DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
— - 1 Andrés Manuel López Obrador's - 1 Meagan Nace - 1 Nace - 1 Morgan - 1 Nikolaj Lippmann - 1 Lippmann - 1 Lippman - 1
Top related locs:
Mexico Asia Mexican nearshoring Baja California United States Monterrey Nuevo Leon
Top related orgs:
U.S - 1 Grupo - 1 Artisan Partners - 1 Companies - 1 Partners - 1 Semiconductor - 1 New York Stock Exchange - 1

Search resuls for: "Nikolaj Lippmann"


3 mentions found


☆ Mexico stocks are surging this year on reshoring bets, but big risks can knock down the rally
  + stars: | 2023-07-12 | by ( Sarah Min | ) www.cnbc.com   time to read: +5 min
The Mexico nearshoring play is real, but investors should be aware of some pitfalls. Nearshoring — also called reshoring, onshoring, inshoring or backshoring — is helping drive Mexican stocks higher this year. For U.S. companies, there are compelling advantages to moving operations to Mexico from Asia, including geographical proximity, as well as low labor costs. "There is no nearshoring industrial revolution without electricity," according to a March note where Lippmann discusses Mexico's need to revamp its electricity infrastructure. According to Nace, the firm is the largest auto insurance company in Mexico, "similar to a Progressive in the United States.
Persons: —, Andrés Manuel López Obrador's, Meagan Nace, Nace, Morgan, Nikolaj Lippmann, Lippmann, Lippman, López Obrador, Tesla Organizations: U.S, Grupo, Artisan Partners, Companies, Partners, Semiconductor, New York Stock Exchange Locations: Mexico, Asia, Mexican, nearshoring, Baja California, United States, Monterrey, Nuevo Leon, U.S
☆ Mexican stocks are on fire this year. Here's what's driving the gains
  + stars: | 2023-03-12 | by ( Alex Harring | ) www.cnbc.com   time to read: +6 min
Closer supply chains to the U.S. are giving Mexican stocks a big boost to start the year. The iShares MSCI Mexico ETF (EWW) , which is made up of Mexican stocks, is performing even better — up 15.2%. EWW YTD mountain EWW in 2023 One key factor driving this early outperformance is "nearshoring," which refers to companies bringing supply chains closer to their home country. In this case, many U.S.-based companies are moving their supply chains to neighboring Mexico, which could lead to even more gains in Mexican stocks. Lippmann said the firm likes stocks directly helped by nearshoring trends, such as the real-estate firm Vesta and airport operator OMA .
☆ Nearshoring represents 'a lifetime opportunity' to invest in Mexico, BofA says. How to play it
  + stars: | 2022-11-02 | by ( Fred Imbert | ) www.cnbc.com   time to read: +5 min
This has already led to a manufacturing surge in Mexico and represents "a lifetime opportunity" to invest in Latin America's second-largest economy, according to Bank of America. "Nearshoring represents Mexico's best growth opportunity for the next 10 years and it is already occurring," Bank of America's Capistran said. The EWW is up 1.9% in 2022, easily outperforming the S & P 500. All five of those stocks are outperforming the S & P 500 this year, with FirstCash jumping nearly 30% and Sanmina popping 38%. PriceSmart and Ingredion are down 6.4% and 8.2%, respectively, in 2022, but that's still better than the S & P 500's 19% drop for the year.
0 next >>
Total: 3