How Nafta Change Can Hurt Mexico, Emerging Markets

The transcript discusses the economic and political implications of NAFTA uncertainties on Mexico, highlighting potential job losses and political shifts. It explores investor concerns and opportunities, emphasizing the challenges posed by trade agreements and economic uncertainty. The discussion also covers market valuations, investment risks, and the impact of US-Mexico relations on the broader economic landscape.

What challenges do investors face regarding agreements with Mexico under the current administration?

In what ways does the speaker suggest that the economic situation in Mexico is complicated?