Stuart Rae

Stuart Rae

Chief Investment Officer—Asia-Pacific Value Equities

20 Years at AB
26 Years of experience

Stuart Rae has been Chief Investment Officer of Asia-Pacific Value Equities since 2017. Prior to taking on the additional management responsibility for our Japanese team, he was CIO of Asia-Pacific ex Japan Value Equities from 2006 to 2017, and CIO of Australian Value Equities from 2003 to 2006. Rae joined the firm in 1999 as a research analyst covering the consumer sector, initially working in New York and London before moving to Sydney in 2003 and then Hong Kong in 2006. Previously, he was a management consultant with McKinsey for six years in Australia and the UK. Rae earned a BSc (Hons) in 1987 from Monash University, Australia, and a DPhil in physics in 1991 from the University of Oxford, where he studied as a Rhodes Scholar. Location: Hong Kong

The Trade War Could Be a Blessing in Disguise for China’s Tech Sector
Evaluating the Effects of China’s Pork Crisis
Avoid the Crowds in Chinese Stocks

Avoid the Crowds in Chinese Stocks

by John Lin, Stuart Rae
After MSCI decided today to boost the allocation to Chinese onshore stocks in its emerging-market indices, global investors are likely to pump more money into the market. But watch out for crowds. Flows into China are concentrated in a small group of large-cap stocks.


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