Another risk from emerging markets like India is the Buy Now pay later playbook run by companies like Bajaj Finance which give 0% interest loans on applicances and electronics which are big ticket items. This essentially replaces a lot of credit card revenues for VIsa and MAstercard
Another risk from emerging markets like India is the Buy Now pay later playbook run by companies like Bajaj Finance which give 0% interest loans on applicances and electronics which are big ticket items. This essentially replaces a lot of credit card revenues for VIsa and MAstercard
Hello Ali !
Nice to read that.
Just a question : Why you are not invested at the same time in Adyen ?
I am no expert but I have suspicions that Adyen's only advantage in a crowded marketplace is its current tech expertise:
https://x.com/gnufs/status/2022311011152191909