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Bank of America to Boost Mexico Resources 20% in 2026 to Back Plan México

The bank links any near-term acceleration to the conclusion of the T‑MEC review.

Overview

  • Executives said the expanded allocation will help finance large infrastructure and energy projects included in Plan México.
  • BofA forecasts Mexican GDP growth of 0.6% in 2025 and about 1.0% in 2026, with potential upside if uncertainty eases after the T‑MEC renegotiation expected in the second half of 2026.
  • The bank emphasized that physical and legal security is essential for investment and noted positive changes under President Claudia Sheinbaum’s security strategy.
  • BofA has lowered its client-size threshold to onboard medium-sized Mexican firms with roughly 8,000 million pesos in annual sales.
  • Its capital‑markets team said Pemex could become financially self‑sufficient by 2027 and reenter markets if operational plans and debt restructuring advance, while investor interest in Mexico remains solid.