DiscoverMexMoves43.KIO on Mexico’s data-center opportunities; Natixis on local asset-management plans; GAP-CBX merger; ASUR bid for South American airports; Aeromexico prices IPO
43.KIO on Mexico’s data-center opportunities; Natixis on local asset-management plans; GAP-CBX merger; ASUR bid for South American airports; Aeromexico prices IPO

43.KIO on Mexico’s data-center opportunities; Natixis on local asset-management plans; GAP-CBX merger; ASUR bid for South American airports; Aeromexico prices IPO

Update: 2025-11-06
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Octavio Camarena, CEO of KIO, Mexico’s leading local data-center company, talks to us about the company’s ambitious expansion plans, power bottlenecks, and why a successful data-center build-out is relevant to Mexico’s AI competitiveness. Then French-owned Natixis explain their local asset-management push, driven by rising savings and pension assets. Eduardo and Damian analyze GAP’s purchase of CBX from its controlling shareholders and the move to internalize technical assistance; dilution now, potential gains later. They also cover ASUR’s bid for a South American airport bundle, and how Aeromexico priced its IPO despite tough U.S.–Mexico travel conditions. Finally, they dissect the current investment slump which suggests Plan Mexico is not working - and why U.S. business is pressing Mexico for clear, predictable investment and tax rules.

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43.KIO on Mexico’s data-center opportunities; Natixis on local asset-management plans; GAP-CBX merger; ASUR bid for South American airports; Aeromexico prices IPO

43.KIO on Mexico’s data-center opportunities; Natixis on local asset-management plans; GAP-CBX merger; ASUR bid for South American airports; Aeromexico prices IPO

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