Mexico: a new chapter in business investment

The beginning of Claudia Sheinbaum's government as president of Mexico has been received with a positive message from the business sector, with investment commitments exceeding 42 billion pesos.

Claudia Sheinbaum's government has started with the promise of strengthening the Mexican economy, ensuring stability and certainty for investors. The business sector has responded positively, with investment commitments exceeding 42 billion pesos in projects spanning several key sectors.

The president, upon taking office, emphasized in her inauguration speech the importance of fiscal responsibility and investment protection, which has generated tranquility in the business environment, which had been cautiously observing the reforms to the Judiciary and the concentration of power in Morena.

Among the key players that have expressed their support for the new government is the Business Coordinating Council (CCE), whose president, Francisco Cervantes Díaz, assured that large companies such as Iberdrola and FEMSA will maintain their investments in Mexico. This support suggests that Sheinbaum's policies have managed to dispel, at least in part, the uncertainties that arose prior to her arrival to power.

The proposal to maintain a balance between debt and Gross Domestic Product (GDP) has been another factor that has given confidence to the private sector, highlighting that the government is committed to macroeconomic stability.

The strengths of the Mexican market in this context include its strategic position for the nearshoringThis phenomenon has prompted many global companies to relocate their operations to countries close to their main markets, such as the United States.

Mexico has benefited from this trend, which has allowed sectors such as manufacturing and energy to see an increase in investment. In addition, infrastructure and trade agreements, such as the T-MEC, remain key points for attracting more foreign capital. Claudia Sheinbaum's ability to establish a climate of legal and economic security reinforces these strengths, ensuring that the country remains an attractive option for companies looking to expand in the region.

Despite efforts to generate confidence, changes in the Judiciary and the growing influence of Morena in Congress have created a sense of vulnerability in some business sectors. Uncertainty about how these reforms will affect legal stability and decision-making in the long term remains a factor that may hold back new investments. In addition, internal political tensions and polarization could generate instability at crucial moments, affecting investor perception.

In terms of opportunities, the nearshoring continues to represent a significant window for Mexico, especially in sectors such as automotive, technology and renewable energy. The country has the potential to consolidate itself as a major industrial hub in Latin America if favorable conditions for investment continue. In addition, increasing digitalization and a focus on sustainability open up new markets that could be tapped by domestic and foreign companies in conjunction with Sheinbaum's government.

External pressures, such as global economic volatility and potential trade disputes, may affect investment flows. U.S. monetary policy, changes in energy prices, and trade disputes could negatively impact projected growth.

Internal stability will be crucial to navigate these challenges, and the ability of the new government to manage these risks will be a key determinant of the success of its administration in economic terms.

Business support for Claudia Sheinbaum reflects a vote of confidence in her ability to generate the necessary conditions for growth, but the road to economic consolidation still faces challenges.

Collaboration: Editorial Auge.