Miner Company
Mexico: The Manufacturing Hub Of North America
A beneficiary of nearshoring, Mexico is a real economy market with indirect exposure to the AI infrastructure build-out. Recent relative outperformance driven by industrials and materials, with supportive valuations and a rate-cutting cycle.
A beneficiary of nearshoring, Mexico is a real economy market with indirect exposure to the AI infrastructure build-out. Recent relative outperformance driven by industrials and materials, with supportive valuations and a rate-cutting cycle.