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 speaker's perspective on the real estate market in Australia?

What challenges does New Zealand face regarding housing, as mentioned by the speaker?