H.E. Mohammed El-Kuwaiz, Rishi Kapoor & Chip Kaye: Top Emerging Markets for Alternative Asset Growth
The panel "WHICH EMERGING MARKETS ARE THE NEXT FRONTIER FOR ALTERNATIVE ASSET GROWTH?" took place at theΒ ...
CEO, Warburg Pincus
Search every verified Charles Kaye interview, podcast appearance, and on-the-record quote β each transcript cross-checked by AI and human review to confirm speaker identity. Charles Kaye, co-chairman and CEO of Warburg Pincus, has been active in discussing global private equity trends, with a focus on emerging markets. In late 2024, he participated in a panel on emerging markets for alternative asset growth, where he described the current moment as "complicated" and noted that the U.S.-China geopolitical dynamic "may be the most important question of the time." He also stated that "public markets are a little more broken at the moment outside the top stocks" and that private capital, at roughly 6% of global market cap, still has "a long way to go." In 2023, Kaye commented on the maturation of China's private equity industry, saying the "real key to sustainable success is diversification" and that "great investors and investing organizations aren't just made when times are good; they're made when times are difficult." He also discussed Vietnam, calling it a beneficiary of the "China plus-one strategy" and citing its "reasonably stable macroeconomic framework" and "depth of the entrepreneurial class" as attractions for continued investment. Beyond his business role, Kaye is co-founder of the World Orchestra for Peace. In 2021, he accepted the BraVo International Music Awards' "Orchestra of the Year" award on behalf of the ensemble, dedicating it to the memory of Sir Georg Solti, with whom he founded the orchestra. He noted that the orchestra's 650 players from 125 orchestras in 70 countries "give their services without any fee" and that he remains committed to "using music and the arts to make the world a better and more peaceful place." In 2019, he promoted an Oxford concert for UN World Peace Day, describing the orchestra as "a United Nations of musicians" with the goal of "how can we make the world a more peaceful one for our children."
“One of the challenges for investors around the world has been U.S. dominance β if you simply took out the U.S. it would be like 60% of that number β and obviously U.S. tech has been this large driver.”
“There may be a moment where U.S. dominance transfers a little and you see another generation of emerging markets arise where deep entrepreneurial talent, hard and soft infrastructure development, and capital β domestic and foreign β combine to drive growth.”
“When I look at places around the world there's a mental checklist: do you have deep entrepreneurial talent, a macro-stable framework to plot a five- or ten-year trajectory, and both hard and soft infrastructure β those combinations are what attract private capital.”
“We sit at a complicated moment β where interest rates settle will dictate a lot about asset pricing β and the geopolitical dynamics between the U.S. and China, the two largest economies, may be the most important question of the time.”
“Public markets are a little more broken at the moment outside the top stocks β private capital still represents a modest share of aggregate global market cap (maybe ~6%) and that trend of private capital growing into a larger share still has a long way to go.”
“We're living through two really big changes in the environment: one is that for 40 years we've lived in a declining inflation and interest-rate environment and that's changing; secondly, geopolitics matter more now β and those two are both changing in ways investors will have to understand and respond to.”
“China has had this 40-year transformation β 10% GDP growth as it grew into an $18 trillion economy β and it's now going through some of the maturing pains; as that macroeconomic set of issues resolves it'll change the landscape for investors.”
“Part of it is being patient and letting things evolve as opposed to having excess confidence in our ability to completely predict how that will happen.”
“From our vantage point we've been present for 30 years and as a firm we're the oldest private equity firm in the world β great investors and investing organizations aren't just made when times are good; they're made when times are difficult.”
“We're thinking a lot about the maturation of domestic capital markets in China, the massive savings pool and how it will be better managed and invested β we've made investments in asset management firms like Hobal and Jongo and see that space with positive tailwinds.”
“While there are always themes and ideas maturing, the real key to sustainable success is diversification β being present across sector, geography and vintage β it's less about predicting how the world will play out and more about being present where risk-reward shifts.”
“We've had long-standing presence in technology and healthcare and financial services and business services and industrials and real estate in Asia β we've been in the US, in Europe since the mid-1980s and almost 30 years in China, India and Southeast Asia.”
“We never invest in the macro flavor β it's more about finding the incredibly talented entrepreneur with some new idea that defies gravity; those are the stories that make great fortunes and great investments.”
“We're ready to sort of look for continued opportunities here; our business in Vietnam has grown quite nicely and today a chance for us to be with the entrepreneurs we've backed over the last 10 years and reflect back on what the journey has been.”
“Clearly it's a big beneficiary of the China plus-one strategy.”
The panel "WHICH EMERGING MARKETS ARE THE NEXT FRONTIER FOR ALTERNATIVE ASSET GROWTH?" took place at theΒ ...
Subscribe to our YouTube channel for free here: https://sc.mp/clipssubscribe Chip Kaye, CEO of Warburg Pincus said broadΒ ...
Chip Kaye, CEO of Warburg Pincus, discusses Vietnam's attractive qualities, including its "reasonably stable macroeconomicΒ ...
At FII PRIORITY, "Business in the New Global Order" featured Jenny Johnson, President & CEO, Franklin Templeton, Chip Kaye, CEO, Warburg Pincus, Shu Nyatta, Founder & Managing Partner, Bicycle Capital, Patrick Zhong, Founding Managing Partner, M31 Capital, and moderator Eithne Treanor, Managing Director, E Treanor Media. On March 30-31, 2023, FII PRIORITY, powered by FII Institute, convened global leaders, CEOs, investors, innovators, engaged citizens and media for two days in Miami to craft a roadmap for humanity in today's challenging times.
Live recording from the stage of the historical Bolshoi Theatre, Moscow in April 2021, Charles Kaye - co-Founder and Director ofΒ ...
Charles Kaye, Chief Executive Officer, Warburg Pincus, joins us for an exclusive discussion on 'Private Equity in The Covid-19Β ...
Charles Kaye, Co-Founder of The World Orchestra for Peace explains why the Oxford Concert For Peace on 21st September willΒ ...
Charles Kaye, Co-Founder of The World Orchestra for Peace explains why the Oxford Concert For Peace on 21st September willΒ ...
Warburg Pincus, the single largest shareholder in Capital First speaks exclusively to CNBC-TV18 for the first time post the IDFCΒ ...
Warburg Pincus, the single largest shareholder in Capital First speaks exclusively to CNBC-TV18 for the first time post the IDFC Bank merger announcement. Charles Kaye, Co-CEO and Vishal Mahadevia, Head-India of Warburg Pincus told Nisha Poddar that they have no plans to exit the merged bank. CNBC-TV18 is India's No.1 Business medium and the undisputed leader in business news. The channel's benchmark coverage extends from corporate news, financial markets coverage, expert perspective on investing and management to industry verticals and beyond. CNBC-TV18 has been constantly innovating with neβ¦
Sign in to search the full transcript archive, filter by topic, and access every quote from Charles Kaye.
The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →