EWW: I'm Less Bullish On Mexico After This Year's Rally (Downgrade)

Mexico has rallied sharply this year. That has changed the risk profile for the iShares MSCI Mexico ETF heading into 2026. U.S.-Mexico trade relations remain robust, but USMCA renegotiations and shifting U.S.-China dynamics are risks to the reshoring thesis next year. I believe the near-term catalysts for the Mexican ETF have largely played out, and I prefer individual Mexican stocks for ongoing exposure in that market.

Seeking Alpha • Dec 10, 2025

Mexico and Canada Stocks Are Through the Roof. What Trade War?

Mexico's President Claudia Sheinbaum has sweet-talked U.S. President Donald Trump while Canadian Prime Minister Mark Carney has used tougher talk. Both markets have outperformed.

Barrons • Nov 25, 2025

Emerging markets are an AI play at a huge discount, says HSBC's Alastair Pinder

Alastair Pinder, HSBC Head of EM/Global Equity Strategist, joins 'Closing Bell Overtime'  to talk the growth in emerging markets.

CNBC Television • Nov 6, 2025

EWW: The Easy Money In Mexican Equities Has Been Made

The U.S. market is starting to show bubble characteristics, shifting focus to international opportunities for better value. EWW's current P/E ratio (~17x) is more moderate compared to global markets but not cheap given emerging market risks. The dividend yield (TTM) at 3.97% looks appealing but has historically been volatile—expect fluctuations tied to currency exchange rates and market conditions.

Seeking Alpha • Sep 29, 2025

Headwinds For Mexican Economy Spell Trouble For EWW And FLMX

EWW and FLMX have delivered strong YTD returns, outperforming the S&P 500 and ranking highly among international ETFs. Both funds are heavily concentrated in a few sectors and top holdings, with similar performance and minimal cost differences. Mexican equities face valuation concerns, currency tailwinds may reverse, and their long-term track record lags US stocks significantly.

Seeking Alpha • Aug 31, 2025

Trump announces 30% tariffs on EU and Mexico

President Donald Trump revealed the new rates in letters to European Commission President Ursula von der Leyen and Mexico's president Claudia Sheinbaum.

CNBC • Jul 12, 2025

Trump announces significant 30% tariffs against Mexico, EU to begin next month

President Trump imposes new 30% tariffs on Mexican and EU imports effective August 1, warning that any retaliatory measures will be matched and added to the base rate

Fox Business • Jul 12, 2025

Trump announces 30% tariff on imports from EU

Donald Trump has announced he will impose a 30% tariff on imports from the European Union from August.

Skynews • Jul 12, 2025

Trump Imposes 30% Tariffs On EU And Mexico

President Donald Trump announced Saturday his administration is imposing 30% tariffs on imports from the European Union and Mexico, hiking up the tariff rate for two of the U.S.'s biggest trading partners despite lengthy negotiations.

Forbes • Jul 12, 2025

Trump rounds out key tariff threats with letters to EU and Mexico

President Donald Trump on Saturday announced 30% tariffs on the European Union and on Mexico, cementing a new high level of levies with key trading partners ahead of an Aug. 1 implementation.

Market Watch • Jul 12, 2025