- Vista Energy (NYSE: VIST): Has the Largest Shale Oil and Gas Play Under Development Outside North America
- Betterware de Mexico (NASDAQ: BWMX): Mexico’s Direct Selling Powerhouse With Big Expansion Plans
- Countries Compete to Lure Manufacturers From China (WSJ)
- Gruma – LATAM Stocks Investment Analysis #13 (LATAM Stocks Substack)
- Mexico’s Industrial Hubs Grow as Part of Trade Shift Toward Nearshoring (WSJ)
- Emerging Markets Debt: Springtime in January? (Barings)
- Energy Politics Cloud Mexican Bid To Join US Semiconductor Rush (Reuters via IB Times)
- Analysis: Mexican Companies Could Resort to More Spinoffs to Enhance Market Value (Reuters)
- The Brazilian Real and the Mexican Peso Have Climbed Against the Dollar as it Steamrolls Rival Currencies This Year — But Economic and Political Risks Could Eat Into Their Gains (Markets Insider)
- Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)
- As Global Funding Dries Up, Mexico’s Delivery Startups See an Opportunity (rest of world)
- In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)
- Latin America’s Vicious Circle is a Warning to the West (The Economist)
- Pricey Tortillas: LatAm’s Poor Struggle to Afford Staples (AP)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)
- Rich Mexicans are Fleeing to Miami and Funneling Money Overseas (Financial Post)
- An Asian Perspective On Trade Plus Mexico Becomes The Second Front (Northern Trust)
- Exchange Rate Predictability in Emerging Markets (Amundi AM)
- Mexico Analysis: Tequila Surprise? (LGIM)
- A Case for Mexican Assets (LGIM)
- 3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)
- Inside Mexican Capital Markets with BBVA Bancomer’s Jaime Lazaro (Enterprising Investor)
- Mexico’s Economic Reforms Take Hold (CSMonitor)
- Nationalism Awakens in Mexican Presidential Race (Reuters)
- Political Reckonings Loom in Pivotal Elections Across Latin America (WPR)
- Mexico Could Still be a Winner if NAFTA is Retooled (CNBC)
- Latin American Political Turmoil is Roiling These Markets (Bloomberg)
- Chinese Wages Now Higher Than in Brazil, Argentina and Mexico
- The Mexican Peso as a US Election Barometer (Bloomberg)
- Mexico and Colombia Join ‘Fragile Five’ Emerging Markets (FT)
- Is There Progress Fighting Latin American Corruption? (Economist)
- Fortune Magazine: Seven Emerging Markets to Invest in Now
- Fortune Magazine’s Best Emerging Markets to Invest in Now
- Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)
- Hungary, Poland, Mexico and South Korea Poised to Handle a Pull Back in US Monetary Stimulus (WealthManagement.com)
- S&W’s McGrath: Emerging Markets Are at the Perfect Entry Point (FE Trustnet)
- As Ties With China Unravel, US Companies Head to Mexico (NYT)
- Quálitas Controladora (BMV: Q): A Potential NAFTA and Mexico Nearshoring Play
- Mexico’s $100-Billion Auto Parts Industry is Reinventing Itself for the EV era (Rest of World)
- Buy Union Pacific: A Strategic Play On Manufacturing Nearshoring To Mexico (Seeking Alpha)
- EMs With Stronger Fundamentals Should See Inflows (Capital Group)
- Forget Big Tech—Emerging Market Stocks Will be the Leaders of the Next Decade as India Takes China’s Thunder, Morgan Stanley IM Says (Fortune)
- Mexico’s President Likely to Leave Big Projects Unfinished (AP)
- Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)
- Latin America’s Pink Wave Faces Investor Skepticism (The Emerging Markets Investor)
- Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
- Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)
- How Food Inflation is Swallowing Latin America’s Dietary Staples (Financial Times)
- Mexico Takes Aim at Private Companies, Threatening Decades of Economic Growth (WSJ)
- Emerging Markets, Leftist Latin Americans, and the Next Taper Tantrum (LGIM)
- Emerging Markets: Politics and Elections in 2021 (Wellington Management)
- Back to “Old School” Emerging Markets: Mexico (Wellington Management)
- False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)
- Top Risks 2019: Bad Seeds (Eurasia Group)
- The “Next Eleven” and the World Economy (The Asset)
- The S&P Indices Versus Active (SPIVA) Latin America Scorecard (S&P Dow Jones Indices)
- Emerging Market Monitor: Hit by the Trump Trade (Pictet Asset Management)
- Latin America: Will Politics Overshadow GDP Growth? (Invesco)
- Emerging Markets: Why Politics Matter in 2018 (Hermes)
- The 5 Best Emerging Markets for 2018 (Kiplinger)
- Mexico’s Trumpian Populist Pushes “Mexican People First” (Politico)
- Is Mexico’s Populist Lopez Obrador Still the Presidential Favorite in 2018? (WPR)
- Why Trump’s Talk on NAFTA Matters to the Rest of Latin America (Miami Herald)
- Bloomberg’s Misery Index’s Most Miserable Emerging Markets
- Trump Win Could Freeze Mexico Investment (The Hill)
- Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)
- Latin American Stocks to Consider (Aberdeen)
- Key Findings: Credit Suisse Emerging Markets Consumer Survey
- Emerging Market CDS Volume Up 46% in 2014 (EMTA)
- Mexico Falls Six More Places in the Global Competitiveness Report
- BMW’s $1 Billion Bet on Mexico (Reuters)
- Analysts Favor Currencies Like the Mexican Peso, Won and Zloty (WSJ)
- Surviving the Pharma Drug Price Wars in Emerging Markets (PharmExec.com)
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