61. AINDA on Mexico Infrastructure & Energy | Stagflation Fears, Walmex Investor Day, PemBras?, and Casinos

We interview Manuel Rodríguez Arregui, head of AINDA, the infrastructure and energy private equity fund focused on Mexico and Colombia. We discuss how AINDA sees the opportunities and challenges in financing Mexico’s much-needed infrastructure and energy projects, how the firm creates value across its portfolio, and why incorporating the highest ESG standards at every level of the company is key to raising capital and investing wisely in private equity.First, Eduardo and Damian cover the week’s major business themes. Stagflation fears are rising after weak growth and high inflation readings in the first months of the year. Walmex’s Investor Day sought to answer investor questions around execution, pricing strategy, inventory management, leadership changes, and rising competition from hard discounters and e-commerce players. We also discuss what a Pemex-Petrobras alliance could mean, and how Mexico’s casino and betting business has become a major consumer, technology, and cash-flow story.Try Whitepaper 30 days freeBuy your Whitepaper merch here