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

No more ‘Wild East’: China’s Stock Market Is Growing Up Fast
Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks
EM Stocks in the Time of Trade Tantrums

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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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

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