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

Asian Stocks: Value Appeal Revealed in Coronavirus Recovery
China’s Coronavirus Experience: Lessons for Global Investors
Revisiting China’s Equity Markets as Coronavirus Spreads
Investing in Chinese Stocks After the Trade Truce
Chinese Stocks Poised for Bigger Role on Global Market Stage
Is the Trade War a Blessing in Disguise for China’s Tech Sector?
Evaluating the Effects of China’s Pork Crisis
Avoid the Crowds in Chinese Stocks
No more ‘Wild East’: China’s Stock Market Is Growing Up Fast
Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

by John Lin, Stuart Rae
Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It’s time for the ailing market to take some medicine.

China, Emerging Markets, Equities, Policy & Regulation, Trade Wars


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