Browsing: America

geographical arbitrage – the practice of seeing what is going to happen, what has worked (and what has failed) in one area of the globe, understanding where it could be replicated elsewhere on our planet.

The reason there is so much interest in Latin America as an investment destination is that there is little value left in seed and early stage companies in North America, Europe and even India.

Over the coming years LatAm will also lose its appeal as valuations start to exceed value. There is therefore no doubt that the next geographical location in which this arbitrage will be practised is sub-Saharan Africa.