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Steady in the Storm: How Mexico Maintains Business Confidence Amid Tariff Tensions

Manuel Aguilar 15 sept 2025

With a pragmatic approach as a strategic commercial partner and resilient manufacturing hub, Mexico’s business community has remained resolute in its commitment to the United States, navigating tariff threats and political turbulence.

When President Trump secured a return to the White House in 2025, the business community on both sides of the U.S.-Mexico border braced for another round of tariffs, tightened trade policies and nationalist rhetoric. Yet, in Mexico, the reaction among industry leaders was neither panicked nor defensive. Instead, many companies doubled down on a message of reliability and long-term partnership with the United States.

“We have always maintained that Mexico is a strategic partner for the U.S., not just a neighbor,” said Gustavo Almaraz, CEO of Grupo Estrategia Política. “Even when the rhetoric gets heated, business between our nations continues to thrive because the fundamentals are too strong to ignore.”

A Trade Partnership Built on Integration

Mexico is the United States’ largest trading partner, with over $860 billion in goods exchanged annually, according to U.S. Census data. Decades of integration through NAFTA and now the USMCA have created deeply intertwined supply chains, particularly in the automotive, electronics and agricultural sectors.

Felipe Villarreal, CEO of Alian Plastics, a Monterrey-based plastics injection molding company specializing in the automotive sector, emphasized the robust connection between Mexican manufacturers and U.S. clients. “We know the American market well, its standards, its expectations,” said Villarreal. “That’s why we’ve been able to diversify beyond automotive into sectors like HVAC and home appliances.”

This diversification has become essential as tariff threats resurface. Villarreal noted that although new investment decisions are momentarily slower due to political noise, long-term confidence remains because Mexico offers what U.S. manufacturers need: proximity, talent, and competitive costs.

Investment Keeps Flowing

The strategic positioning of Mexico continues to attract investment despite tariff headwinds. Santiago Carús, Managing Director of Euromex Logistics, highlighted that international clients still view Mexico as the optimal hub for North American operations.

“The value proposition remains unchanged,” said Carús. “We offer efficient logistics, cross-border expertise, and compliance with international standards, all critical for sensitive industries.”

Mexico’s infrastructure investments in ports, highways, and customs modernization reinforce this advantage, enabling faster, more reliable movement of goods. Meanwhile, Asian and European companies remain keen to establish bases in Mexico, benefiting from favorable trade conditions and a skilled workforce.

Reinforcing Trust Through Compliance and Technology

For companies like Konesh Soluciones, a leader in digital fiscal compliance, the priority is enabling foreign investors to navigate Mexico’s regulatory landscape.

“The Mexican tax system can be intricate, but our role is to turn compliance from a burden into an opportunity,” said CEO Héctor Gutiérrez.

By leveraging big data and AI for transparency and efficiency, Konesh helps multinational firms integrate seamlessly into Mexico’s tax frameworks, building investor confidence through compliance and digital modernization.

Legal and Strategic Guidance for Foreign Investors

Miguel Peregrina, founding partner of Punto Fino Abogados, stressed that prevention is as critical as resolution.

“Our clients from the US, Europe, and Asia come to us not just to solve problems but to prevent them,” said Peregrina.

His firm emphasizes digitally-driven services, preventive audits, and strategic contracts that provide stability amid volatile trade policies.

Beyond Trade: Building Cultural and Economic Bridges

Industry leaders stress that the Mexico-U.S. partnership is not only economic but cultural.

Raúl Galván, CEO of Amisa Group, underlined North America’s need to act as one integrated market:

“This is not about competing with China on their terms but about strengthening our regional capabilities.”

Similarly, Mariana Raphael, CEO of Connecting Mexico, highlighted cultural and ethical alignment:

“We are aligned with U.S. standards and expectations, not just in manufacturing but in ethics and business culture. That alignment is what makes us the ideal partner.”

Educational institutions and associations are also cultivating international-ready talent, ensuring a sustainable pipeline of skilled professionals.

A Message of Resilience and Opportunity

Despite political noise, the message from Mexico’s business leaders is optimism and resilience.

  • Humberto Elizalde, CEO of Industrial & Chemical Solutions, said innovation remains strong: “We’re investing in customized materials and partnerships with U.S. and European suppliers.”
  • Manuel Aguilar, Managing Partner of Baker Tilly Mexico, emphasized macroeconomic stability: “For more than 25 years, Mexico has maintained controlled inflation and an open market economy. These fundamentals give investors confidence.”

This adaptability and workforce resilience, coupled with favorable policies, ensure Mexico’s long-term attractiveness as an investment hub.

Conclusion: The Future is Regional

While tariffs and politics may shift headlines, Mexico remains open for business and committed to its role in North American prosperity.

“If you’re not investing in Mexico now, you risk missing out on the evolution of the entire North American market,” said Almaraz.

Mexico is not merely weathering the storm—it is building the future.

Baker Tilly México
Photo of Manuel Aguilar
Manuel Aguilar
Socio Director
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