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Each week, Damian Fraser and Eduardo García dissect Mexico’s most important business stories with global impact—and bring on a guest to explore a subject the headlines missed
36 Episodes
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This week on MexMoves, we speak with Roberto Rocha and Germán Losada, Co-Founders of VEMO, the Riverstone-backed Mexican clean mobility startup, about their recent US$250 million equity raise and the company’s rapid growth in EV leasing and infrastructure. We also ask about the threat to VEMO of increased tariffs on Chinese EV imports — subsequently confirmed.René Lankenau of Whitepaper breaks down Grupo Herdez’s spin-off of Nutrisa and the US$750 million sale of part of its McCormick joint venture — moves that are reshaping one of Mexico’s most iconic food groups.Ricardo Kumar Dadoo of Clarendon Group explains how US/Mexico cross-border transport and logistics networks are holding up under Trump’s new trade and immigration regime.We also cover FEMSA’s new CEO, the Aeroméxico–Delta joint venture facing U.S. regulatory pushback, and take a closer look at the motives behind Mexico’s move from Free Trade Bastion to Fortress North America, via the planned big hike in tariffs on Chinese imports.Try Whitepaper 30 days freeBuy your Whitepaper merch here
This week on MexMoves we interview Sigfried Eisennmeier from DiDi on the company’s remarkable expansion in Mexico, with context from Whitepaper’s Daniela Dib. Eduardo and Damian look into Klar’s acquisition of Banorte’s digital bank Bineo, the upcoming Esentia Energy IPO, and Mexico’s decision to impose tariffs of up to 50% on imports from countries without free trade agreements such as China and Korea. We also unpack the 2026 budget, which raises taxes on soft drinks, cigarettes, and gambling but avoids structural tax reform, keeping the deficit at around 4% of GDP while Pemex debt grows off balance sheet. Finally, we discuss Amazon’s new US$25 million convertible note investment in Rappi, which could give it up to a 12% stake in the Colombian delivery company. Don’t forget to comment and rate the podcast to help spread the word and grow the audience.Try Whitepaper 30 days freeBuy your Whitepaper merch here
We interview Alejandra Palacios, former president of COFECE, for a clear-eyed take on Mexico’s new competition framework - one that may not end up as bad as first feared. We also speak with Fernando Sandoval, CFO and cofounder of Kapital, on how a small and mostly unknown fintech has quickly grown into a regulated bank now reportedly valued at $1.3 billion, fresh off a $100 million raise and the acquisition of Intercam’s assets. Beyond the interviews, we look at the rumored soda tax already shaking KOF and Arca investors, recap BIVA Day in New York, examine Pemex’s so-called “not-fracking” plan, and review the government’s new anti-dumping tariffs on Chinese shoes.Try Whitepaper 30 days freeBuy your Whitepaper merch here
In this episode, we sit down with Valeria Moy, director of Mexico’s leading think tank, the Mexican Institute for Competitiveness (IMCO), for a reality check on the government’s plans to jumpstart the economy. We also break down reports on possible Mexican tariffs against Chinese imports—from cars to textiles. Plus: Nutrisa’s push to list shares on the Bolsa, the latest on Fibra NEXT, and how crypto platform Bitso is betting big on stablecoins.Try Whitepaper 30 days freeBuy your Whitepaper merch here
In this episode, we interview academic Andrew Paxman on the history of U.S.–Mexico business ties. Daniela Dib of Whitepaper discusses how the JAC/Giant Motors alliance is emerging as an attractive model for making affordable EVs in Mexico. We break down McCormick’s $750M deal with Herdez and its impact on the food sector, analyze the banking shake-up involving Intercam, CIBanco, Kapital, and Multiva, and cover the CEO change at Nu México. Finally, we take a cautious look at the ambitious Taruk electric bus project led by Megaflux.Try Whitepaper 30 days freeBuy your Whitepaper merch here
