Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Mexico Became America's Top Trade Partner
Mexico has overtaken China as the United States' largest trading partner, a shift driven by nearshoring, tariffs, and supply chain realignment. In this episode, Lucas and Luna unpack the numbers: US trade deficit widened to $77.6 billion in May, while Mexico's exports to the US surged. They explore how Mexican industrial stocks like the iShares MSCI Mexico ETF (EWW) are pricing in the boom, what it means for other emerging markets, and the risks—infrastructure bottlenecks, energy constraints, and a strengthening peso. With the US dollar index at 120.5 and the yuan flat, the…
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