Covering the Mexican Economy, Actinver Research

Actinver

Our product offering is based on award winning forecasts and a deep understanding of artificial intelligence tools. 
We cover the Mexican economy with in-depth sector and state knowledge, as well as the integration with the U.S., providing high added value studies. 
To provide comprehensive coverage, we analyze the main macroeconomic variables, sectors, indexes and market information. 
Through solid statistical and computational tools we generate targeted investment strategies for clients with advanced investment profiles such as pension funds, hedge funds and others.

Covering the Mexican Economy

Actinver Research

Actinver is a mexican leading financial group, that generates well being for individuals and companies through advisory services that provides investment management to maintain and grow their wealth.

Equity Bottom-Up

GMexico Transportes SAB de CV / Equity Bottom-Up

GMexico Transportes SAB de CV (GMXT* MM EQUITY)

<ul><li>Amid a potential move from President Trump to increase manufacturing in the U.S., there could be a slowdown in investment in Mexico, and thus the nearshoring tailwind could be reduced.</li><li>Nonetheless, we continue to see it as a driver of further investment unless the trend fades away.</li><li>As a result, Mexico’s Logistics Sector is well-positioned to take advantage of foreign investment inflows.</li></ul>

Amid a potential move from President Trump to increase manufacturing in the U.S., there could be a slowdown in investment in Mexico, and thus the nearshoring tailwind could be reduced.Nonetheless, we continue to see it as a driver of further investment unless the trend fades away.As a result, Mexico’s Logistics Sector is well-positioned to take advantage of foreign investment inflows.

GMXT* MM - Actinver Research - Transport Sector: Playing the Nearshoring Names (Sector Update)