In this video, Omotunde Lawal, head of emerging markets corporate debt, at Barings, looks at the prospects for investors in Mexico just over six months after the inauguration of leftist president Andrés Manuel López Obrador (Amlo).
Mexico has been the darling for emerging markets investors in recent years but Amlo’s victory last year unnerved investors in Latin America’s second-biggest economy. But after a bumpy start, does the data suggest investors are warming to Mexico under president Amlo? Which sectors offer opportunity for corporate debt investors and why?