CF Insights: Carnegie Asia
China’s common prosperity initiative
One threat to future growth is that China’s population is now shrinking, for the first time in forty years. China is approaching a Japan scenario, with an increasing proportion of...
China blocks foreign capital
With the exception of India, Asian markets were very weak in July. Chinese companies, especially those listed on Nasdaq, but also those in Hong Kong, fell steeply. Today’s China is...
The conclusion is that the Chinese government needs to strengthen its grip on power
The Asian markets were up in June. Worry about inflation resulting from global central bank support has been a recurring theme this spring. The recent message from the US Fed...
My life as a Fed watcher
Asian markets spent May treading water. It was almost like swimming against the tide. Companies are earning money and making an effort, but not getting anywhere. Local investors can be...
The portfolio companies benefitting from transition
Asian markets fell back in April. Carnegie Asia fell 1.2 percent. We have previously written about attractive investment themes in Asia. Several of these are driven by a global need...
Tighter regulation of fintechs
March is often a weak month in Asia as a result of the stock market accelerating too fast ahead of the Chinese New Year, which occurs in February. This was...
What is the right price to pay for this growth?
The positive stock market trend for Asia continued in February, at least until the Chinese New Year in the middle of the month. At most, the stock market was up...
Eco-friendly trends, but at what price?
Money is free and the stock market is surging. Carnegie Asia peaked up 12 percent in January before the month closed at a gain of 6.1 percent. The clearest sign...
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...