経済・産業概況
Mexico is the second-largest economy in Latin America and the 13th-largest globally by nominal GDP, classified as an upper-middle-income, newly industrialized country. Its economy is driven by manufacturing (particularly automotive and electronics), petroleum extraction, financial services, consumer goods, telecommunications, and tourism. The United States is by far Mexico's dominant trade partner, absorbing over 80% of its exports, and the USMCA (successor to NAFTA) forms the legal backbone of this trade relationship. Mexico is a significant nearshoring destination as global supply chains diversify, and it is a member of the G20, OECD, CPTPP, and USMCA trade blocs. The Bolsa Mexicana de Valores (BMV) is the country's primary stock exchange, operating as the second-largest in Latin America by market capitalisation.
主要セクター
Mexicoのすべてを知る →マクロ
| GDP 名目, USD | $1.85T |
| GDP成長率 実質, 年率 | 1.5% |
| インフレ率 年率 | 4.7% |
| 人口 人 | 131.9M |
| 一人当たりGDP USD | $13,741 |
| 時価総額 上場総額, USD | $530.00B |
| 時価総額/GDP | 28.6% |
| 失業率 | 2.7% |
| 上場企業数 | 144 |
| 取引所 | Bolsa Mexicana de Valores (BMV) |
データ年度: 2024. 出典: IMF World Economic Outlook (April 2025), INEGI – Instituto Nacional de Estadística y Geografía, Bolsa Mexicana de Valores (BMV), World Bank World Development Indicators, OECD Employment Outlook 2024, Banxico (Banco de México), Focus Economics, Wikipedia – Economy of Mexico, INM – Instituto Nacional de Migración.
最新ニュース
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Latin Americaの他の市場
主要上場企業
現地主要取引所における時価総額上位企業。
| # | 企業 | セクター | 時価総額USD | 米国上場 |
|---|---|---|---|---|
| 1 | América MóvilAMXL · BMV | Telecommunications | $48.00B | AMX |
| 2 | Fomento Económico Mexicano (FEMSA)FEMSAUBD · BMV | Consumer Staples / Retail | $28.00B | FMX |
| 3 | Grupo Financiero BanorteGFNORTEO · BMV | Financial Services / Banking | $18.00B | — |
| 4 | Grupo MéxicoGMEXICOB · BMV | Mining & Transportation | $23.00B | — |
| 5 | Walmart de México (Walmex)WALMEX* · BMV | Consumer Staples / Retail | $35.00B | — |
| 6 | CemexCEMEXCPO · BMV | Construction Materials | $8.50B | CX |
| 7 | Coca-Cola FEMSAKOFL · BMV | Consumer Staples / Beverages | $12.00B | KOF |
| 8 | Grupo TelevisaTLEVISACPO · BMV | Media & Telecommunications | $3.80B | TV |
| 9 | Grupo BimboBIMBOA · BMV | Consumer Staples / Food | $12.50B | — |
| 10 | Grupo Aeroportuario del Sureste (ASUR)ASURB · BMV | Industrials / Airports | $9.00B | ASR |
| 11 | Grupo Aeroportuario del Pacífico (GAP)GAPB · BMV | Industrials / Airports | $8.20B | PAC |
| 12 | Grupo Aeroportuario Centro Norte (OMA)OMAB · BMV | Industrials / Airports | $3.50B | OMAB |
| 13 | Orbia Advance CorporationORBIA* · BMV | Industrials / Specialty Chemicals | $3.20B | — |
| 14 | Kimberly-Clark de MéxicoKIMBERA · BMV | Consumer Staples / Personal Care | $5.50B | — |
| 15 | Grupo Financiero InbursaGFINBURO · BMV | Financial Services | $9.00B | — |
| 16 | Southern Copper CorporationSCCO · BMV | Mining / Copper | $68.00B | SCCO |
| 17 | GrumaGRUMAB · BMV | Consumer Staples / Food | $5.20B | — |
| 18 | Grupo Cementos de Chihuahua (GCC)GCC* · BMV | Construction Materials | $3.70B | GCC |
| 19 | Regional (Banco Regional de Monterrey)RA · BMV | Financial Services / Banking | $2.10B | — |
| 20 | Hoteles City ExpressCITY · BMV | Tourism / Hospitality | $600.00M | — |
| 21 | Grupo ElektraELEKTRA* · BMV | Consumer Discretionary / Financial Services | $9.50B | — |
| 22 | Megacable HoldingsMEGACPO · BMV | Telecommunications / Cable | $2.80B | — |
| 23 | Fibra UnoFUNO11 · BMV | Real Estate / REIT (FIBRA) | $6.00B | — |
| 24 | Arca ContinentalAC* · BMV | Consumer Staples / Beverages | $9.00B | — |
| 25 | VitroVITROA · BMV | Industrials / Glass | $1.40B | — |
米国上場ETF
この市場へのエクスポージャーを持つ米国上場ファンド、多くの米国投資家にとって最もシンプルなアクセス手段です。
| ETF | 対象範囲 | 経費率年率% | エクスポージャーファンドの% |
|---|---|---|---|
| FLMXFranklin FTSE Mexico ETF · Franklin Templeton | 単一国 | 0.19% | 100% |
| EWWiShares MSCI Mexico ETF · BlackRock (iShares) | 単一国 | 0.50% | 100% |
| VWOVanguard FTSE Emerging Markets ETF · Vanguard | 新興市場全体 | 0.08% | 3% |
| ILFiShares Latin America 40 ETF · BlackRock (iShares) | 地域別 | 0.48% | 22% |
| GMLSPDR S&P Emerging Latin America ETF · State Street (SPDR) | 地域別 Delisted | 0.49% | 20% |
| EEMiShares MSCI Emerging Markets ETF · BlackRock (iShares) | 新興市場全体 | 0.70% | 3% |
現地取引所とアクセス方法
| 取引所 | Bolsa Mexicana de Valores |
| コード | BMV |
| ウェブサイト | www.bmv.com.mx |
| 通貨 | MXN |
現地ブローカーアクセス
US-based retail investors can access Mexican equities primarily through US-listed ETFs (e.g., EWW, FLMX) or through ADRs/NYSE-listed shares of major Mexican companies (e.g., AMX, FEMSA, Grupo Televisa). Direct access to the BMV is available through Mexican brokers such as GBM (Grupo Bursátil Mexicano), Actinver, Banamex Casa de Bolsa, and BBVA México Casa de Bolsa. Some international brokers (Interactive Brokers, Schwab International) also offer direct BMV access. Foreign investors are subject to Mexican withholding tax on dividends (generally 10%) and capital gains (flat 10% for residents; non-residents may face different treatment). The Mexican peso (MXN) introduces currency risk relative to USD positions.
