Mexico's economy is showing impressive signs of stability with a narrowing current account deficit. This collection features companies set to thrive from a potentially stronger peso, increased consumer spending, and renewed investor confidence in Mexico's economic future.
Published on June 30
Mexico's strengthening economic fundamentals could boost the peso, potentially supercharging returns for these domestic companies that earn in pesos but may have some costs in dollars.
Many investors overlook Mexico's improving fiscal position, creating a potential opportunity to get in before broader market recognition drives up valuations in these carefully selected stocks.
Mexico's stable economy makes it an increasingly attractive manufacturing alternative to Asia, positioning these companies to potentially benefit from the global supply chain realignment trend.
Mexico's reduced current account deficit (now $12.6 billion) signals improved economic stability and fiscal health. This creates an attractive investment opportunity in companies that directly benefit from a strengthening peso, increased domestic consumption, and a more favorable business environment.
This collection focuses on domestically-oriented Mexican businesses spanning consumer goods, beverage production, building materials, and infrastructure. These sectors are well-positioned to capitalize on Mexico's economic improvements through increased consumer spending and renewed investor confidence.
These companies were carefully selected for their direct exposure to Mexico's improving economic landscape. The portfolio includes established leaders in consumer staples, industrials, and infrastructure that stand to benefit from a stronger peso, increased domestic investment, and overall economic recovery.
Summary and investor key takeaways for the provided basket market capitalisation data.
FMX: $30.53B
KOF: $17.67B
CX: $13.81B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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.
Here are a few of the assets in this group. Create an account to unlock the full list.
FOMENTO ECONOMICO MEXICANO SAB DE C SPON ADR RP 10 UTS(1B&2D-B&2'D-L
FMX
Current Price
$118.88
As the operator of OXXO convenience stores and a major Coca-Cola bottler, Fomento Econmico Mexicano is a direct beneficiary of increased consumer spen...
As the operator of OXXO convenience stores and a major Coca-Cola bottler, Fomento Econmico Mexicano is a direct beneficiary of increased consumer spending power resulting from greater economic stability.
COCA-COLA FEMSA S.A.B. DE C.V. ADS EA REP 10 UNTS(3 SER'B'SHS & 5 SER'L
KOF
Current Price
$114.07
Coca-Cola FEMSA's performance is closely tied to consumer demand in Mexico; a stronger economy and peso would likely boost sales and improve profit ma...
Coca-Cola FEMSA's performance is closely tied to consumer demand in Mexico; a stronger economy and peso would likely boost sales and improve profit margins on imported materials.
CEMEX S.A.B. DE C.V. SPON ADR REP 10 ORD SHS
CX
Current Price
$10.70
As a leading global cement and building materials company based in Mexico, CEMEX stands to gain from increased construction and infrastructure project...
As a leading global cement and building materials company based in Mexico, CEMEX stands to gain from increased construction and infrastructure projects fueled by heightened investor confidence.
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10 of 15 assets in this group are rated Buy by professional analysts.
