Stuart Rae

Sep 4, 2024 | advisorperspectives.com | John Lin |Stuart Rae

Chinese companies are being encouraged to return cash to shareholders—and are finding good reasons to do so. This marks a big shift for the market and could unlock attractive return potential for equity investors who become familiar with the forces that are driving increased dividend payouts. The evolution of China’s equity market is in full swing. Regulators are encouraging companies to focus on shareholder returns.

Aug 26, 2024 | irei.com | Stuart Rae

Many global equity investors have historically held limited positions in Middle Eastern countries, which barely registered in emerging market benchmarks. But new investment opportunities are drawing attention as transformation of the region accelerates. Since the global pandemic ended, rising oil prices have flooded the Middle East with cash. From a low of less than $20 per barrel in 2020 to a peak of more than $120 per barrel in 2022, oil revenues have boomed.

Jul 13, 2024 | advisorperspectives.com | Stuart Rae

There’s more to artificial intelligence (AI) than the US tech giants. Equity investors can find overlooked opportunities in emerging-market companies. Historically known for low-cost manufacturing, emerging markets have rapidly shifted focus to become active participants—and in some cases leaders—in the global technology revolution.

May 25, 2024 | advisorperspectives.com | Stuart Rae

Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look. Many global equity investors have historically held limited positions in Middle Eastern countries, which barely registered in emerging market (EM) benchmarks. But new investment opportunities are drawing attention as transformation of the region accelerates. Since the global pandemic ended, rising oil prices have flooded the Middle East with cash.