entry Plan for AfricaDeveloped short and medium-term (1 & 5 year) Strategic Market Entry and Development Plan for Southern Africa; performed country-level political, economic & risk analysis, engineering market analysis (current market situation, existing & future demand analysis, cost structure analysis, market drivers, competitor analysis, industry regulatory review), developed a strategic marketing plan (entry mode, market channel design, communication plan, partnership model, risk analysis & alternative plans, medium & long-term goals) and a short-term marketing action plan; conducted strategic partnership identification & facilitation, communication management, negotiation support and provided market study tour support Outcome : Helped client establish a strategic partnership and achieve significant results in market development. Subsequently, TBA has been commissioned by the client to do follow-up work and assist in other projects

China Strategy Group China Sourcing Unit China Capital AdvisorsChinese Metals Trading CompanyStrategic Cobalt Ore Sourcing from AfricaConducted research on African cobalt sourcing markets, developed a comprehensive list of potentially suitable suppliers and a short-list following extensive interviews and multiple visits to potential suppliers, analysed import options, presented a comprehensive report containing research, findings & recommendations for suitable suppliers & transaction models; accompanied the clientrepresentatives to visit all companies on the short-list in South Africa, Democratic Republic of Congo and Zambia; supported client during negotiationsOutcome : The client signed a purchase contract with preferred supplier, and discovered new business opportunities – to import copper and chrome to China. TBA was appointed as representative service provider on a retainer basis, and continuesto ‘manage the trading process on behalf of the client

Leading Chinese Gold Mining Company International M&A Deals Based on a good relationship and solid communications with the client, and a comprehensive understanding of its overseas development strategy & near term plans, TBA identified a very significant investment opportunity for a few overseas gold and copper mining assets; designed the strategy and process for executing the deal opportunity, conducted day-to-day communication facilitation & management, assisted in high-level management dialogue with the target company, prepared the necessary documentation, identified an overseas legal advisor & accounting advisor, coordinated and managed working relations between all relevant parties, supported the client during the site visit arrangement, and preformed the financial analysis and valuation Outcome : Very positive feedback from the client; TBA has been asked to identify other overseas mining investment opportunities.

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OTHER RECENT INTERNATIONAL & CHINESE MNC CLIENT ENGAGEMENTS

References available on request

Based on first-hand market information, conducted a study of China’s ferrous metal industry, incl. market dynamics analysis, sales channels of market players, cost structure analysis for a world leading resource company

China market entry, distribution and partner strategy for international baby toy maker

Research, analysis and assessment of China’s chemical industry and a few specified products in terms of supply and demand, producers, distribution, value chain analysis, import & export, pricing and cost structure for a world leading chemical company

Analysis of engineering market dynamics and opportunity, competition (local and foreign) and China business development and strategy for a world leading engineering technology company

China Strategy Group China Sourcing Unit China Capital Advisors

Since 2004, TBA has been sourcing fourcategories of raw material from China for a foreign leading aluminum company; TBA ismanaging more than 10 suppliers and the implementation of all the related contracts for the client

Conducted extensive research on pump producers in China, undertook visits to short-listed producers, identified suitable suppliers, managed product design, manufacturing, quality control and delivery

Sourced auto batteries from China and managed the entire process for a foreign company

Sourcing of industrial application boiler parts for international power infrastructure supplier

Identified a leading grinding millsmanufacturer in China, managed product specification & design, raw materials & components, manufacturing and delivery

Arranged participation of key Chinese resource firms to join bidding process for African assets of a listed international mining company

Based on comprehensive analysis of advertising market in China, advised on business model, market development, financing strategy and so on for a Chinese local advertising firm and made a business plan for them to look for and negotiate with potential investors

Conducted a high-level China industry study and defined / scoped the universe of possible players in a segment of IT market, identified, evaluated, short-listed and recommended the best industry players and potential partners for a leading foreign IT company

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TH

E B

EIJ

ING

AX

IS A

dvan

tage

People

Processes

Knowledge

Track Record

‘Guanxi’

� Internationally recognised education in China and abroad� Excellent skills, knowledge, capabilities and cultural astuteness� Varied background and good team composition - generalists and specialists

� Solid standardised processes and operating procedures� Rigorous training system for existing and new personnel� Risk orientation� Service quality control procedures at all levels

� Dedicated knowledge management (KM) department and staff� Best-practice knowledge management processes and tools� Post-project learning sharing and coding� Benchmarking data for selected industries

