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. 12 hr ago

    76. Netflix Explains Its Winning Mexico Bet, Toyota’s Tacoma Exit and Why Mexican Credit Data Is Hot

    We speak with Francisco Ramos, Netflix’s Vice President of Content for Latin America, about why Mexico has become one of the company’s most important global creative hubs, and what Netflix now needs to do to stay ahead as competition from YouTube creators and influencer-led content rises. Since launching in Mexico in 2011, Netflix has grown its local team to nearly 400 people, filmed in more than 50 cities across 25 states, and announced a US$1bn commitment to Mexican productions over the next four years. We discuss the economics of major productions, how culture can become a driver of growth, competitiveness and national influence, and why Mexico has so far produced relatively few truly global streaming hits. First, Eduardo and Damian cover the week’s business news: * Toyota to gradually move Tacoma production from Baja California to San Antonio: why the shift from Tijuana to Texas is a warning sign for Mexico’s export model as USMCA uncertainty bites. * China’s rise in Mexico’s auto market: domestic vehicle sales are at record levels, but a growing share is coming from imported Chinese brands, making the industrial story less positive than the sales numbers suggest. * Equifax buys Círculo de Crédito for US$750m: what the deal says about the value of Mexican credit data, why U.S. firms will now fully control the country’s credit-information infrastructure, and how this could benefit competition in fintech and lending. * Aviva raises US$18m: why some investors believe Aviva’s hybrid physical-digital model may be better suited to expanding credit access in the informal economy in Mexico than app-only finance. * Mexico’s investment rebound: gross fixed investment finally bounced in April, helped by construction and public spending, but private productive investment, while improving, remains soft.

    1hr 9min

  2. 2 Jul

    75. Mexico’s Energy Infrastructure Needs; USMCA Outlook; Top 1H26 Stock Moves; Tulum Troubles; Minting MIllionaires

    We speak with Rafael García, VP of External Affairs at TC Energy and President of CanCham Mexico. We discuss Mexico’s energy infrastructure needs, TC Energy’s role in the country’s natural gas pipeline network, and why reliable infrastructure to facilitate low-cost natural gas imports from Texas is key for Mexico’s competitive electricity generation, nearshoring and industrial growth. We also look at how the Canada-Mexico business relationship is evolving as both countries navigate USMCA and seek a common front with the United States. First Eduardo and Damian discuss some of the main news of the week: * The USMCA outlook: the treaty remains in force, but the US has opened the door to annual reviews for the next decade unless a new agreement is reached. * Mexico’s top 1H26 stock market moves, focusing on Diablos and Fibra Nova on the upside. * Tulum’s tourism troubles. * UBS data showing Mexico’s fast-growing millionaires.

    59 min

  3. 25 Jun

    74. Mercado Libre’s Mexico Strategy; Positive News on Growth, Inflation, Renewables, and Sinda’s possible IPO

    We interview Leandro Cuccioli, Senior VP at Mercado Libre, on the company’s Mexico strategy, booming e-commerce sales, Mercado Pago’s fintech ambitions, the impact of AI adoption, market concerns around operating margins that have hit the stock price, and the company’s long-term growth opportunities. First, Eduardo and Damian dissect the main business and economic news of the week, which brought some unusually positive headlines for Mexico: stronger growth data, a welcome low-inflation surprise, renewed momentum behind clean energy investment, and Sinda’s potential IPO as one of the more interesting new Mexican silver stories. We then discuss two new reports: Hi Ventures on AI adoption across Latin America, and UBS on billionaire family offices, and what makes Latin American plutocrats different from their peers elsewhere.’

    1hr 28min

  4. 18 Jun

    73. The Making of Mexico; World Cup, Education & Growth, Digital Payments, Stablecoins, & the Plata Documentary

    Two standout interviews this week.Harry Krensky, Managing Partner of Discovery Americas, shares his views on what it takes to succeed in Mexico private equity — what works, what doesn't, and where the industry is headed. And before that, Pamela Starr joins us to discuss her new book The Making of Mexico: Revolution, Reform, and Transformation. And as always Eduardo and Damian begin the episode by dissecting the week's news: World Cup ticket pricing; Mexico's education challenges and their drag on economic growth; Banxico's latest digital payments push; the Stablecoin Conference 2026 and the convergence of traditional and decentralised finance; and the Plata 2 hour documentary; the improbable story of how a team of Russian fintech exiles joined forces with local hires to build Mexico's 53rd bank, now valued at over $4bn.

