57. Creative Industries, Cartel Threats and Corporate Earnings

This week we chat with Gina Diez Barroso, founder of CENTRO University, and a leading Mexican voice in education, innovation, urban renovation, arts and women in business. She reflects on the evolution of Mexico’s creative economy, and what it takes to build globally competitive creative business leaders in Mexico and elsewhere.We also speak with Edmundo Sandoval of Control Risks, the global risk consultancy, on how companies navigate insecurity, cartel dynamics, and extortion in Mexico, especially timely given the recent operation against the CJNG and the retaliatory violence that followed.To kick off, Eduardo and I break down 2025 full-year corporate results, focusing on FEMSA and Mercado Libre. We also analyze major corporate moves of the week, including Fibra Prologis’ bid for Fibra Macquarie, a sign that consolidation is returning to Mexico’s industrial real estate market and, potentially, the capital markets more broadly.Try Whitepaper 30 days freeBuy your Whitepaper merch here