How Mexico Is Becoming the EM Manufacturing Powerhouse

In this episode, Lucas and Luna explore how Mexico is emerging as a dominant manufacturing hub in emerging markets, driven by nearshoring trends away from China. With the trade-weighted US dollar index at 120.1 and the yuan weakening to 6.77 per dollar, Mexico is attracting record foreign direct investment, especially in automotive and electronics. We discuss the specific advantages Mexico offers, like proximity to the US market and the USMCA trade agreement, and how this shift is reshaping supply chains. We also touch on the broader implication for EM investors, noting that the iShares MSCI Mexico ETF (EWW) is up recently while other EM ETFs like EEM and VWO have been flat. The episode includes a natural donation segment where Luna and Lucas acknowledge listener support for keeping the show ad-free. #Mexico #Nearshoring #Manufacturing #SupplyChain #USMCA #ForeignDirectInvestment #Automotive #Electronics #ChinaPlusOne #EmergingMarkets #EMInvesting #EWW #TradeWar #Reshoring #Globalization #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo