33. IMCO’s Moy on Mexico’s Economy — Plus Tariffs on China, Nutrisa’s Listing, and Bitso’s Stablecoin Bet
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 crypto platform Bitso is betting big on stablecoins.Try Whitepaper 30 days freeBuy your Whitepaper merch here
--------
1:00:05
--------
1:00:05
32. U.S.–Mexico Business History with Andrew Paxman; JAC and Giant Motors with Daniela Dib; McCormick–Herdez Deal, and Mexico’s Banking Shake-Up
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 Multiva, and cover the CEO change at Nu México. Finally, we take a cautious look at the ambitious Taruk electric bus project led by Megaflux.Try Whitepaper 30 days freeBuy your Whitepaper merch here
--------
1:06:13
--------
1:06:13
31. New telecom rules, Western Union swallows main remittance competitor, Banamex possible control change ahead of IPO, and Adidas in hot water over Oaxacan shoe
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 Pardo, the latest on Mexican fintechs, and the storm over Adidas’s alleged cultural appropriation.Try Whitepaper 30 days freeBuy your Whitepaper merch here
--------
57:10
--------
57:10
30. AmCham’s Carlos García on USMCA Outlook; Raúl Livas on Pemex Rescue, plus AT&T’s Rumored Exit, Walmex CEO Change, MELI’s Strong Mexico Results and more
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 mobile business. Meanwhile, MercadoLibre posts a strong rebound in Mexico during Q2, Walmex makes a surprise CEO change, and remittances dropTry Whitepaper 30 days freeBuy your Whitepaper merch here
--------
1:30:16
--------
1:30:16
29. Will Mexicans Eat Chipotle? Inside Alsea’s Recipe for Growth — Plus Live Nation’s Latest Mexico Play, ASUR’s U.S. Pivot, and a Tariff Deal Delayed Again
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 pivot, and Nemak’s bet on EV with a a big new global acquisition. Plus: Trump’s 90-day tariff deal delay, again — and the jaw-dropping $400M scam that ensnared Ricardo Salinas Pliego.Try Whitepaper 30 days freeBuy your Whitepaper merch here
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
México