The Buy Now Pay Later opportunity in EM: Lessons from the Square-Afterpay deal
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Square’s US$29bn Afterpay acquisition highlights the strong potential of the payments-Buy Now Pay Later (BNPL) nexus
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BNPL is a natural fit for EM payments firms that have achieved scale and are looking to grow their product suite
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Managing defaults is key to BNPL economics. Scale can help achieve this goal but needs funding and partnerships
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
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