Prodensa executives recently participated in the Global Investors' Symposium hosted by the Milken Institute, where the future of Mexico's industrial landscape took center stage. As part of our ongoing blog series, we are sharing key takeaways and strategic insights brought by our experts and industry panelists, helping investors and business leaders understand how to capitalize on the opportunities emerging in Mexico's infrastructure sector.
In previous economic forums, Mexico was often promoted as a land of potential. Today, the narrative has evolved. The question is no longer why invest in Mexico—but how. During the panel, leaders from América Móvil, Barclays, I Squared Capital, and BBVA México made one thing clear: the capital is available, the demand is real, and execution is everything.
For companies planning nearshoring projects or exploring turnkey operations, the focus must now be on building viable business cases, ensuring regulatory certainty, and identifying infrastructure that directly supports industrial activity.
Carlos García Moreno, CFO of América Móvil, emphasized that Mexico's financial system has evolved dramatically. Thanks to the size and strength of domestic pension funds (AFORES), it's now possible to finance large-scale infrastructure projects with local capital, reducing dependency on volatile foreign markets.
This shift means a more stable macroeconomic environment and greater credit availability for manufacturers. But foreign investment still plays a critical role.
There’s a tendency in public discourse to focus on mega-projects. But as Gautam Bhandari of I Squared Capital pointed out, these often come with mega-problems. Instead, Mexico should focus on enabling mid-market infrastructure: cold chains, transportation fleets, regional data centers, and last-mile logistics.
For manufacturers and supply chain directors, this insight is crucial. When evaluating site locations, prioritize regions where private investment is actively building the infrastructure that matters most for daily operations.
Risk drives cost. Even with high capital availability, the cost of access depends on the perception of legal and regulatory certainty. When contracts are respected and the rule of law is strong, capital flows freely and affordably.
Mexico is not a monolith. Ricardo Fernández-Mazarambroz of BBVA México stressed that much of the infrastructure Mexico needs is already self-financeable—if projects are well-structured. Banks are working on regional diagnostics to support high-potential areas.
For international companies doing business in Mexico, site selection must go beyond national-level analysis. Look for states aligning their development strategies with private sector needs and investing in supportive infrastructure.
With nearshoring trends accelerating and Mexico's financial system ready to fund growth, the time to move is now. But global capital is impatient. Projects that stall due to poor execution will lose out.
At Prodensa, we specialize in turning strategy into action. From regulatory validation and location analysis to infrastructure assessment and project implementation, we help companies make the "Mexican Moment" a tangible success.
The investment conversation is shifting from "why Mexico" to "how to make it happen."
Local pension funds (AFORES) are enabling large-scale infrastructure investment.
Mid-market logistics assets (cold chains, data centers) are more valuable than mega-projects.
Legal certainty is essential to lower capital costs and attract investment.
Regional execution matters: choose states that align infrastructure with industry needs.