Wednesday, November 7, 2018 | 8:00 AM to 10:30 AM

With only two months before Andrés Manuel López Obrador (AMLO) is sworn into office, MNCs are still trying to decipher Mexico’s new economic and political landscape. After his party’s coalition swept congressional and local elections, AMLO will be the most powerful president since Carlos Salinas de Gortari. He and his party MORENA have already made decisions throughout the transition period that range from populist, like announcing a referendum on halting Mexico’s $13bn international airport project, to more pragmatic, like supporting the outgoing administration’s position on NAFTA.

These early signs gives us confidence in our base-case view that multinationals should brace for populist uncertainty throughout AMLO’s sexenio and adapt their strategy accordingly. Companies should brace for a more pragmatic presidency during AMLO’s first year in office as he tries to protect his social agenda from self-inflicted macroeconomic instability, and start preparing for a more interventionist style as we approach the next mid-term and local elections slated for 2021.

On November 7th, FSG will be hosting our third and final breakfast of the year in Mexico City focused on “Long-Term Planning for the Next Sexenio”. This event has been designed to help our multinational executives further refine their scenarios for AMLO’s sexenio and its different phases throughout 2024, pressure-test their strategies vis-à-vis the myriad of policy proposals made by AMLO over the last few months and assess the impact of different scenarios for business performance across industries.

The event will be tailored to allow for deep engagement between participating executives, and to permit sharing of best practice and insights on how multinationals can best prepare to capture upside opportunity and reduce exposure to risk during AMLO’s administration.

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