Episode Details
| Title | Bain Capital’s David Gross on global opportunities and private equity’s evolution |
|---|---|
| Date | 4/1/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $JAPANBUYOUTS - Japan is becoming an attractive market for buyouts due to converging forces, with potential for significant growth in this area.
- “Japan is a large market that's taken a long time to develop, but, you know, we're starting to finally see the convergence of forces that are gonna turn this into a really big buyout market” - David (2:44)
- 🟢 $USMANUFACTURING - 🔒
- 🟢 $INDIAPE - 🔒
- 🟢 $GERMANDIVESTMENTS - 🔒
- 🟢 $HEALTHCAREIT - 🔒
- 🟢 $JAPANTECH - 🔒
- 🟢 $INDIATECH - 🔒