In Good Company with Nicolai Tangen Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust
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Sep 24, 2025 Dilhan Pillay, CEO of Temasek, leads Singapore's influential investment firm with a long-term focus. He discusses how Temasek balances financial returns with social impact and explores the importance of governance and operational independence from the government. Dilhan emphasizes navigating geopolitical challenges and the integration of AI into their strategies. He shares insights on relationship-driven investing and highlights Singapore's success built on integrity and meritocracy, providing personal advice for lifelong learning.
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Engage Broadly Instead Of Predicting
- You cannot reliably predict markets; instead engage globally, build scenario planning, and strengthen organizational capabilities like geopolitical analysis.
- Temasek built a DC office and expanded portfolio strategy and risk tools since 2017 to manage uncertainty.
Tariffs Recast Supply-Chain Resilience
- Tariffs and US-China competition force re-evaluation of supply-chain resilience and trade, affecting intermediate goods and production costs.
- Resilience now means recalibrating 'China plus one' choices and geographic positioning relative to tariffs.
Pursue Pragmatic Energy Transition
- Treat sustainable living as an energy and transition problem with near-, medium-, and long-term actions like blended fuels and managed coal phase-out.
- Invest across technologies including LNG, nuclear fission and fusion, and grid/battery infrastructure for a pragmatic net-zero path.