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Hi all,

This was a great Q4 result, and the traction seems excellent (excl Venezuela issues of course). What's the LATAM position of Amazon. I see AMZN heavily focused on India, but are they going full steam ahead in South and Central America in the same manner, especially the key markets like Brazil? Any resources on that topic would be helpful.

Also, WMT is considering taking over a stake in flipkart to enter india. Do you think MELI is a good target for Walmart to work with (since WMT already present in a few countries there?! I'm not so well versed with WMT operations)? Could there be a potential tie-up here?


thanks,
Sachiv
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