CDPQ's Leong On Investment Opportunities In APAC

The video discusses the current stance of central banks in Asia, highlighting the potential end of tightening policies and their dependency on the Federal Reserve. It explores investment strategies in Asia, focusing on long-term opportunities in India and China. The discussion shifts to pension fund strategies amid market volatility and the banking crisis, emphasizing a medium to long-term investment approach. The video also covers fixed income positioning, private credit opportunities, and investments in real assets and infrastructure to counter inflation. Finally, it examines China's economic outlook and investment strategies in the region.

What is the significance of private credit in the speaker's investment portfolio?

What are the expected GDP growth rates for China as mentioned in the text?

What challenges does the speaker foresee for sustaining China's GDP growth in the medium term?