Category: Kingsway Mexico

January 2026 revealed an environment of simmering tension for Mexico. Violence surged sharply, contrasting with the official narrative of December 2025, while the government responded with high-profile arrests and increased cooperation with the United States. In politics, the Sheinbaum administration moved forward with the groundwork for electoral reform leading up to 2027, managing to maintain…

Mexico ends the year with a mix of quiet shifts and lingering risks. Sheinbaum is recalibrating - softening her stance in areas where investor confidence matters most, while doubling down on symbolic control in others. The assassination of Mayor Carlos Manzo back in early November triggered federal troop deployments and drew fresh scrutiny from the…

The mood in Mexico is shifting. Political and security pressures are rising fast, and this time they’re coming from within. The assassination of Carlos Manzo - a defiant mayor who embodied local resistance to cartel violence - has triggered a national reckoning. Protests are spreading, federal authority is under fire and the Sheinbaum government is…

October saw Mexico stumble into a test of resolve. A wave of natural disasters exposed how thin the state’s capacity really is. Its infrastructure frayed, finances stretched and legacy decisions now echo loudly. At the same time, coordinated moves by Mexico and the United States to strike organised‑crime networks are putting the pillars of sovereignty…

This month, Sheinbaum’s administration carried out one of the most significant operations against organised crime, as anticipated. Its importance lies not only in disrupting cartel revenue streams but also in signalling a political shift on three fronts: alignment with US priorities, increased investor confidence, and a deliberate move to distance herself from her predecessor’s agenda.………

As August ended we saw Mexico with one foot on the accelerator and the other hovering near the brake. On the surface, investor sentiment remains strong and being driven by targeted infrastructure pushes, steady monetary easing and signs of deeper US-Mexico coordination. But dig a little deeper and the structural risks are hard to ignore.………

Mexico closed July walking a fine line between continuity and course correction. A high-profile corruption case has punched a hole in the ruling coalition’s image, exposing familiar rot just as the new president tries to assert distance from AMLO’s inner circle. At the same time, foreign capital continues to flow in—underscoring the disconnect between political…

June highlighted Mexico’s challenge in preserving economic momentum while facing growing geopolitical and institutional pressure. Foreign investment showed signs of pausing, though the country's core strengths remain solid. The judicial elections raised new questions about democratic checks and balances, while increased scrutiny from the United States on Mexican banks signalled a shift in financial enforcement.………

May revealed widening contrasts across corporate Mexico. While some firms reported contractions driven by inflationary pressure, operational delays or softer demand, others posted solid gains - signalling that current volatility is testing firms’ adaptability. Nearshoring momentum appears to have slowed, but previously announced investments remain intact, with no sign of capital withdrawal.…… Read the rest

April showed, once again, that Mexico can hold its ground under pressure - though some internal cracks are getting harder to ignore. As we flagged last month, the new U.S. tariffs under Trump didn’t come through USMCA channels. Instead, they landed outside the formal trade framework, aimed more at headlines than actual disruption.…… Read the…