As Mexico moves to dismantle its telecom regulator, we speak with Ernesto Piedras — one of the country’s leading consultants and experts on the digital economy — about what’s at stake. We also cover Western Union’s purchase of rival Intermex, the fallout for Mexican beverage giant Cuervo from Canada’s rejection of U.S.-made spirits, the potential takeover of a controlling stake in Banamex by Chico Pardo, the latest on Mexican fintechs, and the storm over Adidas’s alleged cultural appropriation.Try Whitepaper 30 days freeBuy your Whitepaper merch here
We interview Carlos García, President of AmCham México, to discuss the current state of U.S.–Mexico business relations heading into the critical 2026 USMCA review. We also speak with Raúl Livas, former COO of Pemex, who breaks down the government’s new rescue plan for the struggling oil giant. In the headlines: AT&T is said to be looking to exit Mexico after sinking over $10 billion into its mobile business. Meanwhile, MercadoLibre posts a strong rebound in Mexico during Q2, Walmex makes a surprise CEO change, and remittances dropTry Whitepaper 30 days freeBuy your Whitepaper merch here
This week on MexMoves, we talk with Gerardo Lozoya of Alsea to explore what’s driving the restaurant group’s strong momentum — and how it plans to grow Chipotle in Mexico, now as its local operator. We also break down strong 2Q GDP figures; Live Nation’s $646M additional investment in OCESA, its majority-owned live entertainment arm in Mexico; Liverpool’s Nordstrom strategy; ASUR’s U.S. airport pivot, and Nemak’s bet on EV with a a big new global acquisition. Plus: Trump’s 90-day tariff deal delay, again — and the jaw-dropping $400M scam that ensnared Ricardo Salinas Pliego.Try Whitepaper 30 days freeBuy your Whitepaper merch here
We chat with Eduardo Verboonen Khoury, Co-President of Hospitales MAC, one of Mexico’s fastest-growing private hospital groups. He shares how rising middle-class demand, under-resourced public healthcare, growing U.S. medical tourism, and underserved regional cities are fueling the expansion of private hospitals in Mexico.Plus, we break down the Fibra NEXT IPO, Iberdrola’s rumored exit, Pemex’s refinancing, 2Q corporate earnings, and how tariffs are already hitting the Mexico operations of Nissan, GM, and StellantisVisit ArkhamTry Whitepaper 30 days freeBuy your Whitepaper merch here
This week we discuss AI adoption in Mexico with Julián López Portillo, CEO of Senzai, and Mauricio Sepúlveda, CEO of Arkham Technologies—two tech founders shaping the future of AI in the region. On the sports front, we evaluate the Liga MX ownership changes, including Querétaro FC’s sale to U.S.-based Innovatio Capital and Atlas FC’s pending divestment, as FIFA cracks down on multiple team ownership. We evaluate the impact of Trump’s latest tariff threats and the new duties on Mexican tomato exports to the U.S. Finally, we look at the recent gentrification protests in Mexico City and what if anything they mean for tourism in the City ahead of the 2026 World Cup.Try Whitepaper 30 days freeBuy your Whitepaper merch here
This week on MexMoves, we sit down with Gabriel Casillas, Chief Latin America Economist at Barclays, on why Mexico’s economy is stronger than you think. From a 10% peso rally to GDP estimates nudging up and cooling rates, Casillas breaks down the drivers — and what could come next. Plus: delays in US sanctions on three banks, lithium letdowns, Mercado Pago’s new app, cartel-fueled fuel fraud, and Cancun’s tourist troubles.Buy your Whitepaper merch hereTry Whitepaper 30 days free
This week, we speak with Ricardo Cacho at top Mexican law firm Von Wobeser y Sierra to unpack the fallout from U.S. sanctions on CI Banco, Intercam, and Vector. Plus: More News from FIntechs Klar, Plata, and Nu; BYD freezing Mexico plans Giant Motors’ JAC Mexico EV bet, and Mexico’s cargo theft crisis.Try Whitepaper 30 days free
