The Bolsa Mexicana de Valores (BMV) is Latin America’s second-largest stock exchange, hosting major energy, mining and materials companies with direct exposure to oil, copper and fertilizer macro cycles. Mexico’s Pemex, Grupo México and Industrias Peñoles are key cyclical plays for commodity-cycle investors.
| 7 | Vista EnergyVISTAA | Brent Crude | 20 mnd | 2020-04 → 2022-01 |
| # | Company | Signal | Return |
|---|---|---|---|
| 1 | Grupo MéxicoGMEXICOB | LME Copper | |
| 2 | Industrias PeñolesPE&OLES | Silver + Gold | |
| 3 | Orbia AdvanceORBIA | PMI + Water Infra | |
| 4 | AlpekALPEKA | PMI + PTA Spread | |
| 5 | CemexCEMEXCPO | US Housing + PMI | |
| 6 | Vista EnergyVISTAA | Brent + Vaca Muerta |