Polar Capital

Mexico: Momentum or moment?

Since 2013, Mexico has improved its footing relative to key competitors such as China in several ways, including labour costs, exchange rates, commodity costs and tax rates, all of which increase the country’s comparative attractiveness for investment. As geopolitical tensions simmer and companies look for supply chain stability, Mexico has also emerged as something of a nearshoring nirvana.
In this report, Naomi Waistell, Manager of the Polar Capital Emerging Market Stars Strategy, gives the findings from her recent research trip to Mexico, exploring the extent of potential opportunities and assessing whether this could really be ‘Mexico’s moment’.