Economic Perspectives 2025: A Talk to Review Mexico’s Opportunities and Trends

Organized and presented by Actinver, the Economic Perspectives 2025 breakfast was held in the elegant Salón Vallarta at the Marriott Puerto Vallarta Resort & Spa. This exclusive event gathered prominent entrepreneurs and investors from our destination to hear about Mexico’s economic trends and its outlook for 2025.

The engaging presentation was led by Enrique Covarrubias, chief economist and director of Analysis at Actinver, who provided an in-depth and detailed analysis of the country’s economic landscape, areas of opportunity and key recommendations for investors.

In times of economic uncertainty, such meetings are essential to understanding the challenges and opportunities in the Mexican market and how investors can take advantage of these changes to optimize their strategies.

LOOKING TO THE FUTURE: ECONOMIC FORECASTS AND AREAS OF OPPORTUNITY

During his presentation, Covarrubias highlighted the main factors that will shape Mexico’s economy in 2025, focusing on three main areas of interest that should attract investors’ attention.

1. Artificial Intelligence and Technology: An Unstoppable Revolution

One of the central themes of the presentation was the impact of Artificial Intelligence (AI) on the global economy. Covarrubias highlighted how AI is transforming various sectors, especially the financial and technology industries, with exponential growth in key companies such as Nvidia, whose market value has skyrocketed in recent years.

This phenomenon is also affecting the Mexican stock market, with AI emerging as a key investment opportunity. According to Covarrubias, artificial intelligence represents a revolution similar to previous major technological innovations, and as AI tools continue to evolve, investors must quickly adapt to these advances to stay ahead.

2. The Impact of Trade and Migration: Critical Factors for Growth

Another important issue highlighted by Covarrubias was the relationship between trade and migration policies between Mexico and the United States, particularly in the context of remittance flows and trade agreements. Changes in political dynamics, such as the impact of the USMCA and relations with the U.S. administration, continue to influence the Mexican economy. This is a factor to consider for those looking to invest in sectors that could benefit from these dynamics, such as manufacturing and real estate.

3. Mexico in 2025: Growth Outlook and the Challenges of Global Instability

Regarding the economic outlook for Mexico in 2025, Covarrubias discussed the gradual recovery of economic growth, emphasizing that the country is emerging from a period of moderate growth. Despite global market fluctuations, Mexico remains an attractive destination for investment due to its political stability, proximity to the United States, and expanding economic sectors.

However, he also stressed the importance of considering the risks associated with global political instability, such as the war in Ukraine and economic tensions in other regions. These factors can have a direct impact on financial markets and investment decisions around the world.

ENRIQUE COVARRUBIAS
Enrique Covarrubias is one of the most influential figures in Mexican economics. With an impressive academic background that includes a degree in mathematics from the University of Cambridge, a master’s degree from La Sorbonne, and a Ph.D. from the University of Edinburgh, Covarrubias has combined a solid technical foundation with extensive professional experience at renowned institutions.

Prior to joining Actinver in 2016, Covarrubias was a professor at the Universities of Oxford and Copenhagen and played a key role at the Bank of Mexico. Since joining Actinver, he has led the economic analysis team and received numerous accolades for his work, including awards from Bloomberg, Reuters, and FocusEconomics. He was also recognized as one of Mexico’s Most Influential Economists by Forbes Magazine, highlighting his authority and prestige in the sector.

In his current role, Covarrubias leads research and economic analysis efforts, providing valuable insights to investors and businesses seeking to navigate the complex economic landscape of Mexico and the world.