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.
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 drop
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.
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 Stellantis
Visit Arkham
Buy 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.
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.
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.
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.
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.
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 back
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.
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.
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.
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).
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).
In this week’s episode, we tackle Mexico’s growing water crisis, interviewing Cole Frates, Co-Founder of Renewable Resources Group (RRG), on opportunities for agricultural water innovation, and Rosario Sánchez of Texas A&M on the challenges of meeting the 1944 U.S.-Mexico water treaty. We also break down Q1 earnings from top Mexican companies—highlighting soft growth among consumer names, rising margin pressure, and how Trump’s immigration crackdown is affecting Volaris. Finally, we unpack the latest telecom regulations and what they mean for the sector.
Lucha Libre AAA goes global as WWE and Fillip take the reins. Exclusive interview with Bárbara González Briseño, co-CEO of Fillip, on the strategy behind the Lucha Libre acquisition. Chipotle teams up with Alsea to conquer Mexican fast casual. CAME’s apparent collapse puts SOFIPO regulation under the spotlight. We also unpack how CDMX is turning into a cultural and business beacon
In this episode, we dive into Nu Mexico’s new full banking license, the sharp valuation cut at Kavak, and Arca’s latest corporate venture foray. We also unpack Mexico’s crackdown on fuel smuggling from the U.S. To close, a candid interview with Agustín Barrios Gómez on why Mexicans are investing in U.S. real estate and how growing up bicultural shapes his view of Mexico-U.S. convergence.
Today’s episode kicks off with the latest on tariffs, followed by a look at fracking and unlocking value with Herdez and Alfa. Next, Circana’s top LatAm executives share insights on Mexico’s latest consumer trends. We wrap up with Andrea Navarro from Bloomberg and lawyer David Connell discussing Tulum real estate scams — and how to avoid them.
This week, we speak with Gordon Lee, Partner at BTG Pactual, about the outlook for Mexico’s equity market amid macro headwinds and opportunities. Plus, Eduardo and Damian unpack the latest GDP growth downgrades, Alfa’s drawn-out but successful value-unlocking process finally nearing its end, takeaways from WalMex’s investor day, Banorte’s Bineo blow-up, and Carlos Slim’s rare comments on succession