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The US and China are at war
Carnegie Asia

The US and China are at war

Although China demonstrated its strength by launching missiles in the South China Sea this week, this is not a military conflict but a trade war and a rhetorical war in...

Gunnar Påhlson 2 September 2020
Largest holding excels
Carnegie Asia

Largest holding excels

A weaker dollar, an escalation of US-China trade rhetoric and a runaway virus in the US led to a sideways July trend in Asian markets. The value of Carnegie Asia...

Gunnar Påhlson 3 August 2020
Central banks are printing money and equity markets are rising
Carnegie Asia

Central banks are printing money and equity markets are rising

“Don’t fight the Fed,” is the usual expression. Asian markets were strong in June. Carnegie Asia rose 8.2 percent, taking the decline for the first half of the year to...

Gunnar Påhlson 3 July 2020
The world continues to watch China and Hong Kong
Carnegie Asia

The world continues to watch China and Hong Kong

Asian markets were somewhat weaker in May, but did not fall as much in local currency. Almost the entire downturn consists of a 4.0 percent weakening of the dollar against...

Gunnar Påhlson 8 June 2020
China 95 percent normal
Carnegie Asia

China 95 percent normal

Asian markets recovered in April, following a record fall in March. Carnegie Asia rose 4.8 percent this month. All in all, China’s strategy for limiting the spread of the virus...

Gunnar Påhlson 6 May 2020
Trade war – A gentle breeze compared to Covid-19
Carnegie Asia

Trade war – A gentle breeze compared to Covid-19

After two months of lockdown, China now has limited numbers of new coronavirus infections. Japan and South Korea are well on track, and Taiwan, Hong Kong and Singapore are not...

Gunnar Påhlson 2 April 2020
Expect more Chinese support
Carnegie Asia

Expect more Chinese support

Carnegie Asia fell 1.3 % this month. By now, it is no surprise to anyone that the spread of the coronavirus has completely dominated news reporting and the stock market...

Gunnar Påhlson 9 March 2020
Expect Chinese stimulus
Carnegie Asia

Expect Chinese stimulus

Asian stock exchanges were weak in January. Carnegie Asia fell 1.6 % this month. Wuhan, China Asia’s stock exchanges began the year with rising prices after China provided economic stimulus...

Gunnar Påhlson 5 February 2020
Chinese phone maker Xiaomi joins the portfolio
Carnegie Asia

Chinese phone maker Xiaomi joins the portfolio

Asian stock exchanges saw a strong end to the year. Carnegie Asia rose 3.4 percent in December. Over the full year the fund rose 21.2 percent, and given the starting...

Gunnar Påhlson 8 January 2020
Discussion of ESG-labelled cobalt for Tesla
Carnegie Asia

Discussion of ESG-labelled cobalt for Tesla

Carnegie Asia fell 0,3 procent. I travelled to Asia in November to visit both new and old companies. This time I visited China, Indonesia and Vietnam, and met with twenty-seven...

Gunnar Påhlson 5 December 2019
Improved US-China harmony
Carnegie Asia

Improved US-China harmony

Asian stock exchanges were up in October. Carnegie Asia rose 1.9 %. Central banks continue to inject new liquidity into the markets. This means greater risk appetite and a macro...

Gunnar Påhlson 4 November 2019
Three new Asian holdings
Carnegie Asia

Three new Asian holdings

Asian stock markets performed positively in September. Carnegie Asia rose 2.7 percent. It is becoming increasingly clear that global economic activity continues to weaken. Statistics in the US, Europe and...

Gunnar Påhlson 7 October 2019
Values – Carnegie Fonder’s Sustainability Report

Values – Carnegie Fonder’s Sustainability Report

Focus is increasingly on sustainability. The concerns are rarely new to Carnegie Fonder because it has always been important to us to invest in companies for the long term and...

Hans Hedström 1 October 2019
The trade war feels most like a game of call my bluff
Carnegie Asia

The trade war feels most like a game of call my bluff

Asian stock markets were weak in August. Carnegie Asia fell 3.0 percent. The news this month was dominated by five events, all negative. Democracy demonstrations in Hong Kong escalated. The...

Gunnar Påhlson 4 September 2019