Private Equities

[behappyalways]

ByteDance’s valuation soars to US$480b in share auction
https://www.theedgesingapore.com/news/c ... re-auction

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The top 50 most valuable private companies in the world
https://x.com/Mayhem4Markets/status/1992965370102133238

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OpenAI Needs To Fill $207 Billion Funding Hole By 2030: HSBC
https://www.zerohedge.com/technology/op ... -2030-hsbc

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Yeah, this can’t be good.
https://x.com/AyeshaTariq/status/1994458404874527093

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The combined value of the 55 largest private companies is an astounding $22 trillion:
https://x.com/Mayhem4Markets/status/2004620647255703948

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Private credit is flashing a warning sign last seen before the Great Financial Crisis:
https://x.com/GlobalMktObserv/status/20 ... 3290233309

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"We Saw It. We Passed": Blue Owl Fails To Secure Third Party Funding For $4 Billion Data Center
https://www.zerohedge.com/markets/we-sa ... ata-center

[winston]

UBS strategists said private credit could see default rates surge as high as 15% — two percentage points more than the firm forecast less than a month ago—if AI triggers an “aggressive” disruption among corporate borrowers.

Direct lenders that took a lead role in financing software companies in recent years now look dangerously exposed to AI’s impact, stirring comparisons to the 2008 financial crisis.

“What is new: a clearer catalyst,” the UBS strategists said. “Rapid, severe AI disruption.”

Source: Bloomberg

[winston]

As private credit worries rattle investors, mind the risks in the markets

Price rises need to be anchored by fundamentals. So now might be the time for investors to exercise some caution

by Lee Su Shyan

Jamie Dimon: “My own view is people are getting a little comfortable that this is real – these high asset prices and high volumes – and that we won’t have any problems. There will be a cycle one day … I don’t know what confluence of events will cause that cycle. My anxiety is high over it. I’m not assuaged by the fact that asset prices are high. In fact, I think that adds to the risk.”

Blue Owl halted redemptions on one of its funds, and started selling assets. Fortunately for itself, it managed to fetch close to par for US$1.4 billion in these lending investments.

On Tuesday, another private credit fund, New Mountain, sold US$477 million in assets at 94 cents on the dollar.

Source: Business Times

https://www.businesstimes.com.sg/opinio ... ks-markets

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Find out about the liquidity trap in private equity funds now!

'26.03.11【豐富│東南西北龍鳳配】Pt.3 趕快弄清楚私募基金流動陷阱！

https://m.youtube.com/watch?v=IWQmSkzGg5s