MexMoves

MexMoves

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MexMoves episodes

  • 23. Can New Rules Revive Mexico’s Energy Sector? Meanwhile, Fibras (Mexico’s REITs) are staging a comeback, with one newly listed and another in the pipeline. Plus: regulators turn up the heat on Telcel and Oxxo

    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.

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    1 hr 7 min
  • 22. Educating Mexico: Failure fuels deeps problems and some opportunities. GM pulls back from Mexico, and U.S. Hispanic consumers feel the squeeze

    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

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    1 hr 16 min
  • 21. Mercado Libre’s Mexico Gameplan — Plus Remittance Slide, Baseball's Growth, Xinfra’s Capital Raise, & Prestamo Not So Feliz

    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.

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    1 hr 9 min
  • 20. Mexico’s Economic Outlook; Edtech Bets, US FinTechs extending microcredit

    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.

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    58 min
  • 19. Biotech Hits the Fields: Mexico’s Farms, Nissan’s Future & Remittance Risks

    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.

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    52 min
  • 18. Viva Aerobus’ secret sauce for low-cost flying, optimism around Plan Mexico, and takeaways from the banking convention

    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).

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    1 hr 2 min
  • 17. Health Nearshoring, China's Quiet Rise in CDMX, and Mexico’s Shorter Workweek

    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).

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    1 hr 2 min
  • 16. Mexico’s Water Crunch, Q1 Corporate Pulse, and telco law fight

    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.

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    55 min
  • 15. Lucha Libre Goes Global: WWE & Fillip's Big Bet, Chipotle’s Alsea Deal, and trouble at CAME Popular bank

    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

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    39 min
  • 14. Kavak Cut, Nu Approved, Fuel Seized: Mexico Eyes U.S. Real Estate

    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.

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    46 min

About MexMoves

From the publisher's feed

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

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