    1hr 30min

  5. 11 Jun

    72. Afore Coppel on Mexico’s pension future; demographic challenges; and more fintech deals with Clip and OXXO

    Juan Manuel Valle, CEO of Afore Coppel, Mexico’s largest pension fund by affiliates, discusses the opportunities and challenges facing retirement savings in Mexico. * How Afore Coppel became the largest pension fund by affiliates, despite entering the market much later than others. * How different income groups face very different retirement challenges. * Why contribution weeks, formal employment and voluntary savings matter. * How younger customers can follow a longer-term investment strategy, with more exposure to equities and alternatives. * How Afores can help finance Mexico’s infrastructure needs, but only when the economics make sense. Eduardo and Damian first dissect the main business and economic stories of the week: * World Cup protests by the CNTE teachers’ union highlight Mexico’s pension challenge: insufficient funding for current commitments, ony to be made worse by an ageing population. * Fintech is back: Clip launches Mi Clip with Ant, Mastercard and TelevisaUnivision; FEMSA brings QED into OXXO credit. * Betterfly buys Minu; Mercado Libre announces its Mexico US$4.6bn ‘’investment” number. * Trump knocks USMCA as multi-year revisions loom.

    1hr 18min

  6. 4 Jun

    71. Amazon Mexico Head Explains Strategy; Betterware’s Tupperware Deal, FMTY Lands FIBRAMQ, and Televisa’s War Chest

    Amazon Mexico Head Pedro Huerta explains how Amazon is adapting to Mexico: ever-faster delivery, local payment solutions, AI-driven shopping, and a deeper push into groceries and everyday essentials. Key interview topics: * The launch of “Delivery in Hours” * Why saving time is Amazon’s core value proposition for Mexican consumers * Faster delivery as a gateway into daily-use categories * AI, Alexa, and the future of shopping * Mexico payment habits, credit, and BNPL solutions * The SAT tax changes and their impact on marketplace sellers * How Mexican SMEs are using Amazon to export First, Damian and Eduardo break down the week’s top business and economic stories: * Betterware closes its acquisition of Tupperware LatAm, accelerating its transformation into a regional direct-selling platform * Fibra MTY lands Fibra Macquarie as AFOREs favor local internalization over global scale * Televisa prices a convertible offering as it prepares for potential AT&T M&A * Dollar store JOi Dollar raising to fund expansion across Mexico * The latest on USMCA negotiations, tariffs, and possilbe new auto rules

    1hr 5min

  7. 28 May

    70. GM Mexico Head on China to Mexico Shift, Slim Holds Court, AMX Investor Day, Banxico’s Reality Check

    Francisco Garza, Head of GM Mexico, tells us about GM’s plan to shift (for now, just the assembly) of the Aveo and Groove models from China to Mexico, and what it says about nearshoring, tariffs, suppliers, EVs and Mexican manufacturing. Plus Eduardo and Damian discuss the big business and economic issues of the week, including: * Carlos Slim says Mexico’s biggest problem is Pemex, but pledges US$5bn in investment this year * Prologis exits the Fibra Macquarie battle as Fibra Monterrey and Next fight it out * América Móvil makes its case at its NYC Investor Day * Banxico lowers growth expectations even as Mexico’s exports keep booming

    58 min

  8. 21 May

    69. inDrive in Mexico; Evolving Mexico ESG; Moody’s D/G; Royal Caribbean blow & the MX-EU Trade Deal

    How do you compete with Uber in one of the world’s most competitive ride-hailing markets? Andries Smit of inDrive discusses with Damian the company’s expansion in Mexico, its strategy against Uber and Didi, and why mobility platforms are increasingly evolving into broader financial and logistics ecosystems. Before that, Eduardo speaks with Marimar Torreblanca of Miranda ESG on how Mexican companies and investment funds are navigating ESG in an ideologically-charged global environment. First, Eduardo and Damian dissect the major Mexico business stories this week: Moody’s Mexico rating downgrade: markets barely reacted, but Mexico stands warned Royal Caribbean’s Imperfect Day GM’s moves some production from China to Mexico What the new Mexico–EU trade agreement means Quick Takes: Nu Mexico breaks even, Klar buys Yave, Vesta raises $240mn..and much more

    1hr 22min
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About

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

Information

  • Channel
    Whitepaper MX
  • Creator
    Whitepaper Media
  • Years Active
    2025 - 2026
  • Episodes
    76
  • Rating
    Clean
  • Copyright
    © Whitepaper Media
  • Show Website
    MexMoves

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