This podcast explores how a Trump presidency could affect Mexico's economy and trade dynamics. While international investors are feeling uneasy, many investors within Mexico see potential opportunities. The conversation delves into the intricate relationship between US-Mexico trade, China's role as both a competitor and a possible trade ally for Mexico, and the upcoming review of the USMCA in 2026. Key issues include the risk of renewed US tariffs and Mexico's need to balance its trade ties with both the US and China, which may lead to a decreased dependence on China for manufacturing and trade. Despite these challenges, the panelists believe that Mexico's integrated manufacturing ecosystem and the trend toward nearshoring could position the country well in the long run, provided that necessary policy changes are made.
