Episode Details
| Title | Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment |
|---|---|
| Date | 4/21/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $ASIA - Strong belief in Asia's growth potential, representing two-thirds of global growth in the next decade, with a focus on diversified investment strategies to capitalize on this trend.
- “Asia's gonna represent two thirds of global growth over the next decade. We wanna try to find a diversified way to play that.” - Jeffrey (13:02)
- “Obviously, you look out at Asia, huge opportunity, two thirds of global growth is gonna be there. Sure tariffs are gonna have a near term impact on supply chains around the world and where some of the goods are kinda made. But ultimately, these are still rising populations that are becoming more affluent. Therefore, they'll be able to kind of consume more and more going forward.” - Jeffrey (28:44)
- 🟢 $AI - 🔒
- 🟢 $PE - 🔒
- 🟢 $CHINA - 🔒