� Extensive client lists – large international and Chinese blue chip MNC’s and SME’s� Exhaustive list of varied projects (project variety by industry and function)� References show high client satisfaction

� Excellent networks in Chinese industry associations, trade associations, ministries, academia and individual companies

� Long-established personal connections and track record

OUR EXPERIENCE CURVE CREATES ADVANTAGE IN FIVE AREA S

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Kobus van der Wath

Founder & Group Managing Director

Education

• MSc (Curtin, Australia)• MBA (INSEAD, France)• BCom Economics,

Psychology (Jhb, SA)

• Fluent in English, Afrikaans and Dutch. Speaks basic Mandarin

Previous experience:

• Senior Consultant: BCG• Head of Investment

Strategy for Asia Pacific (Singapore) & Emerging Market Strategist (London), Standard Chartered Bank

• Strategist: Standard Merchant Bank, SA

• Economist: SARB

Cheryl Tang

Executive Director and GM: China

Education

• Certified Purchasing Manager (CPM)

• MBA (Birmingham, UK)• BA Marketing (Comm.

University of China)

• Fluent in English, Mandarin & Shanghainese

Previous experience:

• Account Manager for a China-based international advertising agency

• Marketing Communication Manager: Chinese IT company

• Entrepreneur

Edward WangExecutive Director & GM: China Capital Advisors

Education

• MBA (Glasgow, UK)• BA International Relations,

(China Air Force Engineering College)

• Fluent in English and Mandarin

Previous experience:

• Project manager and Senior Consultant with Beijing-based Chinese consultancy

• Consultant: Institute for International Relations of PRC Air Force

• Manager: Beijing-based trading company

MANAGEMENT - TBA DIRECTORS

Lilian Luca

Executive Director: Russia and CIS

Education

• MBA (INSEAD, France)• BA Economics,

International Relations (AUBG, Bulgaria)

• Fluent in English, Russian and Romanian. Speaks basic Mandarin & French

Previous experience:

• Consultant: McKinsey• Director of Strategy:

Wimm-Bill-Dann, Russia• Commercial Director:

Ratimir, Vladivostok -Russia

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Jackie Li

Manager: SA Business Development

Previous experience:

• Project Consultant: engineering firm, SA

• Sales and Marketing Consultant: Import & Export company, SA

MANAGEMENT - TBA MANAGERS

Education

• MBA (Wits Business School) – current study

• BA Business Administration (IMM, SA)

• Fluent in English and Mandarin

Education

• Cert. Purchasing Manager• BCom Hons International

Economics & Trade (BNU)• BA English Literature

(Beijing Normal University)

• Fluent in English and Mandarin

Diana Wang

Manager: China Sourcing Unit

Previous experience:

• Analyst, Senior Analyst, Consultant and Senior Consultant: THE BEIJING AXIS

Javier Cuñat

Manager:China Strategy Group & Latin America Desk

Mitch Cosani

Manager: SA Office

Education

• MBA (Wits Business School) – current study

• MAP (WBS)• BCom Finance Law (Wits)

• Fluent in English, Italian and Afrikaans

Previous experience:

• Consultant: Frankel Consulting, SA

• International Marketing Manager: Unimoney Srl, Italy

• Workshop Manager: Lamborghini South Africa

Education

• BA Economics, BA Admin. & Business Management (U.V. – Spain, K.U. Leuven – Belgium)

• Fluent in English, French and Spanish. Speaks Mandarin

Previous experience:

• Project Consultant: Beimad Investment Services, Grandall Legal Group

• Finance Manager: FermaxElectronics Beijing Branch

• Market Analyst: IVEX, Beijing Rep. Office

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MANAGEMENT - TBA MANAGER & LEAD CONSULTANTS

Education

• BCom Hons Business Administration (London South Bank University, UK)

• Fluent in English, Mandarin and Shanghainese

HaiweiHuang

Manager: China Business Development

Previous experience:

• Consultant: THE BEIJING AXIS

• Team Leader, Project Manager: CHINT, China

• Sales and Marketing Consultant: HuaQiTelecom, China

WilliamDey Chao

Lead Consultant: China Strategy Group

Education

• MBA (CCER Peking University) – current study

• BA Information Systems and Finance (UPR,USA)

• Fluent in English, Spanish and Mandarin

Previous experience:

• Risk Officer: Santander Bank of Puerto Rico, US

• Data Entry Coordinator: MMM Healthcare, USA

KevinZhou

Senior Consultant: China Sourcing Unit

Education

• MSc Finance (Beijing Normal University) – current study

� BA Economics (Zhengzhou University)

