MexMoves

Whitepaper MX

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

  1. לפני 3 ימים

    66. Nearshoring opportunities; AI-driven export boom but GDP weakness; BlackRock cashing out in the GMéxico–Saavi deal

    We interview Emilio Cadena, CEO of Prodensa and President of the US-Mexico Foundation, on the continued nearshoring opportunity for Mexico; what’s working, what isn’t, and why a roll-up of some of Mexico’s SME export industrial plays makes sense. Before that, Eduardo and Damian discuss the big business news of the week.  Grupo México takes control of Saavi Energía, partially cashing out BlackRock/GIP, a clear example of global capital rotating out while rich local players step up. Mexico’s GDP contracted 0.8% in 1Q, its weakest start since 2020, while the U.S. grew around 2%. The divergence is striking: the U.S. is being supported by AI capex, while Mexico is held back by weak domestic consumption, investment, and autos. Yet Mexico’s non-auto exports are quietly booming. Growth is coming from electronics, electrical equipment, and industrial inputs tied directly to the AI buildout. This is nearshoring  in action, though it is not yet translating into GDP growth perhaps given the large import component in electronics. And in our quick takes, we look at Televisa preparing for Telco M&A, positive 1Q26 reports from FEMSA, Televisa, mixed results from BBVA Mexico, BanBajío, Walmex and others, plus Banorte’s bet on baseball.

    שעה ודקה אחת

  2. 23 באפר׳

    65. North America’s First World Cup; USMCA, Growth Woes, Piracy, AI Investment, and Fibra Battles

    Andrés Martínez, Co-Director of the Great Game Lab at Arizona State University, joins us to discuss the business significance of the first North American World Cup. Pedro Casas, CEO of AmCham Mexico, gives us the latest on USMCA talks following the USTR’s visit to Mexico. Before the interviews, Eduardo and Damian assess the state of Mexico’s economy and Q1 earnings so far, ballooning contraband around the World Cup, Fibra battles getting personal, Banamex’s new CEO, Flex’s AI infrastructure investment bet, and Atlas football club set to change hands.

    שעה אחת ו-20 דקות

  3. 16 באפר׳

    64. Vanguard on Mexico’s savings gap; food inflation; Plata; fracking; ice cream and and motorcycles

    We interview Adriana Rangel, Head of LatAm distribution at Vanguard, on one of Mexico’s biggest long-term weaknesses: why retirement savings remain so low despite gains in financial inclusion and average incomes. The answers include still low incomes relative to living costs, low female labor participation, high informality, poor financial education, and complexity and high cost of many existing financial products. Eduardo and Damian first turn to the week’s key stories: • Tomato prices surge: up as much as 100% YoY, pushing inflation higher, while tortilla prices also look set to rise. • Fracking reconsidered: Sheinbaum shifts policy, but cheap US gas remains hard to compete with. • Plata at a $5bn valuation: a major fintech milestone and a sign of renewed capital flows. • GS Motos hits 10 million motorcycle units sold: a major success story now facing stronger Indian competition. • Herdez’s ice cream JV with Froneri marks another step toward its leaner operating model.

    שעה אחת ו-6 דקות

  4. 9 באפר׳

    63. Jumex in the USA; Chinese Carmakers; Telefónica Exits; Banxico Chief Under Fire

    This week on MexMoves, we interview Carlos Madrazo, head of Jumex USA, on how the company is approaching the US market, what lessons it can bring from its success in Mexico, what has to change, and why both Hispanic and mainstream consumers are part of its long-term ambition. Before that, Eduardo and Damian break down the week’s biggest stories: China’s growing footprint in autos, as GAC claims it will begin to assembly cars in Mexico in the second half of 2026; the implications of Telefónica’s sale of its Mexico business, and what the buying consortium-leader Oxio does next; and the debate around Victoria Rodríguez’s leadership of Banxico after a critical Bloomberg Opinion column.’

