MexMoves

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

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

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

Rodrigo Velasco, Head of BBVA Spark Mexico & LatAm, discusses how BBVA’s division for fast-growing, tech-oriented companies and funds works in practice, and what he looks for when taking on a new client, extending credit or investing in a VC fund.

First, Eduardo and Damian dissect the news of the week:

* S&P moves Mexico’s outlook to negative while keeping the rating at BBB.
* Ebrard prepares markets for a USMCA review without a clean endpoint.
* Alejandro Werner warns on Mexico’s low-growth model.
* SICC’s US$2bn Hidalgo pharma MOU — and why investors may be skeptical.
* GAP shifts from airport operator to broader infrastructure platform.
* Tourism weakness hits hotels
* Braskem Idesa faces an operational and financial crisis.
* Bunq applies for a Mexican banking license.

Eduardo García interviews Nico Girard, CEO and Founder of telco upstart OXIO, on its bold move to buy Telefónica’s Movistar Mexico business, the future of telecom competition, MVNOs, AI-driven telecom platforms, and what success could look like in one of Latin America’s toughest mobile markets.

Before that, Damian joins Eduardo to dissect Mexico’s latest business news:

* Plan México’s new deregulation push and the government’s “zero excuses” message to investors
* Cox Energy’s US$2bn bond to refinance its audacious US$4bn Iberdrola México acquisition
* Why pawn shops are booming across Mexico
* World Cup hype versus economic reality
* Tiendas 3B crushing traditional retail
* Banamex returning to international debt markets