1Yr·

Nice that Echtgeld.TV finally deals with Mexico in today's episode.


Since my introduction and purchase of $GMEXICOB (-1.23%)
https://getqu.in/y0CqSU/ I am looking for more opportunities in the Mexican/Latin American market.


Coca Cola Femsa is unfortunately out for me, since I was often enough in their companies and I prefer to stay with the parent company and with $MELI (+2.36%) I have simply missed the entry so far.


The markets are much more interesting for me than an investment in India.

Even if corruption and political imponderables are very likely here, especially downstream from Mexico.

But:

The consumption appetite of the U.S. needs to be fed and supplied and there Mexico has put itself in a good position.


FunfactOne of the largest German foundries for cylinders and engine blocks in Saarland has been part of Mexico for two decades. $NEMAKA and was the beginning of the technology transfer from Germany to Mexico.


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The trumpets of Mexico, invite you.... to coffee and cake, and glazed guinea pig 🇲🇽🎺☕️🥧🍽🍗 - Helge Schneider
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In my opinion, there are few top companies. Much of the growth will end up with foreign companies. $GMEXICOB would be too risky for me in terms of political influence.$MELI I find top positioned$NU and $BBVA are strong in the financial sector. Otherwise I rather bet on US companies with a strong presence in Mexico $HD $COST $PEP Saludos 👋
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https://www.justetf.com/de/etf-profile.html?query=mex&groupField=none&sortField=ter&sortOrder=desc&from=search&isin=IE00B5WHFQ43#uebersicht If the media only report after such price movements - is anyone still surprised that momentum works?
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How about Wal-Mart mexico or America movil or gruppo Aeroporto d. Pacific?
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@Der_Dividenden_Monteur The Saarland company I mentioned is about 20 minutes away from me by car. But there are always ups and downs with them, too, and electrification isn't making things any better at the moment.
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To $NEMAKA: Cylinder heads and engine blocks account for 77% of sales 😵‍💫
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$VALE in the cyclical low.
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