MexMoves

Nikolaj Lippmann, Latin America equity strategist at Morgan Stanley, explains how realistic it is for Mexico to develop a domestic robotics manufacturing industry over the next decade. What policies would the government need to implement to attract investors? Could the USMCA help—or hinder—Mexico’s chances in this growing sector? Capital One’s investment plans in Mexico, not in finance, but in tec...

Estephany Ley, Head of Retail Banking at BanCoppel, lays out the bank’s strategy to broaden its client base and product offering—from its traditional retail financing to car loans, credit cards, mortgages, payroll loans, and more. She argues that branches, scale, trust, and technology working together will prove a winning formula. Daniela Dib explains how Querétaro is booming for data centers, but...

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 do...

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...

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 a...

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 cryp...

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 Multi...

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...

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 m...

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 pi...

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 r...

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 ownersh...

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...

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 laund...

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...

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 Try 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 Préstam...

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...

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...

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...

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...

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, risi...

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 Try Whitepaper 3...

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. Try White...