• Focus on nearshoring: How Chinese investment in Mexico could threaten nearshoring trends

  • 2024/06/12
  • 再生時間： 17 分
  • ポッドキャスト

Focus on nearshoring: How Chinese investment in Mexico could threaten nearshoring trends

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  • With U.S. elections on the horizon, investors are paying close attention to China’s increasing investment in Mexico and its impact on trade tensions, global supply chains and the Mexican economy. On this episode of Market Points, Rodrigo Echagaray, Managing Director, Head of Latam Equity Research and Global Head of Product Management, and Analysts, Alfonso Salazar Herrera and Francisco Suarez, discuss what’s driving these strategic investments. They explore potential responses from policymakers, such as higher tariffs or changes to the United States-Mexico-Canada Agreement, and the risks and opportunities Chinese investment brings to key sectors of Mexico’s economy, including EVs, steel and infrastructure.
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あらすじ・解説

With U.S. elections on the horizon, investors are paying close attention to China’s increasing investment in Mexico and its impact on trade tensions, global supply chains and the Mexican economy. On this episode of Market Points, Rodrigo Echagaray, Managing Director, Head of Latam Equity Research and Global Head of Product Management, and Analysts, Alfonso Salazar Herrera and Francisco Suarez, discuss what’s driving these strategic investments. They explore potential responses from policymakers, such as higher tariffs or changes to the United States-Mexico-Canada Agreement, and the risks and opportunities Chinese investment brings to key sectors of Mexico’s economy, including EVs, steel and infrastructure.
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