Stuart Rae

Chief Investment Officer—Emerging Markets Value Equities and Asia-Pacific Value Equities

24 Years at AB

30 Years of experience

Stuart Rae is Chief Investment Officer of Asia-Pacific Value Equities, a position he has held since 2006, and Chief Investment Officer of Emerging Markets Value Equities since 2023. He is also a long-standing Portfolio Manager for China Equities. Previously, Rae was CIO of Australian Value Equities from 2003 to 2006. He 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, Hong Kong in 2006 and Melbourne in 2021. Before that, Rae was a management consultant with McKinsey for six years in Australia and the UK. He holds a BSc (Hons) in physics from Monash University, Australia, and a DPhil in physics from the University of Oxford, where he studied as a Rhodes Scholar. Location: Melbourne

February 14, 2019

No more ‘Wild East’: China’s Stock Market Is Growing Up Fast

by John Lin, Stuart Rae

The Chinese stock market is changing at breathtaking speed and is on track to reach maturity faster than any other in history. Global investors have been reluctant to dive in, but there are good reasons to get acquainted with the companies serving the world’s second-largest economy.

China, Emerging Markets, Equities

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November 27, 2018

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

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August 08, 2018

EM Stocks in the Time of Trade Tantrums

by Stuart Rae

Trade war’s becoming a bigger source of concern amongst investors, particularly in emerging markets, because a lot of those economies are very trade dependent. But there’s a difference between the first-order effects, the categories that are actually under trade restriction or trade tariffs now, and what might be happening in future.

Emerging Markets, Equities

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March 22, 2018

Can Investors Make Money in a US–China Trade War?

by Stuart Rae, John Lin

President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets. Investors should begin to study which types of industries, countries and companies could win or lose if an all-out trade war erupts.

China, Economics, Emerging Markets, Equities

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November 19, 2017

Emerging Markets: Looking Beyond Trade Wars

by Stuart Rae

Despite talk of trade wars, emerging markets have gained better economic health over the past 18 months, with better export diversification as well as domestic consumption opportunities.

Equities

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January 16, 2017

Trump and Asia: Now the Good News

by Stuart Rae, Rajeev Eyunni

With Donald Trump about to be sworn in as US president, markets in Asia are nervous about some of his policies, especially on trade. Investors who are alert to these policies’ likely limitations could find attractive opportunities.

Emerging Markets, Equities, Policy & Regulation

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June 12, 2016

Get Ready for an “All China” Equity Market

by Stuart Rae, John Lin, Liang Zhu

China’s fragmented equity markets have always created confusion for investors. As MSCI prepares to make a landmark decision on Chinese equities, we think it’s a good time to get ready for a new “All China” opportunity.

China, Emerging Markets, Equities

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November 23, 2015

Understanding the Two Chinas

by Stuart Rae

Our view that China may be heading for a mild cyclical upswing next year needs to be set against the background of the broader economy, which is changing rapidly. We think that it makes sense to view the economy as consisting of two parts: old and new.

China, Economics, Emerging Markets, Fixed Income

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September 22, 2015

Property Shines a Light in China’s Gloom

by Stuart Rae, John Lin

China’s economy has been slowing since 2007 and is expected to slow further. But we believe that it’s now possible to identify the beginning of trends that, in time, could ease China’s decline and help its growth to stabilize.

China, Economics, Emerging Markets, Fixed Income

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September 17, 2015

Are “Chinese Whispers” Distorting Your View?

by Stuart Rae, John Lin

Renewed anxiety about China’s economic performance appears to be at odds with the fact that the country’s growth has been declining for years. How much of the recent nervousness is based on an outdated view of China’s policy direction?

China, Economics, Emerging Markets, Fixed Income

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July 09, 2015

China Has Tools to Manage Stock Sell-Off

by Stuart Rae

Chinese equities are undergoing a sharp correction, and the volatility could last for some time. But we think policymakers have both the tools and the resolve to support the broader Chinese economy.

China, Economics, Emerging Markets, Equities

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January 21, 2015

Connecting to China’s New Equity Plays

by Stuart Rae, John Lin

Despite a slow start following its launch in November, the Shanghai-Hong Kong Stock Connect share trading scheme has significantly increased foreign access to China equities and created new investment opportunities. Two subsectors are particularly noteworthy for global investors.

Emerging Markets, Equities

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November 06, 2014

Time to Rethink China’s Equity Markets

by Stuart Rae

Plans for a new Shanghai-Hong Kong trading system are among three developments that we expect will give a boost to China’s equity markets in the medium to long term. So despite concern about the economic outlook, now could be the time to begin rethinking China from an investment perspective.

Emerging Markets, Equities

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Stuart Rae

by John Lin, Stuart Rae

China, Emerging Markets, Equities

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by John Lin, Stuart Rae

China, Emerging Markets, Equities, Policy & Regulation

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by Stuart Rae

Emerging Markets, Equities

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by Stuart Rae, John Lin

China, Economics, Emerging Markets, Equities

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by Stuart Rae

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by Stuart Rae, Rajeev Eyunni

Emerging Markets, Equities, Policy & Regulation

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by Stuart Rae, John Lin, Liang Zhu

China, Emerging Markets, Equities

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by Stuart Rae

China, Economics, Emerging Markets, Fixed Income

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by Stuart Rae, John Lin

China, Economics, Emerging Markets, Fixed Income

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by Stuart Rae, John Lin

China, Economics, Emerging Markets, Fixed Income

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by Stuart Rae

China, Economics, Emerging Markets, Equities

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by Stuart Rae, John Lin

Emerging Markets, Equities

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by Stuart Rae

Emerging Markets, Equities

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