Companies are actively relocating their supply chains closer to home, creating significant growth opportunities for businesses in Mexico and India.
This global trade restructuring is still in early stages, giving you the chance to invest before these trends become mainstream investment knowledge.
Adding emerging market exposure to your portfolio through these carefully selected stocks could help you tap into growth that's independent of traditional markets.
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.
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.
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.
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.
Summary and investor takeaways for the 'Globalization Rewired' basket based on market capitalisation breakdown.
CX: $13.81B
AMX: $67.21B
INFY: $69.36B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+41.42%
On average, analysts expect assets in this group to grow 41.42% over the next year.
3 of 4 assets in this group are rated Buy by professional analysts.
