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Farrer 36 Asset Management's avatar

nice writeup. mexico has all these interesting companies trading cheap. two questions if you know

1) Are they planning to set up any additional hospitals?

2) is most of their traffic domestic or via medical tourism (ie people coming from the US)

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Emerging Market Skeptic's avatar

Will link to in my Monday EM link collection post... For more Mexican stock ideas:

Mexico Closed End Fund Stock Picks (Early 2023)

Mexico stock picks or potential nearshoring stocks that are the holdings of Mexico closed-end funds Herzfeld Caribbean Basin Fund, Mexico Equity and Income Fund, and The Mexico Fund.

https://emergingmarketskeptic.substack.com/p/mexico-closed-end-fund-stock-picks-early-2023

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