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.

Thematic (Sector/Industry)

Mexico Consumer discretionary / Thematic (Sector/Industry)

Fomento Economico Mexica-Ubd (FEMSAUBD MM)

<ul>
<li>For 2026, we analyze the following main themes: 1) USMCA and its impact on investment; 2) World Cup and its impact across industries; 3) MX macro conditions and where Consumers might continue spending; 4) Construction, public investment and interest rates; 5) E-commerce, logistics and Real Estate; 6) Data centers and AI; 7) Overall state of the U.S. economy and its implications for MX companies; 8) Regional differences in growth across MX.</li>
<li>Overall, within our different covered sectors, we see positive drivers, especially as 2025 represents an easy comp (e.g., USMCA, Construction, MX and U.S. economies); we therefore opt to have a more constructive view ahead.</li>
<li>We are also launching our Mexico Top Picks: TRAXION, CHEDRAUI, ALSEA, FEMSA and VESTA; we include VINTE as a low liquidity Top Pick.</li>
</ul>


For 2026, we analyze the following main themes: 1) USMCA and its impact on investment; 2) World Cup and its impact across industries; 3) MX macro conditions and where Consumers might continue spending; 4) Construction, public investment and interest rates; 5) E-commerce, logistics and Real Estate; 6) Data centers and AI; 7) Overall state of the U.S. economy and its implications for MX companies; 8) Regional differences in growth across MX.
Overall, within our different covered sectors, we see positive drivers, especially as 2025 represents an easy comp (e.g., USMCA, Construction, MX and U.S. economies); we therefore opt to have a more constructive view ahead.
We are also launching our Mexico Top Picks: TRAXION, CHEDRAUI, ALSEA, FEMSA and VESTA; we include VINTE as a low liquidity Top Pick.


액틴버 리서치 - 멕시코 주식 시장 분석: 2026년 주요 테마