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16 handpicked stocks

Mexico's Economic Turnaround

A carefully curated selection of companies poised to benefit from Mexico's improving economic stability. Professional investors have identified these stocks based on their potential to capitalize on a stronger peso, increased foreign investment, and rising domestic demand.

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Han Tan | Market Analyst

Updated today | Published at June 30

Top Picks from This Group

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

EWW

Mexico MSCI Capped ETF iShares

EWW

Current price

$52.53

This ETF offers broad, diversified exposure to the Mexican stock market, serving as a core holding to capture overall economic improvement.

FMX

Fomento Económico Mexicano, S.A.B de C.V

FMX

Current price

$85.25

As a leading beverage and retail conglomerate in Mexico, the company is a primary beneficiary of increased consumer spending and economic confidence.

CX

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

CX

Current price

$8.53

A global building materials company based in Mexico, it is set to gain from increased infrastructure spending and construction activity driven by econ...

A global building materials company based in Mexico, it is set to gain from increased infrastructure spending and construction activity driven by economic stability.

About This Group of Stocks

1

Our Expert Thinking

Mexico's narrowing current account deficit to $12.6 billion signals greater economic stability and reduced vulnerability to global financial shocks. This improved financial health creates opportunities across key sectors as the country experiences renewed growth, increased foreign investment, and a strengthening peso.

2

What You Need to Know

This collection offers exposure to Mexico's economic recovery through a diverse mix of companies and ETFs. It includes financial institutions, industrial firms, airport operators, consumer businesses, and real estate developers – all positioned to benefit from Mexico's improving macroeconomic conditions.

3

Why These Stocks

These companies were selected for their significant exposure to Mexico's domestic economy and potential to benefit from increased economic stability. Each business operates in sectors likely to see growth from infrastructure spending, increased tourism, manufacturing expansion, or rising consumer confidence.

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

+24.06%

Group Performance Snapshot

24.06%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 24.06% over the next year.

7 of 14

Stocks Rated Buy by Analysts

7 of 14 assets in this group are rated Buy by professional analysts.

0.7%

Group Growth

This group averaged a 0.7% return last month.

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

🌊

Riding the Nearshoring Wave

Companies in this group are positioned to benefit from the "nearshoring" boom as more manufacturers relocate to Mexico due to logistical advantages and improved economic stability.

💪

Stronger Peso, Stronger Returns

As Mexico's current account deficit narrows to $12.6 billion, the peso has room to strengthen further, potentially boosting returns for international investors in these Mexican stocks.

🏗️

Infrastructure Boom Ahead

Mexico's economic turnaround is likely to spark increased infrastructure spending, creating substantial growth opportunities for construction, materials, and industrial companies in this group.

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