Mexico's surprising trade surplus signals a major economic shift, creating exciting investment opportunities. This collection features carefully selected companies positioned to benefit from the growing trend of nearshoring and Mexico's expanding role as North America's manufacturing powerhouse.
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Published on June 30
Companies are rapidly moving production closer to US markets, and Mexico is the prime beneficiary. This isn't just a temporary trend—it's a multi-year structural shift already creating real business growth.
As companies rush to establish manufacturing in Mexico, the businesses that enable this shift—from railroads to warehouse developers—are seeing surging demand for their services that most investors haven't fully recognized yet.
While news focuses on border issues, a powerful economic transformation is happening. Mexico's unexpected trade surplus signals a manufacturing renaissance that's creating opportunities across multiple sectors and borders.
Mexico's unexpected economic strength creates a compelling multi-year investment opportunity. Companies involved in cross-border trade are positioned to benefit from the durable 'nearshoring' trend, where businesses move production closer to end markets, making the US-Mexico supply chain more critical than ever.
This collection offers exposure to a structural shift in North American manufacturing. The companies span several sectors — from industrial real estate and transportation to materials and consumer goods — all united by their connection to Mexico's growing export economy and cross-border trade.
These companies were selected as direct beneficiaries of Mexico's export boom. Each plays a vital role in supporting the manufacturing shift: providing industrial real estate, managing cross-border logistics, supplying essential materials, or operating key infrastructure that enables this growing trade network.
Market capitalisation breakdown for the 'Mexico's Export Boom' basket, highlighting large-cap concentration.
UNP: $134.37B
PLD: $117.00B
FMX: $30.53B
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.
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Union Pacific
UNP
Current Price
$301.55
Operates one of the largest and most critical rail networks connecting US markets to Mexican manufacturing hubs, making it essential for cross-border ...
Operates one of the largest and most critical rail networks connecting US markets to Mexican manufacturing hubs, making it essential for cross-border trade.
PROLOGIS INC
PLD
Current Price
$141.25
A global leader in logistics real estate, Prologis is expanding its portfolio in Mexico to meet the high demand for modern warehouses driven by nearsh...
A global leader in logistics real estate, Prologis is expanding its portfolio in Mexico to meet the high demand for modern warehouses driven by nearshoring.
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12 of 16 assets in this group are rated Buy by professional analysts.
