The fund blog: 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....
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...