Tuesday, July 20, 2010

What's Up with the Carlyle Group and Global Healthcare?

PEU-Report points out that, just in the last few days Carlyle has bought Qualicorp, a Brazilian health insurance company. And Carlyle in partnership with TPG bought Healthscope, a for-profit hospital company in Australia.

Comments PEU:
Carlyle's incredible growth the last decade coincided with a shrinking U.S. middle class. The private equity underwriter (PEU) expects 30% returns.
Unless you are on the inside, I do not see global healthcare as the place to be. Does Carlyle really think its insider connections are so strong that it can influence governments globally on how  healthcare treatments will come down? What exactly is Papa Bush telling Caryle co-founder David Rubinstein?

1 comment:

  1. This could be a demographic play as the population is growing older and living longer. Human nature to avoid pain but live longer drives the demand for "healthcare." Government's involvement is as much a reponse to this trend as it is a driver for reduced supply and higher prices. A potential "perfect storm" for investors.