Category: Kingsway Mexico

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…

As Mexico enters Q2, security concerns are beginning to erode support for MORENA, particularly among its traditional base. However, President Sheinbaum’s firm stance against Trump’s tariff threats has earned her growing approval among former sceptics, signalling a shift in political dynamics. Her administration now walks a fine line - managing rising violence while maintaining economic…

As March begins, Mexico faces a complex landscape shaped by tariff threats, economic resilience and escalating security concerns. The government remains focused on investment, nearshoring, and infrastructure to sustain growth. While the banking sector remains strong, inflation and exchange rate volatility persists. Business confidence holds steady, fueled by expanding firms and startups, even as authorities…

With Trump’s tariffs now confirmed, Mexico faces economic uncertainty, political tensions, and security challenges. The government remains firm, promoting investment, nearshoring, and trade diversification to counter risks. While industries dependent on U.S. exports brace for impact, major corporations continue expanding, signalling long-term confidence. Security policies aim to contain cartel violence, and judicial reforms add further…

December 2024 shone a spotlight on Mexico’s delicate but skillful balancing act of managing domestic reforms and international pressures. President Sheinbaum has advanced labour and wage policies to strengthen her political base while mitigating the impact on business. Migration strategy approaches combined enforcement with protection, addressing U.S. demands but still safeguarding Mexican nationals abroad.…… Read…