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4 handpicked stocks

Globalization Rewired

Global trade is changing, creating fresh investment opportunities in emerging markets. Our analysts have carefully selected stocks from Mexico and India that are positioned to benefit from supply chain shifts and economic growth.

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Han Tan | Market Analyst

Updated today | Published at May 4

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

CX

CEMEX, S.A.B. de C.V.

CX

Current price

$8.53

AMX

America Movil S.A.B. de C.V.

AMX

Current price

$19.09

INFY

Infosys Ltd.

INFY

Current price

$16.56

About This Group of Stocks

1

Our Expert Thinking

As companies reduce reliance on distant suppliers, countries like Mexico and India are becoming key destinations for investment. These stocks tap into this shift, offering exposure to strategic markets benefiting from nearshoring trends and digital infrastructure growth.

2

What You Need to Know

This collection focuses on high-growth sectors in emerging markets, particularly in tech, infrastructure, and consumer goods. These companies offer diversified revenue streams and are positioned to capture returns as global trade patterns evolve.

3

Why These Stocks

Our experts selected these companies for their strong positions in markets benefiting from supply chain reorientation. Each offers unique advantages—from Mexico's manufacturing strength to India's expanding digital ecosystem—creating forward-looking investment potential.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+10.47%

Group Performance Snapshot

10.47%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 10.47% over the next year.

4 of 4

Stocks Rated Buy by Analysts

4 of 4 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🌎

The Great Supply Chain Shift

Companies are actively relocating their supply chains closer to home, creating significant growth opportunities for businesses in Mexico and India.

🚀

Early Mover Advantage

This global trade restructuring is still in early stages, giving you the chance to invest before these trends become mainstream investment knowledge.

💼

Strategic Diversification

Adding emerging market exposure to your portfolio through these carefully selected stocks could help you tap into growth that's independent of traditional markets.

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