We interview Avelino Rodríguez, CEO of The Lift, to talk about the business of creativity in Mexico. Twenty years after founding The Lift, Avelino explains how he built a world-class audiovisual production-services company, and what Mexico needs to become a genuine global creative hub comparable to Korea. We also discuss Productistas, his and Ilana Sod's new podcast focused on Mexico’s creative industries.
Then we turn to the week’s business news:
Consorcio ARA: its proposed tender offer, and what it says about the continuing shrinkage of Mexico’s listed mid-cap market.
Advent / CONTPAQi: why a large investment in traditional business software is especially interesting as AI is putting pressure on some software valuations.
Nu México: another CEO change, a new CFO, and the execution challenge of scaling rapidly across multiple markets.
The peso: from market darling to laggard in a month as the carry trade unwinds.
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