Mexico Sees Exports to US Slip Down Value Chain: Supply Lines

President Claudia Sheinbaum and others in the Mexican government have made the country’s record-breaking exports a cause for celebration. After all, they’ve become one of the few highlights in an otherwise sluggish economy.

Looking closely, though, some observers see a growing problem: The profile of Mexico’s exports is shifting from high value-added manufactured goods to simple assembly of products whose inputs come mainly from Asia. (Click here for the full story.)

One driver of this trend are tariffs imposed by President Donald Trump, who’s aiming to reduce the gaping US trade deficit with Mexico and encourage more domestic production. ...