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New anti-trust legislation in China
Carnegie Asia

New anti-trust legislation in China

Asian stock markets continued to rise in December in local currency. But a steep weakening of the dollar by 3.7 percent meant that performance in SEK terms was somewhat negative....

Gunnar Påhlson 7 January 2021
Asia rides the seventh wave
Carnegie Asia

Asia rides the seventh wave

The Asian markets were strong in November. Carnegie Asia rose 4.4 percent. Anyone who sails knows the seventh wave at sea is always the biggest. Both economies and stock markets...

Gunnar Påhlson 30 November 2020
Events in the US continue to impact China
Carnegie Asia

Events in the US continue to impact China

Asian markets continued to gain in October. Carnegie Asia rose 0.7 percent. Much of the month’s focus was on developments ahead of the US presidential election, which at the time...

Gunnar Påhlson 5 November 2020
Digital business models have benefited
Carnegie Asia

Digital business models have benefited

Asian markets fell back this month after a strong rise in August. Carnegie Asia nonetheless rose 1.4 percent thanks to better exchange rates. The summer gains in Asian markets were...

Gunnar Påhlson 7 October 2020
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