Mary Manning

As a region, Asia represents one of the best long term structural growth stories in the world. I recently published a comprehensive article outlining our views on the outlook for Asian markets. Following a positive start to 2019 for Asian markets I've highlighted a few of the key points below: Show More

Mary Manning

Asian markets have begun trading again after the Chinese New Year break. Last year was a difficult year for Asia but the outlook for the Year of the Pig is decidedly different. The US Fed is becoming increasingly dovish, the US Sino trade war is de-escalating, China may announce monetary... Show More

Mary Manning

Asia is the best structural growth story in the world driven by strong demographics, a rising middle class, infrastructure build and technological leapfrogging. We believe that the combination of high growth and reasonable prices offer a compelling opportunity. Show More

Investment Theme

The performance of Shanghai Composite Index is lagging the US market by a massive 30% so far this year. Mary Manning says this divergence is extreme when compared to the ‘economic reality’ of the trade tariffs. She describes two scenarios both of which she believes would provide a positive catalyst... Show More

Fredy Hoh

Asia is the most technology-heavy region in the world. Technology companies currently make up ~32% of the MSCI Asia ex-Japan Index compared to only 26% of the S&P500 and 3% of the ASX200. At Ellerston Asia, we break technology into 3 different sub-sectors: mega-cap technology stocks known by the acronym... Show More