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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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.Try Whitepaper 30 days free
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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 backTry Whitepaper 30 days free
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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.Try Whitepaper 30 days free
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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.Try Whitepaper 30 days free
In this podcast Damian Fraser and Eduardo García dive deep into the untold stories of Mexican businesses that matter to America or American companies in which Mexico plays an important role.
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