- 15% of Carlyle's workforce is in China.
- He thinks foreign private equity investors have an advantage in China over corporations looking to make acquisitions because private equity is temporary (a corporation makes a permanent acquisition) ownership of Chinese assets which is less threatening to the Chinese government.
- He thinks prices of European assets have been beaten down so much that he calls it "the largest emerging market in the world."
- Carlyle has been buying assets from European banks that need to raise capital.
- He thinks the European crisis has largely subsided, but expectations are very low.
- The energy industry is a great area for Carlyle to invest in right now.
