Mexico's Export Boom
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.
Your Basket's Financial Footprint
Market capitalisation breakdown for the 'Mexico's Export Boom' basket, highlighting large-cap concentration.
- Large-cap dominance suggests lower volatility and broader market tracking, likely offering more stable performance than small-cap baskets.
- Suited as a core holding for diversified portfolios, generally not appropriate as a speculative, short-term trade.
- Expect steady, long-term value growth rather than explosive short-term gains; returns will likely be gradual.
UNP: $134.37B
PLD: $117.00B
FMX: $30.53B
- Other
About This Group of Stocks
Our Expert Thinking
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.
What You Need to Know
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.
Why These Stocks
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.
Why You'll Want to Watch These Stocks
The Nearshoring Revolution
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.
Supply Chain Winners
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.
Beyond the Headlines
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.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Digital Identity Stocks | Regulatory Compliance Risks
Australia's new law restricting social media for minors has prompted a legal challenge from Reddit, highlighting a growing global need for compliance. This regulatory shift creates a significant opportunity for companies specializing in digital identity and age verification technologies.
Energy Security Sanctions At Sea Theme 2025
The U.S. seizure of a Venezuelan oil tanker escalated geopolitical tensions and created immediate oil supply concerns. This theme focuses on companies poised to benefit from increased maritime security, shifting energy logistics, and heightened demand for compliant shipping.
Enterprise AI Software Investment Outlook 2025
Adobe's strong revenue forecast, driven by successful AI feature monetization, signals a key growth trend for the software industry. This event highlights an investment opportunity in established software companies effectively embedding AI to drive new revenue streams.