海外市場対応のグローバルブローカー
- Interactive Brokers — Direct access to 90+ markets worldwide, including many emerging exchanges.
- Saxo Bank — Multi-market access across Asia, Europe and the Middle East.
- Charles Schwab (Global) — Foreign ordinary shares on select markets; US-listed ADRs and ETFs.
- Fidelity International Trading — International stock trading on a number of developed and emerging markets.
参考情報として掲載しており、推奨ではありません。対応市場、手数料、口座開設条件はブローカーや居住国によって異なります。
移住・居住権
投資ビザ・居住権プログラム
付与内容 Temporary residency (renewable, pathway to permanent residency)
Mexico does not operate a formal golden visa or citizenship-by-investment programme in the traditional sense. However, Mexico offers a Temporary Resident visa (Residente Temporal) and Permanent Resident visa (Residente Permanente) that can be obtained by demonstrating sufficient economic solvency: either via proof of monthly income above a set threshold (approximately USD 2,000–2,600/month for temporary residency) or via sufficient savings/investment balances held in a Mexican or foreign bank account (typically equivalent to ~400 times the daily minimum wage, roughly USD 40,000–50,000). Real estate ownership does not automatically confer residency, but property income may be counted toward the solvency threshold. Permanent residency can generally be obtained after four years of continuous temporary residency.
最低投資額: $40.00K
申請のサポートが必要な場合は、投資移住専門のアドバイザー(例: Henley & Partners.
外国人投資家のアクセス
Mexico allows foreign nationals to obtain Temporary Resident status based on demonstrated economic solvency (income or asset thresholds set by the National Immigration Institute, INM). No minimum real-estate investment is mandated. Permanent residency is available after four years of temporary residency, or immediately for certain categories (e.g., retirees with qualifying pension income, spouses of Mexican nationals). Mexico is a popular destination for US and Canadian retirees and digital nomads. Healthcare, housing costs, and cost of living are generally lower than in North America or Western Europe. Double-taxation treaties exist with numerous countries.
米国上場ADR・クロスリスティング
米国でも株式が取引されている当該国の企業、通常の米国証券口座で投資可能です。
| 企業 | 米国ティッカー | 現地ティッカー | 備考 |
|---|---|---|---|
| América Móvil | AMX | AMXL | Level II ADR listed on NYSE. One of the most liquid Mexican ADRs, representing one of the largest telecoms companies in Latin America. Each ADR represents 20 Series L shares. |
| Cemex | CX | CEMEXCPO | Level III ADR on NYSE. Global cement and building materials manufacturer headquartered in Monterrey. Cemex CPO units are composed of two Series A shares and one Series B share. |
| Coca-Cola FEMSA | KOF | KOFL | Level III ADR on NYSE. The world's largest Coca-Cola franchise bottler by volume. ADR represents 10 Series L shares of the Mexico-listed stock. |
| Fomento Económico Mexicano (FEMSA) | FMX | FEMSAUBD | Level III ADR listed on NYSE. Represents the holding company including OXXO convenience stores and Coca-Cola FEMSA operations. One of the most widely held Mexican ADRs. |
| Grupo Aeroportuario Centro Norte (OMA) | OMAB | OMAB | Listed on NASDAQ. Operates 13 airports in northern and central Mexico. Each ADS represents eight Series B shares. |
| Grupo Aeroportuario del Pacífico (GAP) | PAC | GAPB | Level III ADR on NYSE. Operates 12 airports on Mexico's Pacific coast and in Jamaica. Each ADR represents 10 Series B shares. |
| Grupo Aeroportuario del Sureste (ASUR) | ASR | ASURB | Level III ADR on NYSE. Operates nine airports in southeastern Mexico including Cancún. Each ADR represents ten Series B shares of the local listing. |
| Grupo Cementos de Chihuahua (GCC) | GCC | GCC* | Listed on NYSE with primary listing on the BMV. Mexican cement producer with substantial US operations in the Rocky Mountain and southwestern US regions. |
| Grupo Televisa | TV | TLEVISACPO | Level III ADR on NYSE. Represents the telecom and media holding company. Content assets are now held via TelevisaUnivision (PubCo); TV ADR covers Izzi Telecom cable operations and remaining assets. |
| Southern Copper Corporation | SCCO | SCCO | Primarily listed on NYSE with a secondary listing on the BMV. A majority-owned subsidiary of Grupo México and one of the largest copper miners globally. Trades directly in USD on the NYSE. |