Dollar stores are gaining ground in Mexico’s retail landscape — and the latest player is JOi Dollar Plus, a Canadian venture tapping into the growing demand for single-price items. We speak exclusively with Rahim Bhaloo, the founder and executive president behind the brand. Also in this episode: the U.S. Treasury Department accuses three Mexican financial institutions of involvement in money laundering linked to fentanyl trafficking. We break down the implications for the banking sector and cross-border relations. Plus: signs of a potential U.S.-Mexico tariff deal on steel and aluminum, and major changes in Mexico’s sports television landscape.Visit ArkhamTry Whitepaper 30 days free
Mexico’s energy demand is rising fast — but will recent regulatory changes be enough to reignite investor interest? We speak exclusively with César Hernández, former Deputy Electricity Minister, and José Antonio Aguilar, founder and managing partner of wind-power company Vive Energía, to assess the sector’s prospects. Also on the show: one large new Fibra has already just listed (FIEMEX), another (Fibra Next) is preparing to follow, and regulators hit the country’s largest mobile operator with a major fine.Try Whitepaper 30 days free
How can Mexico close its yawning education gap? We speak exclusively with Aurelio Nuño, ex-Education Minister, and Juan Rebolledo of Lotus Education,to explore what’s at stake and what can be done. Then: GM pivots future production from Mexico to US; Heineken Mexico talks up investment plans; and Hispanics in US pull backTry Whitepaper 30 days free
This week on MexMoves, we sit down with Leandro Cuccioli, SVP of Mercado Libre, for an exclusive look at how Latin America’s e-commerce giant plans to keep growing in Mexico — across e-commerce, logistics, and finance. We also dive into: a sharp drop in April remittances and a surge in crypto-powered transfers; Infra REIT Xinfra’s $270M raise to expand into power; mounting trouble at SOFOM Préstamo Feliz; the quiet rise of Canadian dollar store PesoRama in Mexico City; and baseball’s growing popularity in Mexico.Try Whitepaper 30 days free
On this episode of MexMoves, we look at what’s in store for Mexico’s economy in the second half of 2025 with Miriam Acuña from GBM. Andrés Benavides, founder of Cometa, shares how edtech can help Mexico’s private schools improve operations & collections, and focus on teaching. We also break down the top stock market winners and losers of 1H25, why U.S. fintechs are doubling down on microloans in Mexico, and Liverpool’s strategic bet on Nordstrom.Try Whitepaper 30 days free
This week, we sit down with Dr. Andrey Zarur, CEO and founder of Boston-based GreenLight Biosciences — maybe Mexico’s most accomplished scientist turned entrepreneur. We explore how his company is applying biotechnology to Mexican agriculture to boost productivity and food security sustainably, and why he believes Mexico has the potential to become a pharmaceutical powerhouse.Also in this episode:Potential Nissan Mexican plant closures; what the government and lawyers are saying about Mexico’s foreign investment outlook, and the latest on the U.S. remittance tax proposal stirring debate in Washington.Try Whitepaper 30 days free
This week on MexMoves, we sit down with Juan Carlos Zuazua, CEO of Viva Aerobus—Mexico’s fastest-growing low-cost airline—to learn what it really takes to run an airline, one of the most challenging businesses out there. Alex González Ormerod shares why he’s optimistic about the Mexican economy under President Claudia Sheinbaum’s Plan Mexico. Plus, Damian and Eduardo break down the highlights from Mexico’s annual banking convention and assess the performance of two key fintech players: Nu Bank and Mercado Pago. Plenty to discuss—no need to bring up tariffs (this time).Try Whitepaper 30 days free
This week on MexMoves, we speak with Bismarck Lepe, founder and CEO of MiSalud Health, about how Mexico’s doctors are successfully treating both Mexican-American and Mexican patients through digital platforms, sharply bringing down costs and improving health outcomes. Daniela Dib explains why so many Chinese professionals are now based in Mexico City. Plus, Eduardo and Damian break down Elektra’s healthcare push, the impact of a proposed reduction in the workweek from 48 to 40 hours, and yet more on Trump’s tariffs and Mexico (this time on movies).Try Whitepaper 30 days free
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