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As this is a lengthy article, here's the thesis for Mexican airport operator Grupo Aeroportuario del Centro Norte (OMAB) in a nutshell:
- The USMCA free trade agreement will drive new manufacturing to Mexico, specifically focusing on the Monterrey area.
- Loss of confidence in China will cause factories to leave that country.
- The slide in the Mexican Peso throws more fuel on these trends.
- OMAB is the