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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.

Author avatar

Han Tan | Market Analyst

Published on June 30

Your Basket's Financial Footprint

Summary of the basket market capitalisation and investor-focused key takeaways.

Key Takeaways for Investors:
  • Large-cap dominance implies generally lower volatility and closer tracking of broad-market moves, lowering idiosyncratic risk.
  • Use as a core, diversified portfolio holding rather than a speculative, short-term growth allocation.
  • Expect steady, long-term appreciation tendencies rather than potential for rapid, explosive gains.
Total Market Cap
  • FMX: $30.53B

  • CX: $13.81B

  • ASR: $8.31B

  • Other

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.

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.

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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.

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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.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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