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About Mark Tinker

About Mark Tinker

Mark Tinker is chief investment officer and managing director of Toscafund HK Limited, part of Toscafund Asset Management LLP, a London-based specialist asset management and investment firm with around US$5bn in assets. He is also the founder of Market Thinking Limited. Market Thinking is rooted in behavioural finance and believes that understanding the different dynamics of short-term traders, medium-term asset allocators and long-term investors is the key to understanding financial market behaviour, and thus investment risks and opportunities. Mark has over 35 years’ experience as an investor, market strategist and economist. Having spent more than 20 years as a sell side strategist, and being top rated on numerous occasions and surveys, he moved to investment management in 2006 to run global equity portfolios in London and subsequently moved to Hong Kong in 2013 to help establish an investment management business for a top 20 international asset manager. He first started writing investment weeklies for his employers in 1989, developing a style characterised under the title Market Thinking, and has been a regular commentator and presenter on CNBC, Bloomberg and other business channels.

The Fund Manager

ESG: Made in China?

ESG: Made in China?

As investors start looking forward to a new US President next year, they are trying to assess likely policies. Trump and his MAGA campaign have been reasonably explicit, while...

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The Fund Manager

China’s property boom

China’s property boom

To be clear, and to contradict the popular narrative in the West, China does not have a property crisis.Rather, it has deliberately engineered a collapse of the property...

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Golden Oldie

Let’s chat about AI

Let’s chat about AI

Originally published July 2023. The professional classes are currently, and rightly, obsessing about the impact that AI will have on the service sector as ChatGPT gets...

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Golden Oldie

New Normal

New Normal

Originally published May 2023. Emergence of new currency blocs will change everything There is a growing feeling that the economies of the west are going through some form of...

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