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Investor Presentation September 6, 2006

Online  Magazines  Trade shows  Direct online sales. (NASDAQ-GS: GSOL). Investor Presentation September 6, 2006. Merle A. Hinrichs, Chairman and CEO, Global Sources. Safe Harbor.

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Investor Presentation September 6, 2006

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  1. Online  Magazines Trade shows Direct online sales (NASDAQ-GS: GSOL) Investor Presentation September 6, 2006 Merle A. Hinrichs, Chairman and CEO, Global Sources

  2. Safe Harbor This presentation contains forward-looking statements within the meaning of Section 27-A of the Securities Act of 1933, as amended and Section 21-E of the Securities Exchange Act of 1934, as amended. The company's actual results could differ materially from those set forth in the forward-looking statements as a result of the risks associated with the company's business, changes in general economic conditions, and changes in the assumptions used in making such forward-looking statements.

  3. Online  Magazines Trade shows Direct online sales Market Overview

  4. The Global Trade Opportunity • Since the 70’s growth in world trade has far exceeded growth in global GDP – and the trend accelerated around 1995 • Export economies (i.e. Taiwan, Japan and Korea) continued growing despite recessions or corrections in their domestic economies World Manufactures Exports vs. World GDP Growth (1950=100) Source: 1950-2004, WTO; 2005-2010 projections from Economist Intelligence Unit.

  5. China and Global Trade China Trade 2003-2007 • China’s imports, exports and its domestic economy are expected to continue growing strongly • In line with historical global trends, China exports should remain healthy regardless of corrections in their domestic economy Source: EIU (2005-2007 are estimates) Note: GDP = C + I + G + (X-M); C = Consumer Spending, I = Investment, G = Government Spending, X = Exports, M = Imports

  6. Online  Magazines Trade shows Direct online sales What We Do

  7. Greater China to the World Product Shipments • VERTICAL MARKETS • Auto Parts & Accessories • Baby & Children’s Products • Computer Products • Consumer Electronics • Electronic Components • Fashion Accessories • Garments & Textiles • Gifts & Home Products • Hardware & DIY • Security Products • Telecom Products Community: 530,318 active buyers (certified with E&Y) Key Driver: Active and professional buyers that import and outsource in volume Community: 130,000 suppliers Key Driver: Suppliers withquality of product and ability to export RFI Generation: 7.0 million to suppliers through Global Sources Online alone for 12 months ending June 30, 2006

  8. World to Greater China • VERTICAL MARKETS • Electronic Engineering • Electronic Design • Electronics Manufacturing • Management Product Shipments & Services Community: More than 1 million users/readers including BPA audited subscribers and registered online users Key Drivers: Need and demand for imported products Community: Manufacturers of semiconductors and electronics equipment -- plus luxury consumer brands Key Drivers: Companies want to penetrate the China market EE Times China is the market leader. Combined with two related titles, total circulation 125,000 with some 250,000 registered online users. Chief Executive China is the market leader with a circulation of 180,000 and 700,000 registered online users. IIC-China is China’s biggest semiconductor show. Held annually in three locations, in 2006 there were 27,181 attendees and 822 booths including 12 of the world’s top 15 makers as exhibitors.

  9. Global Multimedia B2B Cross marketing Cross marketing Online Proprietary Database Trade shows Trade publications Cross marketing

  10. Proprietary Database • 215,732 product images online • 530,318 active & professional buyers • 1.9 million Requests for Information (RFIs) April-June 2006 • 29.5 million GSOL online user sessions July 05 - June 06 • 130,000+ quality suppliers with product and ability to export • Information delivered annually on 1.8 million products from 130,000+ suppliers via trade show, online, magazine, and research reports

  11. Extensive sales network with 54 offices worldwide, including 44 locations in mainland China Approximately 900 full-time sales representatives in Greater China Approximately 60,000 supplier visits per month –helps insure accurate and up-to-date information in the Global Sources database Location Team Members Offices Sales Reps Supplier visits per month Mainland China Hong Kong Taiwan 1,436 277 221 44 1 3 672 87 134 43,680 6,960 10,720 Greater China Total 1,934 48 893 61,360 Extensive Sales Organization

  12. Online  Magazines Trade shows Direct online sales New Initiatives

  13. New Initiatives • Baby & Children’s Products – new vertical launched 2006 • Global Sources Direct.com: for direct online sales of wholesale lots • China Sourcing Reports: 57 scheduled for 2006 • Electronic Design-China: launched March 06 • Electronics application websites: cell phones, media players and automotive electronics • China Sourcing Fair Dubai 2007 • Investment in HC International:a leading Chinese-language B2B media company

  14. Investment in HC International • May 2006 investment: • 10% equity for US$9.9m • Option for 35% within 12 months and, if exercised, the requirement to make a general offer • HC International: • 2,800,000 registered online users; 100,000 print advertisers; 45,000 paid customers for “Mai Mai Tong”, an online B2B platform • B2B portal, hc360.com: vertical search; 28 million page views per day • 57 trade catalogues in 28 sectors • Together: • HC & Global Sources together provide 72 industry-focused websites, 4 million suppliers and 950,000 buyers • Is the largest B2B media alliance in China

