Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Mexico Is Becoming the New China for US Supply Chains
This episode of The Emerging Markets Podcast explores how Mexico is rapidly displacing China as the preferred manufacturing hub for US companies, driven by nearshoring trends, trade tensions, and the strong dollar. Lucas and Luna break down the numbers: the EWW ETF is up 0.9% in the last five days, while the Mexican peso has strengthened against the dollar. They discuss real-world examples like Tesla's Gigafactory in Nuevo León and the boom in industrial real estate along the border. The hosts explain why Mexico's export growth to the US has surged past China's, and what this…
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