Stock Markets February 3, 2026

Mexican equities climb as industrial and consumer names drive S&P/BMV IPC higher

Index gains 3.14% as Grupo Mexico and infrastructure operator hit record levels; commodities and FX also moved notably

By Derek Hwang
Mexican equities climb as industrial and consumer names drive S&P/BMV IPC higher

Mexico's benchmark S&P/BMV IPC finished the session up 3.14%, with the Industrials, Consumer Goods & Services and Consumer Staples sectors leading gains. Grupo Mexico and Promotora y Operadora de Infraestructura posted the largest advances and reached all-time highs. Commodity prices and currency pairs registered significant moves alongside the equity rally.

Key Points

  • S&P/BMV IPC rose 3.14% on the session, led by Industrials, Consumer Goods & Services, and Consumer Staples.
  • Grupo Mexico (GMEXICOB) and Promotora y Operadora de Infraestructura (PINFRA) were among the largest gainers and reached all-time highs.
  • Gold futures, crude oil contracts, and currency pairs (USD/MXN, EUR/MXN) all showed significant intraday moves concurrent with the equity rally.

Mexico's stock market closed sharply higher on Tuesday, with breadth tilted in favor of advancers as industrial and consumer-related shares powered the rally. The nation's benchmark, the S&P/BMV IPC, finished the day up 3.14%.

The top performers on the S&P/BMV IPC were led by Grupo Mexico, S.A.B. De C.V. (BMV:GMEXICOB), which climbed 7.70% - a gain of 14.95 points - to close at 209.00. Promotora y Operadora de Infraestructura SAB de CV (BMV:PINFRA) added 6.48%, or 17.72 points, finishing at 290.98. Arca Continental, S.A.B. De C.V. (BMV:AC) rose 5.45% - up 10.73 points - to end the session at 207.67.

On the downside, Grupo Televisa SAB Unit (BMV:TLEVISACPO) was the weakest large-cap name, slipping 3.23% or 0.37 points to 11.08 at the close. Genomma Lab Internacional SAB De CV (BMV:LABB) fell 1.73%, a decline of 0.29 points, to finish at 16.45. Grupo Comercial Chedraui, SAB De CV (BMV:CHDRAUIB) declined 0.93% or 1.12 points to 118.85.

Advancers outnumbered decliners on the Mexican exchange, with 136 stocks higher versus 122 lower, while 7 shares ended the day unchanged.

Two names in the session reached record price levels. Shares of Grupo Mexico rose to all-time highs, increasing 7.70% or 14.95 to close at 209.00. Promotora y Operadora de Infraestructura also hit an all-time high, gaining 6.48% or 17.72 to finish at 290.98.

Movements in commodities and currency markets accompanied the equity advance. Gold futures for April delivery jumped 6.99%, a rise of 325.14, to $4,977.74 a troy ounce. In energy markets, crude oil for March delivery increased 3.06% or $1.90, settling at $64.04 a barrel, while the April Brent contract gained 2.76%, up $1.83, to $68.13 a barrel.

Currency pairs also showed notable shifts. The U.S. dollar traded weaker against the Mexican peso, with USD/MXN down 1.00% to 17.22. The euro likewise eased against the peso, with EUR/MXN falling 0.71% to 20.36. The U.S. Dollar Index Futures was lower by 0.27%, at 97.23.


Market context and implications

The session's gains were concentrated in Industrials and consumer-related sectors, which accounted for much of the upward pressure on the S&P/BMV IPC. Large-cap moves in mining and infrastructure names were particularly influential on the index's performance.

Commodities such as gold and crude oil experienced pronounced price moves during the same trading session, and major currency pairs involving the peso showed appreciation against the U.S. dollar and the euro.

Risks

  • Volatility in commodity prices - gold and crude oil both moved substantially during the session, which can affect resource and energy-related equities.
  • Currency fluctuations - USD/MXN and EUR/MXN fell notably, introducing FX considerations for exporters and importers exposed to peso movements.
  • Concentration risk in index drivers - outsized gains from a limited number of large-cap names, particularly in industrial and infrastructure sectors, could increase index variability.

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