  15. Global Sources + HC B2B offering for China • Global Sources VERTICAL MARKETS • Electronic Engineering • Electronic Design • Electronics Manufacturing • Management HC VERTICAL MARKETS • Automotive - Electronics • Home Appliances - Construction • Textile and Apparel - Gifts/Toys • Leisure/Beauty - Medical • Agricultural - Machine Tools • Security Products - Chemicals • Printing and Packaging - Energy • Metallurgical Product Shipments & Services Community: 3.9 million users/readers including BPA audited subscribers and registered online users. Key Drivers: Exploding growth in B2B trade in China; GDP growing at +9-10% compounded per annum Chief Executive China is the market leader with a circulation of 180,000 and 700,000 registered online users. EE Times China is the market leader. Combined with two related titles, total circulation 125,000 with some 250,000 registered online users. HC websites HC Publications

  16. Product Shipments & Services Global Sources + HC = the largest B2B media alliance in Greater China Product Shipments PRODUCT SHIPMENTS Product Shipments and services

  17. Competitive Landscape in Greater China Print Online Trade Shows Direct Online Sales Creative & Production Services Research Reports Global Sources HC International Hong Kong Trade Development Council (TDC) Alibaba Kenfair • All information relates to competition in English-language export advertising, except for HC, which is focused on the domestic China B2B market • Global Sources has the most breadth and depth of Greater China sourcing content • Global Sources is uniquely capable of helping suppliers create and deliver integrated marketing campaigns

  18. 35 Years Serving Global Trade 1971 - Established Asian Sources magazine 1980 - Launched China Sources magazine 1985 - Launched Electronic News for China 1993 - Launched Technical Exhibitions & Conferences 1995 - Launched Global Sources Online marketplace 2000 - Listed on NASDAQ 2000 - Exceeded 50% online revenue 2002 - China became largest market 2003 - Launched China Sourcing Fairs 2005 - Launched Global Sources Direct 2006 – Invested in HC International, a leading B2B media company in China

  19. Experienced Team With Solid Track Record* Merle Hinrichs Chairman/CEO 35 years Sarah Benecke Executive Director 26years Craig Pepples Chief Operating Officer 20years Eddie Heng Chief Financial Officer 13years Spenser Au President of Asian Sales 28years Peter Zapf VP E-commerce Services 16years Mark Saunderson President of Electronic 16years Business Unit Bill GeorgiouChief Information Officer 6years James Strachan EVP Corp Development 27years Average years experience with Global Sources: 21 years * Years with Global Sources 15

  20. Top 50 Most Powerful B2B Media BtoB Magazine, 2006 Top 1 Investor Relations Website IRGR, 2006 Top 5 Disclosure procedureIRGR 2006 Best of the Web Forbes.com, 2004 Investor Relations & Publishing Recognition

  21. Online  Magazines Trade shows Direct online sales Financial Performance

  22. Print Services • Online • Services Miscellaneous Online Services Exhibitions Other Media Print Services Online Services Early Adopter of Online Media* 1997 Revenue: • Strong transition from print to online • High percent of online* • Improving revenue diversification • 1H 2006: • online 40.9% • print 31.1% • exhibitions 26.7% • *According to Forrester, American Business Media members derive only 12% of total revenue from online 2005 Revenue: Print Services

  23. Strong Financial Position • Total Assets - $195.7 M • $137.6 M in cash and securities • Total shareholders’ equity - $110.2 M • No loans outstanding • 18 days sales outstanding * All figures as of June 30, 2006 Total Assets Total Cash & Securities ($ in millions)

  24. Operating Highlights • 2006IIC-China show – which generated $3.7 million in revenue – was held in the first quarter; whereas, in 2005 the show was held in the second quarter. This negatively impacted revenue (which still grew 41% over the prior year) and net income in Q2/06.

  25. Growing Revenue and EPS REVENUE • 1H total revenue of $74.9 million, up 37% from $54.5 million in 2005 • 2006 annual revenue guidance of $151-153 million, up 35 - 37% versus 2005 • Driven by exhibitions – and supported by online and print • 1H EPS of $0.22, up 22% from $0.18 in 2005 EPS 0.23 0.22 0.22 • Accelerating momentum after decline caused by 2005/6 investments in exhibitions and conservative accounting 0.22 0.18 0.18 0.13 • 2006 EPS guidance of $0.42-0.45, up 17 - 25% versus 2005 0.08 0.07 0.06 + * * * * 1 for 10 bonus share issue + 3 million new share issue

  26. Guidance* • Q3 2006 • Revenue expected to be between $27.5 million and $28.5 million • 8% to 12% growth compared to Q3/2005 • EPS (diluted) expected to be between $0.08 and $0.09 • 33% to 50% growth compared to Q3/2005 • Full Year 2006 • Revenue expected to be between $151.0 million and $153.0 million • 35% to 37% growth compared to full year 2005 • EPS (diluted) expected to be between $0.42 and $0.45 • 17% to 25% growth over full year 2005 • * Provided end of Q2 2006 • EPS calculations are based on the increase in number of shares from the 1 for 10 bonus share distribution, which occurred in April 2006.

  27. Investment Highlights • Huge market opportunity • Exploding growth of B2B trade with and in China • Growing trade show revenue • Highly adaptable and scaleable business model • Leadership and experience • Proven track record of end-to-end integrated multi-media • Serving global trade profitably for 35 years • Experienced management team and board • Strong financials • $137.6 M in cash and securities, and no debt • Strong revenue growth and accelerating EPS

  28. Online  Magazines Trade shows Direct online sales Thank you

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