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MexMoves

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MexMoves
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  • 28. Mexico's Private Hospitals Scale Up, Fibra NEXT Debuts, Iberdrola Quits, Autos Struggle
    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 refinancing, 2Q corporate earnings, and how tariffs are already hitting the Mexico operations of Nissan, GM, and StellantisVisit ArkhamTry Whitepaper 30 days freeBuy your Whitepaper merch here
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  • 27. Mexico’s AI Moment, More Tariff Turmoil, and Gentrification Fights in CDMX
    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 ownership. We evaluate the impact of Trump’s latest tariff threats and the new duties on Mexican tomato exports to the U.S. Finally, we look at the recent gentrification protests in Mexico City and what if anything they mean for tourism in the City ahead of the 2026 World Cup.Try Whitepaper 30 days freeBuy your Whitepaper merch here
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  • 26. Why Wall Street is Bullish on Mexico — while Lithium Flops, Fuel Smugglers Under Pressure, and Cancun Slumps
    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 Cancun’s tourist troubles.Buy your Whitepaper merch hereTry Whitepaper 30 days free
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  • 25. Stress Test for Mexico’s Banks, More Fintech Raises, and BYD Prefers Brazil
    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
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  • 24. Dollar Stores, U.S. Treasury Accuses Mexican Financials, Tariff Deal, and Sports TV Shifts
    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 laundering linked to fentanyl trafficking. We break down the implications for the banking sector and cross-border relations. Plus: signs of a potential U.S.-Mexico tariff deal on steel and aluminum, and major changes in Mexico’s sports television landscape.Visit ArkhamTry Whitepaper 30 days free
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Over MexMoves

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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