Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)
- Although the cost of materials and labor is generally higher in Mexico than in China, the gap has been shrinking over the years, with wages in China growing at a more rapid clip.
- Still, countries in Asia such as Vietnam and Thailand appear to be taking up a large chunk of manufacturing investment that might have once gone to China.
- Chinese businesses are less likely to be spooked by AMLO’s habit of railing against foreign companies, given that many have experience operating in emerging markets.
- Yet, unlike China, Mexico doesn’t boast extensive networks of suppliers across a large number of industries. READ MORE
- Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)
- As Ties With China Unravel, US Companies Head to Mexico (NYT)
- Back to “Old School” Emerging Markets: Mexico (Wellington Management)
- In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)
- Surviving the Pharma Drug Price Wars in Emerging Markets (PharmExec.com)
- Mexico Falls Six More Places in the Global Competitiveness Report
- Energy Politics Cloud Mexican Bid To Join US Semiconductor Rush (Reuters via IB Times)
- Nationalism Awakens in Mexican Presidential Race (Reuters)
- Mexico and Colombia Join ‘Fragile Five’ Emerging Markets (FT)
- 3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)
- An Asian Perspective On Trade Plus Mexico Becomes The Second Front (Northern Trust)
- Fortune Magazine’s Best Emerging Markets to Invest in Now
- Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)
- Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)
- Mexico’s Economic Reforms Take Hold (CSMonitor)
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