Dr. Mary Manning

Mary is the Portfolio Manager of Ellerston Asian Investments (ASX: EAI). She started her career as an investment banker with Citigroup in New York, London and Moscow, has a PhD in Economics from the University of Sydney, and an MBA from Harvard

Expertise

Investing in Asia in FY19: 5 Key Considerations

Dr. Mary Manning

Asian markets performed well in the last year. The MSCI Asia ex-Japan Index (AUD) is up 14% in FY18, outperforming the ASX 200 by approximately 5%. Looking forward to FY19, there are 5 critical questions that will determine the path of equity markets in Asia: Show More

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Is Peace on the Korean Peninsula Really a Possibility?

Dr. Mary Manning

2017 was characterized by a marked deterioration in relations between the United States and North Korea. Kim Jong Un launched at least 20 missiles last year with each test showing improved range and technical capabilities. In response, the UN Security Council unanimously adopted US-drafted economic sanctions against North Korea and... Show More

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China: What to Expect in the Year of the Dog

Dr. Mary Manning

China has finished the Year of the Rooster on a strong note. The Hang Seng China Enterprise Index (HSCEI) was one of the best performing markets in the world in January up over 15%. The Hang Seng Index also performed strongly up 10%. While the global market volatility in early... Show More

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Outlook 2018: Stars align for Asian markets

Dr. Mary Manning

Asian markets have had a very strong year, up 29% year to date in 2017 (in AUD terms). This performance has been driven by a combination of strong earnings growth and moderate multiple expansion. Outstanding market performance in China and India and strong sector performance in the Asian mega-cap technology... Show More

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All roads lead to Asia in 2018

Dr. Mary Manning

Asia is the fastest growing region in the world, with average GDP growth of 2 to 3 times that of Australia and other developed countries. Despite compelling growth and valuations, it is difficult for Australian investors to access Asian markets directly. Ellerston Asian Investments (ASX:EAI) offers an easy and efficient... Show More

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China: What we’ve learned from the 19th Party Congress so far

Dr. Mary Manning

Earlier this week, the 19th National Congress of the Communist Party began in China and kicked off with a marathon speech by President Xi. The speech, which ran for almost 3 and a half hours, showcased Xi’s accomplishments in the last 5 years and outlined a sweeping vision for the... Show More

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There is No Such Thing as the “Asian Consumer”

Dr. Mary Manning

The concept of the “Asian Consumer” has captured the attention of many investors. However, talking about the Asian Consumer as a homogenous group is misleading. A closer look at demographics, household income, urbanization, gender purchasing power and channel shift, shows that there are at least 10 different consumer groups within... Show More

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Is North Korea an Investment Risk?

Dr. Mary Manning

Korea is the epicentre of escalating geopolitical tensions between the US, China and North Korea yet the KOSPI Index is near all-time highs. EAI analyst Eric Fong recently visited Seoul and the Demilitarized Zone (DMZ). The cosmetics and travel sectors remain poor risk/reward while the technology sector continues to offer... Show More

What Will a Trump Presidency Mean for Asia?

Dr. Mary Manning

As the inauguration of President Trump approaches, it is important for investors in Asia to have a view on what his Presidency will mean for the region. We break the issues down into three main categories: trade policy, currency implications and foreign policy. Show More

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Demonetisation in India

Dr. Mary Manning

While the world was watching the outcome of the US Presidential election, a momentous policy change was announced in India. On November 8th, the Modi government announced that all 500 and 1,000 rupee notes would no longer be legal tender. Existing notes must be exchanged at a bank for new... Show More

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