Three stories that everyone should be keeping their eye on.
1. Latin American export growth has started to outpace China. Analysts are arguing that this is going to be a persistant trend.
2. Net migration from Mexico to the US is shrinking.
3. Much of this is an auto industry story, and is competing with booming demand for automobiles in Asia, and the related increase in automotive R&D in China, South Korea and elsewhere in the region.