Temasek's Vaske Says Trade War Might Present Opportunities

The video discusses the impact of trade wars on business opportunities, emphasizing caution and strategic capital deployment in early-stage companies. It highlights the effects of U.S. legislation on foreign investments, particularly in tech, and explores the competitive forces in the investment landscape, including sovereign wealth funds and private equity.

What is Mastics' general approach towards market opportunities during a trade war?

• Complete withdrawal

• Cautious optimism

• Aggressive expansion

• Indifference

How does Mastics view early-stage companies in the context of a trade war?

• As high-risk investments

• As opportunities for strategic capital allocation

• As irrelevant to their strategy

• As fully mature entities

What type of capital does Temasek prefer to align with?

• Companies in declining industries

• Companies with strong fundamentals and potential for disruption

• Companies with weak fundamentals

• Companies with no growth potential

What is a significant challenge for foreign investors in the US according to the transcript?

• Lack of investment opportunities

• Increased competition from local investors

• High taxation rates

• Legislative changes requiring mandatory disclosures

Who are some of the competitors Temasek faces in the investment landscape?

• Non-profit organizations

• Other state-owned enterprises and private equity firms

• Local small businesses

• Retail investors