economic high confidence

Sheinbaum Unveils Plan México Acciones: MX$5.6 Trillion Infrastructure Push to Revive Contracting Economy

| Mexico

President Claudia Sheinbaum unveiled 'Plan México Acciones,' an expanded investment framework designed to reverse Mexico's economic contraction after Q1 2026 posted the country's largest GDP decline in over a year. The plan encompasses a MX$5.6 trillion (approximately USD $407 billion) public-private infrastructure investment pipeline for 2026–2030, immediate accelerated tax deductions of 41–91% on new fixed-asset investments, and a unified digital foreign trade platform to reduce bureaucratic friction for exporters. Mexico's sovereign infrastructure fund (MIP) separately announced plans to deploy USD $12 billion in new infrastructure projects. The plan directly responds to a 2025 investment contraction of 6.6% — driven by investor uncertainty over the judicial reform, USMCA tariff tensions, and security concerns. Sheinbaum framed the initiative as Mexico's response to the nearshoring opportunity, with dozens of Asian and US manufacturing companies seeking to relocate supply chains from China to Mexico. The plan attracted cautious interest from the private sector, though business associations noted that judicial certainty and rule-of-law improvements — not tax incentives alone — were the primary investment constraints. Bloomberg noted the initiative came as Mexico sought to project economic confidence ahead of the May 25 USMCA formal review round.

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Sheinbaum launches Plan México Acciones with MX$5.6 trillion infrastructure pipeline to counter economic contraction — Bloomberg