� Fluent in English, Mandarin and Cantonese

Previous experience:

• Sourcing and Trading Manager: Sinoconnect Sarl, China

� Project Manager: Poly, China

� Trading Analyst: China Construction Bank

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THE BEIJING AXIS - WEBSITEwww.thebeijingaxis.com

Note: Screenshot as at 9 March 2009

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CHINA SOURCING BLOGwww.chinasourcingblog.org

Note: Screenshot as at 9 March 2009

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PRESENTATIONS AND ATTENDANCE AT SEMINARS, CONFERENCES, EXHIBITIONS AND OTHER GLOBAL EVENTS

THE BEIJING AXIS is regularly asked to present at g lobal events

� Africa Mining Congress, Johannesburg (South Africa) . 15-17 July 2009 – Keynote presentation

� Africa Banking Outlook, Johannesburg (South Africa) . 6-9 July 2009 – Keynote presentation

� Asia Mining Congress, Singapore. 23-27 March 2009

� PDAC, Toronto (Canada). 1-4 March 2009 – Keynote pre sentation

� The Capital Club, Beijing (PRC). 26 February 2009 – Presentation entitled ‘China Inc. Goes Global – Afri ca’s importance’

� Perth (Australia). 24 February 2009 - China Business Roundtable, hosted by Kobus van der Wath

� Singapore. 20 February 2009 - China Business Roundta ble, hosted by Kobus van der Wath

� Mining Indaba, Cape Town (South Africa). 9-12 Febru ary 2009 – Keynote presentation on China’s Role in t he Resources Sector

� Johannesburg (South Africa). 26 November 2008 – Work shop entitled ‘Strategic Imperatives in Times of Fi nancial and Economic Turbulence’ co-hosted by Pricewaterhouse Coo pers and THE BEIJING AXIS

� Global China Business Meeting, Barcelona (Spain). 1 7-19 November 2008

� China Mining, Beijing (PRC). 11-13 November 2008 – K eynote presentation entitled ‘China Inc. Goes Globa l’

� China-Latin America Business Summit, Harbin (PRC). 20-21 October 2008

Note: List above includes only some of the major ev ents from 3Q08

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PUBLICATIONS

DOING BUSINESS IN CHINA: The system and the strategies

Kobus van der Wath

Invest in South Africa (Chinese Language)

Written by THE BEIJING AXIS

Commissioned by China Ministry of Foreign Affairs

Commissioned by China Ministry of Commerce

Page 30: The Beijing Axis Introduction   March 2009

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PUBLICATIONS: THE CHINA ANALYSTAn English language knowledge tool for executives w ith a China agenda

April 2008October 2008 July 2008

Please note: previous editions of The China Analyst are freely downloadable from our website www.thebeijingaxis.com ; alternatively please e-mail

us at [email protected] to be added to our distribution list

February 2009

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PUBLICATIONS: AFRICAN MINING QUARTERLYChinese language knowledge tool for Chinese executi ves with an African Mining agenda

April 2008October 2008 July 2008

Please note: previous editions of The Africa Mining Quarterly are freely downloadable from our website www.thebeijingaxis.com ; alternatively please e-mail

us at [email protected] to be added to our distribution list

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CONTACT DETAILS

Johannesburg, South AfricaMichele (Mitch) Cosani

Manager: South Africa [email protected]

Moscow, Russia/CISLilian Luca, Director: Russia/CIS &

Group Corporate [email protected]

Beijing, ChinaCheryl Tang

Director & GM, China [email protected]

+86 (0)10 6440 2106+86 (0)10 6440 2672

For further information, please visit our English, Chinese, Russian or Spanish websites at www.thebeijingaxis.com, or contact an office:

Latin America Desk (in Beijing)Javier Cunat

Manager [email protected]

Perth, AustraliaJim Hu

Senior [email protected]

Hong KongThe Company Secretary

Corporate Office The Beijing Axis Ltd3806 Central Plaza18 Harbour Road

WanchaiHong Kong

People’s Republic of China

China Strategy GroupJavier Cunat, Manager

[email protected]

China Sourcing UnitDiana Wang, Manager

[email protected]

China Capital AdvisorsEdward Wang, Director & GM

[email protected]

or

Jackie Li, Manager:Business Development

[email protected]

+27 (0)11 201 2550+27 (0)11 201 2508

London, UK/W-EuropeMatt Pieterse

Non Executive [email protected]