    ‏53 דק׳

  5. 2 באפר׳

    62. AWS at 20 - positioning for Mexico’s AI transition; How “broken” is Mexico’s economy?; Park Life IPO; e-commerce trends

    This week, Eduardo and Damian sit down with Rubén Mugártegui, Managing Director of Amazon Web Services Mexico, as AWS celebrates its 20th anniversary, to discuss how the company helped drive Mexico’s shift to cloud computing and how it is now positioning itself at the centre of the country’s AI transition. This episode also dives into: 🔹 The debate over Mexico’s ‘’Broken Economy’’ by The Economist. What causes Mexico’s persistently weak economic growth - seemingly everyone has a view 🔹 Park Life’s debut on the stock exchange, the first Mexican listed residential property company 🔹 What new data on Mexico’s fast-growing e-commerce economy shows 🔹 Nissan’s closure of its historic CIVAC plant in Morelos as part of its global restructuring

    שעה אחת ו-19 דקות

  6. 26 במרץ

    61. AINDA on Mexico Infrastructure & Energy | Stagflation Fears, Walmex Investor Day, PemBras?, and Casinos

    We interview Manuel Rodríguez Arregui, head of AINDA, the infrastructure and energy private equity fund focused on Mexico and Colombia. We discuss how AINDA sees the opportunities and challenges in financing Mexico’s much-needed infrastructure and energy projects, how the firm creates value across its portfolio, and why incorporating the highest ESG standards at every level of the company is key to raising capital and investing wisely in private equity. First, Eduardo and Damian cover the week’s major business themes. Stagflation fears are rising after weak growth and high inflation readings in the first months of the year. Walmex’s Investor Day sought to answer investor questions around execution, pricing strategy, inventory management, leadership changes, and rising competition from hard discounters and e-commerce players. We also discuss what a Pemex-Petrobras alliance could mean, and how Mexico’s casino and betting business has become a major consumer, technology, and cash-flow story. Try Whitepaper 30 days free Buy your Whitepaper merch here

    ‏55 דק׳

  7. 19 במרץ

    60. La Oficina, Stripe in Mexico, Fibra Battles, Bankers Meet in Cancun

    This week we chat with Marcos Bucay, showrunner of La Oficina, about bringing The Office TV show to Mexico and what it reveals about hierarchy, nepotism, and the absurdities of corporate life a la mexicana. And in a bonus, top Stripe executive Neetika Bansal also joins us to explain how Stripe is adapting to the Mexican market and its vision for the growing role of stablecoins in global and local payments. First, Eduardo and Damian analyse the key Mexico business stories of the week: the takeover battle around Fibra Macquarie as Fibra Monterrey and Funo’s Next enter the fray; the surprising split between OXXO and Nu; Alsea’s growth strategy as outlined at its New York investor day; and takeaways from the ABM meeting in Cancun, where top banks are talking and talking about SME credit and how to accelerate the shift from cash to digital payments. Try Whitepaper 30 days free Buy your Whitepaper merch here

    שעה אחת ו-11 דקות

  8. 12 במרץ

    59. Inside Mexico’s Pension Funds. Plus Fibra Monterrey, BBVA Mexico, Mexico’s Billionaires and Liga MX

    We talk with Guillermo Zamarripa, president of Mexico’s pension fund association, Amafore, about the growing importance of Mexico’s pension funds, including their role in the country’s long-term savings, capital markets, infrastructure and private assets, the challenge of ensuring adequate pensions as the population ages, and the structural or regulatory changes still needed for the Afore system to play a larger role in the economy. In the first part, Eduardo and I discuss Fibra Monterrey’s successful follow-on offering and what it says about continued investor appetite for Mexican equities, the broader consolidation wave in industrial real estate, why global tensions may actually strengthen Mexico’s nearshoring story, BBVA Mexico’s investor update and how it has out-finteched the fintechs while maintaining “principalidad,” Mexico’s latest billionaire list and what it reveals about the country’s wealth structure, and the growing foreign investment flowing into Liga MX. Try Whitepaper 30 days free Buy your Whitepaper merch here

    שעה אחת ו-19 דקות
הצגת הכול (66)

אודות

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

מידע

  • ערוץ
    Whitepaper MX
  • יוצרים
    Whitepaper Media
  • שנות פעילות
    2025 - 2026
  • פרקים
    66
  • סיווג
    תוכן הולם
  • זכויות יוצרים
    © Whitepaper Media
  • אתר התכנית
    MexMoves

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