Buying Non-Performing Loans in Southeast Asia, Arena Management Says

The video discusses investment opportunities in Southeast Asia, focusing on non-performing loans and real estate lending in Indonesia and the Philippines. It also covers the challenges in China and India regarding credit pricing and NPL volumes. The discussion extends to Hong Kong, analyzing risks post-protests and potential in real estate. Finally, it explores real estate lending in Australia and New Zealand, highlighting housing shortages and structured finance opportunities.

What is the primary focus of investment in Southeast Asia according to the transcript?

• Corporate bonds

• Non-performing loans

• Equity markets

• Cryptocurrency

Which two countries are mentioned as having challenges with credit pricing?

• Hong Kong and Singapore

• Australia and New Zealand

• China and India

• Indonesia and the Philippines

What type of loans are being considered in Hong Kong post-protests?

• Short-term bridge loans

• Automobile loans

• Student loans

• Unsecured personal loans

What is a significant issue in the New Zealand real estate market?

• High interest rates

• Lack of foreign investment

• Housing shortage

• Excessive government regulation

What is the focus of banks in Australia according to the transcript?

• Cryptocurrency

• Residential mortgage lending

• Corporate bonds

• Venture capital