54. Homebuilding, Infrastructure Plan, BBVA’s Mexico Blowout, Workweek Reform, and Pemex
Thu Feb 05 2026
We interview Domingo Valdés, CFO of Vinte, Mexico’s largest homebuilder, on where Mexican housing is headed over the next decade. We discuss policy shifts from Peña Nieto to AMLO to Sheinbaum, Infonavit’s expanding role, the successful Javer acquisition, and how Vinte’s ESG focus translates into financial benefits. Before the interview, Eduardo and Damian first break down the week’s biggest Mexico storylines. Namely, the relevance of Mexico to Sunday’s Super Bowl; the government’s new multi-year infrastructure push; BBVA México’s blowout results and why Mexico remains the group’s profit engine; the proposed workweek reduction and what it could mean for the formal vs. informal labor divide; and the latest on Pemex’s “turnaround” narrative.
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We interview Domingo Valdés, CFO of Vinte, Mexico’s largest homebuilder, on where Mexican housing is headed over the next decade. We discuss policy shifts from Peña Nieto to AMLO to Sheinbaum, Infonavit’s expanding role, the successful Javer acquisition, and how Vinte’s ESG focus translates into financial benefits. Before the interview, Eduardo and Damian first break down the week’s biggest Mexico storylines. Namely, the relevance of Mexico to Sunday’s Super Bowl; the government’s new multi-year infrastructure push; BBVA México’s blowout results and why Mexico remains the group’s profit engine; the proposed workweek reduction and what it could mean for the formal vs. informal labor divide; and the latest on Pemex’s “turnaround” narrative. Try Whitepaper 30 days free Buy your Whitepaper merch here