Foreign Investors Boost Mexican Stock Holdings

Mexico City — The holding of Mexican equities by foreign investors broke a 14-month streak of consecutive declines in August. The largest acquisition of debt from Mexican corporations occurred at a time when the price of these instruments fell and a certain truce was registered in foreign trade negotiations.

In August 2025, the balance of holdings by non-residents in equity securities totaled 157.69 billion dollars, representing an annual growth of 6.1 percent and thereby breaking a streak of 14 months of consecutive declines, according to the latest figures published by the Bank of Mexico.

Foreign participants increased their positions in the stock market in August by 9.1146 billion dollars, despite the Mexican economy beginning the second half of the year with some weakness: an annual decline of 0.2 percent in July and a rebound of 0.2 percent in August, according to the timely indicator of economic activity (Ioae) published by the National Institute of Statistics and Geography.

The number of shares of corporations in the hands of foreigners represents approximately 34.96 percent of the total market value of the Stock Market in Mexico, according to information from the central bank.

This situation is leading to this type of resource playing an increasingly prominent role in determining the direction of the stock market's main indicator, detailed Monex.

"The international investor has Mexico under consideration; however, there are many risks on the horizon such as global economic growth, since, while the expectation for 2025 maintains a certain resilience, some countries show signs of slowdown, like Mexico," stated Monex analysts.

Likewise, "the commercial scenario, which could imply eventual changes; the Bank of Mexico showing greater flexibility to changes in the reference rate, target level of 7 percent; the corporate earnings season for the third quarter; news related to nearshoring and on the geopolitical plane, recalling the tensions that have occurred in the last 12 months," the analysts explained.

Most importantly, they added, will be to observe the strategies that companies could implement in the face of the challenging economic environment, and there find a potential catalyst for this optimism to be more structural than momentary.