Stuart Rae

Stuart Rae

Chief Investment Officer—Asia-Pacific Value Equities

19 Years at AB
25 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

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.

Emerging Markets, Equities, Policy & Regulation, Trade Wars


Likes 0
SHARE
Bookmarks
EM Stocks in the Time of Trade Tantrums
Can Investors Make Money in a US–China Trade War?
Emerging Markets: Looking Beyond Trade Wars
Trump and Asia: Now the Good News
Get Ready for an “All China” Equity Market
Understanding the Two Chinas
Property Shines a Light in China’s Gloom
Are “Chinese Whispers” Distorting Your View?
China Has Tools to Manage Stock Sell-Off
Connecting to China’s New Equity Plays

The content on this page may include link(s) that will take you out of our website. This is provided for your information and convenience. We are not responsible for the content of any third party's website, including the website(s) you may link to. We are not affiliated with any other website and do not endorse any information contained on any third party's website.

Back to a top