Uncertainty over new Trump administration trade policies force some investors to rethink Mexican deals

Original Article by Luis Garcia, March 2025

The article by The Wall Street Journal highlights how tariffs on Mexican products are impacting private equity-backed companies that have relocated operations to Mexico due to geopolitical shifts and the pandemic. While these companies aimed to leverage benefits under the US-Mexico-Canada Agreement (USMCA), uncertainty about tariff policies has led private equity firms to adopt a more cautious approach, delaying new investments and re-evaluating strategies.

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