With the days numbered until the end of 2022, analysts focus their binoculars on what 2023 holds. Nearshoring, inflation and the threat of global rescission will be the phenomena that will mark the economic and business context in Mexico, at least in the short term. term, according to analysts consulted by Bloomberg Línea.

Some companies could benefit from the country's geographic position as global supply chains serving the United States reconfigure. The trend may boost industrial real estate and logistics companies.

Check here: What are the industrial markets that dominate construction in the country?

Nearshoring will also extend its bonanza to other segments, such as the financial sector, which will have to loosen pockets to help finance growth, mainly in northern Mexico, although in the context of high interest rates.

Just as some win, others lose. Higher financing costs may not be good news for companies that must pay down debt in 2023 or that have struggled for years to improve their leverage levels.

The main brokerage houses in Mexico put 10 companies on their radar for monitoring, among which are Fibra Macquarie and Fibras Plus, among others such as Cemex, Alsea, Chedraui, Femsa, Regional and Traxion.

Fibra Macquarie closed 3Q 2022 with income of 2,474 million pesos, while Bloomberg projects that in 2023 it will reach 4,646 million pesos. Let us remember that industrial fibers could be a sector that benefits from the importance of the supply chain to the United States. The company has an estimated market value of 21,270 million pesos.

Of interest: Industrial construction will continue strong in the Saltillo market

For its part, Fibra Plus will continue its integration plan with Fibra HD, which includes refinancing the debt of both investment vehicles. 

In 2023, the trust expects to deliver the Espacio Condesa mixed-use project and the Bora residential project, although the Fibra PLus executives will continue directing their focus towards logistics and industrial goods. The company has an estimated value of 59,221 million pesos.

In Solili you can consult industrial warehouses in Mexico City, Guadalajara and Tijuana

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