Emerging Markets: A Letter from Mexico

19 October 2023

Our specialist Emerging Markets equities investment partner, Northcape Capital, recently returned from a trip to Mexico. In this paper the team delves into some of the economic and geopolitical factors underpinning the strength of the Mexican market. The team also discuss insights gained from meetings on the ground with various companies, economic and political experts and why Mexico remains one of the portfolio’s largest active country weights.



Northcape Capital

Northcape Capital
Expert Investment Partner