Wilson Asset Mgmt's Zinurova on Australia's PE Outlook

The video discusses the impact of tightening liquidity conditions and Federal Reserve actions on global markets, with a focus on private equity trends in Australia. It highlights the record levels of dry powder in Australian private equity and the conservative use of debt. The video identifies undervalued sectors post-pandemic, such as travel and leisure, and emphasizes growth opportunities in technology, healthcare, and climate change. It concludes with an analysis of Australia's strong macroeconomic fundamentals, low inflation, and stable interest rates.

What role does 'dry powder' play in the current state of private equity in Australia?

What are the implications of the Federal Reserve's rate liftoff on the Australian economy?

How is the Australian government managing fiscal policy in relation to inflation and economic growth?