Trump’s Flip Flops a Reason to Focus on Domestic Demand

Ellerston Asia Portfolio Manager, Mary Manning, joined Juliette Saly and Kathleen Hays on Daybreak Asia to talk all things Trump and Trade War. She explains why her current strategy is focused on domestic demand economies and stocks and goes on to discuss whether a return to QE is possible for the U.S.

Listen in here: https://link.bloomberg.fm/BLM9890749626

Running time 08:24

AUTHOR
Mary Manning

Mary is a member of the investment team and is a Portfolio Manager for Ellerston’s listed investment company, Ellerston Asian Investments Ltd. Mary has over 17 years investment management expertise and joined Ellerston in 2012. Mary first worked in Asia in 1997 and has been investing in the region since 2001. Prior to joining Ellerston Capital, Mary worked at Oaktree Capital in New York and Singapore. In Singapore, she was the sole person responsible for financial sector investments for the firm’s Global Emerging Markets Hedge Fund.

Mary also worked as an investment analyst at Soros Fund Management in New York, the investment vehicle of George Soros. She focussed on investments in the financial sector in the US, Asia, including Japan and Europe.

Mary has a PhD in Economics from the University of Sydney, an MBA from Harvard Business School and a Bachelor of Commerce degree from the University Of Calgary, Canada.

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