Investor Presentaiton
Mexico plays an important and growing role in the
global supply chain
FIBRA
Macquarie
México
MACQUARIE
FIBRA Macquarie benefits directly from nearshoring due to its strong presence in northern
markets
Avg. manufacturing wages (US$/hr)1
1.9
1.8
Mexico
-China
7.0
U.S. imports - US$bn²
Mexico
China
3.9
365
230
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Avg. transit time - Mexico to U.S. (days)³
China: 60.4 days
472
406
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
FDI in Mexico (US$bn) 4
48.4
Strategic position in global trade
• China labor costs have outpaced Mexico's
in the past decade
• Mexico has consolidated as the top
commercial partner from the U.S.
• Mexico's proximity to the U.S. allows
companies to shorten their supply chains
Increased investments in Mexico
• FDI at highest level since 2015
• +US$20bn in announced investments LTM
2.4
2.4
1.5
1.1
1.1
0.3
3.1
3.1
35.9
34.0 34.1 34.6
36.4 34.4
2.4
2.4
31.2
31.8
2.2
30.4
28.2
27.2 25.6
21.8
1.5
Chicago
Houston
Los Angeles
New York
Mexico City ■Monterrey
■Guadalajara
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2Q234
1. INEGI (Jun 2023), National Bureau of Statistics of China - Trading Economics (Jun 2023) and PwC analysis of data from International Labor Comparison and IHS Markit (2021).
2. United States Census Bureau (as of Jun 2023, annualized 1H23)
3. AlixPartners with information from Freightos (Dec 2022).
4. INEGI (Jun 2023 LTM)
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