The Peter Zeihan Podcast Series Things I (Don't) Worry About - Chinese Investment in Mexico || Peter Zeihan
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Nov 28, 2024 Worries about Chinese investments in Mexico may be overblown. The narrative suggesting extensive industrialization for exporting to the U.S. is largely a myth. Analysis of foreign investment data shows China's limited presence due to infrastructure challenges. The conversation also contrasts Canadian investments in North America with those from China, highlighting the significance of agreements like NAFTA II. Lastly, concerns about China's economic decline are discussed, affecting the investment landscape in the region.
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Widespread Concern Over Chinese Investment
- People frequently ask Peter Zeihan about Chinese investment in Mexican industrial plants.
- This concern is widespread in various media outlets, regardless of political leaning.
Chinese Investment a Fabrication
- Chinese investment in Mexican plants is a fabrication; China isn't even in the top 10 investors.
- Such large-scale industrial activity would be difficult to conceal.
The Real Foreign Investors
- Similar panic arose over Chinese farmland purchases, where they were also not top investors.
- Canada, surprisingly, is the leading foreign farmland owner in the US and a major investor in Mexico.