Mexico Has Become The Top Trade Partner of the US

One of the beneficiaries of the phenomenon of “friendshoring” since the covid-19 pandemic has been our Southern Neighbor Mexico. Friendshoring is the concept of growing trade with friendly countries. When supply-chain issues became a major problem for companies recently many opted to try friendshoring by locating plants closer to home in nearby countries as opposed …

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On The Dramatic Plunge of Mexican Airport Operator Stocks

Mexican airport operators have been one of the best performers until recently. On Oct 5th however they plunged dramatically when the Mexican government abruptly announced changes to the concession agreements which would reduce their revenues. The companies themselves have not released the specific details on how this change would impact them. Investors were not taking …

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