MexMoves

• 38. Mexico & Robots, Capital One Bets on Mexico Nearshoring, Slim’s Pemex Ties, and the $100K H1-B Visa Twist

  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 tech hub; Carlos Slim’s expanding relationship with Pemex after Grupo Carso secured a $2 billion drilling contract; and President Trump’s controversial decision to charge $100,000 for H1-B visas, which could open new opportunities for Mexico to lure small and mid-size tech firms. Plus, the latest on tequila in the business headlines—and a few items more.Try Whitepaper 30 days freeBuy your Whitepaper merch here

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• 37. BanCoppel’s New Retail Strategy, Data-Center Power Constraints, Chico Pardo’s 25% Banamex Controlling Stake, and Slim’s Rail Contract Wins

  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 the electricity grid isn’t keeping up. We look at Fernando Chico Pardo’s purchase of a 25% controlling stake in Citi’s Banamex for US$2.3bn at 0.8x book. Banamex now must grow loans and revenues, cut costs, better use its cheap deposits, and lift ROE before the upcoming IPO. Carlos Slim—through Carso and FCC—wins a big Saltillo–Monterrey passenger railway contract. Finally, Tito’s takes a majority stake in LALO Tequila as the US tequila market cools—too many brands, price hikes that stretched consumer budgets, and Gen-Zs binge drinking less.Try Whitepaper 30 days freeBuy your Whitepaper merch here

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• 36. VEMO’s Clean Mobility Bet Amidst Rising China Tariffs, New Femsa CEO, Herdez Spins Off Nutrisa, Cross-Border Logistics, and Aeroméxico–Delta JV Blow

  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 down Grupo Herdez’s spin-off of Nutrisa and the US$750 million sale of part of its McCormick joint venture — moves that are reshaping one of Mexico’s most iconic food groups.Ricardo Kumar Dadoo of Clarendon Group explains how US/Mexico cross-border transport and logistics networks are holding up under Trump’s new trade and immigration regime.We also cover FEMSA’s new CEO, the Aeroméxico–Delta joint venture facing U.S. regulatory pushback, and take a closer look at the motives behind Mexico’s move from Free Trade Bastion to Fortress North America, via the planned big hike in tariffs on Chinese imports.Try Whitepaper 30 days freeBuy your Whitepaper merch here

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• 35. Didi’s Daring Mexico Bet, Klar Grabs Bineo, Esentia Energy Readies IPO, Mexico’s 2026 Budget & Tariffs on China, and Amazon Backs Rappi

  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 Korea. We also unpack the 2026 budget, which raises taxes on soft drinks, cigarettes, and gambling but avoids structural tax reform, keeping the deficit at around 4% of GDP while Pemex debt grows off balance sheet. Finally, we discuss Amazon’s new US$25 million convertible note investment in Rappi, which could give it up to a 12% stake in the Colombian delivery company. Don’t forget to comment and rate the podcast to help spread the word and grow the audience.Try Whitepaper 30 days freeBuy your Whitepaper merch here

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• 34. Mexico’s New Competition Rules, Kapital’s $100mn raise, Soda Tax Rumors, BIVA’s NYC Day, and Pemex’s Non-Fracking Fracking

  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 acquisition of Intercam’s assets. Beyond the interviews, we look at the rumored soda tax already shaking KOF and Arca investors, recap BIVA Day in New York, examine Pemex’s so-called “not-fracking” plan, and review the government’s new anti-dumping tariffs on Chinese shoes.Try Whitepaper 30 days freeBuy your Whitepaper merch here

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