Overview
- The Finance Ministry trimmed its 2026 GDP forecast to 2.3% as Secretary Édgar Amador outlined the strategy at a UNAM event.
- Plan México targets investment rising from 25% to 28% of GDP by 2030, the creation of 1.5 million specialized jobs, and sustained 3% annual growth in the long run.
- The portfolio totals 5.6 trillion pesos in public and mixed spending, led by energy at 54.1%, with funds also for trains and connectivity at 15.6%, highways at 13.9%, health at 6.2%, water at 2.8%, plus airports and education.
- Delivery tools include 29 regional development hubs known as Polos de Desarrollo, with 11 operating, 14 new, four under review, a goal of 3,000 km of passenger rail by 2030, and higher domestic content in supply chains from 16.3% to 19%.
- Near-term headwinds are building as a Banxico deputy signaled growth could be revised below 1% and first-quarter government physical investment fell 15% in real terms with direct investment down more than 40%.