What does it take to find alpha in the markets everyone else writes off?

Most investors compete for the same deals in the same few geographies. Varun Rekhi built his career doing the opposite — investing across the emerging economies of the Middle East, Africa, Southeast Asia and Latin America, where returns supposedly don't exist and where reading the context is the whole game. In Episode 8 of CVCism, he joins hosts Shashvat Somany and Sriharsha Bandaluppi for a wide-ranging conversation on how the world's overlooked markets actually work — and what that teaches you about investing anywhere.

From Delhi to New York, Singapore and London, Varun's journey shaped a simple conviction: the edge in venture isn't a better model, it's seeing what others miss. The three of them trace that idea across fintech, crypto, AI and the mechanics of th ...