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.
