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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
Another perfect storm in Asia
Carnegie Asia

Another perfect storm in Asia

Asia as a whole traded sideways this month. Hopes that China and the US would resume talks on their trade conflict initially led the Chinese and Hong Kong stock exchanges...

Gunnar Påhlson 8 August 2019
Better Asia sentiment on the horizon?
Carnegie Asia

Better Asia sentiment on the horizon?

Asian markets recovered in June, and Carnegie Asia rose 3.3 %. So far this year, the fund has increased in value by 13.7%. Chinese companies appear to be more attractively...

Gunnar Påhlson 2 July 2019
Will Samsung gain from the trade war?
Carnegie Asia

Will Samsung gain from the trade war?

Asian markets corrected in May, following the previous month’s feast. Carnegie Asia fell 6.8 %. Asian markets were sold off this month, following strong springtime performance. A breakdown in trade...

Gunnar Påhlson 7 June 2019