Aberdeen Investments’ Isaac Thong on emerging market equities investing
INTERVIEWSERIES
Isaac Thong, Senior Investment Director, Asian Equities, Aberdeen Investments
November 2026
Podcast
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In this exclusive interview, Isaac shares the key principles underpinning his approach to identifying long-term opportunities in emerging market equities. He explores where he sees the most compelling opportunities and market inefficiencies across the EM market-cap spectrum, alongside the structural trends and themes shaping the investment landscape. He also challenges some of the common misconceptions investors hold about emerging markets and explains why risk management is critical in a higher-risk asset class like EM equities.
Watch the full interview where we ask Isaac:
What are the key principles that guide your approach to identifying long-term opportunities across emerging market equities?
Where do you see the most compelling opportunities and inefficiencies across the emerging market equity market-cap spectrum?
What themes and structural trends are you exploring in emerging markets?
What are the biggest misconceptions investors have about emerging markets?
Why does risk management matter even more for investors in a higher-risk asset class like emerging market equities?
Isaac Thong, Senior Investment Director, Asian Equities, Aberdeen Investments
Isaac is a Senior Investment Director in the Asian Equities team at Aberdeen Investments. Isaac joined Aberdeen Investments from JP Morgan where he was Co-Manager of JPMorgan Global Emerging Markets Income Trust PLC and JPMorgan Emerging Markets Income Fund.
Isaac graduated with a Bachelor of Commerce with joint honours in Finance and Economics from McGill University and is a CFA Charterholder.
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