Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Mexico Is Becoming the Top US Trade Partner in 2026
In Episode 66 of The Emerging Markets Podcast, Lucas and Luna examine Mexico's rise as the top US trade partner, overtaking China in 2026. They discuss how nearshoring has boosted Mexico's manufacturing exports by 12% year-over-year, the role of the USMCA trade deal, and what this means for investors. With the trade-weighted US dollar index at 119.5 and the yuan weakening to 6.76 per dollar, the hosts analyze why the iShares MSCI Mexico ETF (EWW) has been flat while other EM funds surge. They also touch on the competitive landscape, including Vietnam's semiconductor gains, and…
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