Finding Alpha Where It Doesn't Exist — ft. Varun Rekhi | सीVCism EP 8

सीVCism — a Tattva original · Jul 31, 2026 · 1h 1m

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…