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China’s common prosperity initiative
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...

Gunnar Påhlson 3 September 2021
China blocks foreign capital
Carnegie Asia

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...

Gunnar Påhlson 5 August 2021
The conclusion is that the Chinese government needs to strengthen its grip on power
Carnegie Asia

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...

Gunnar Påhlson 6 July 2021
My life as a Fed watcher
Carnegie Asia

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...

Gunnar Påhlson 4 June 2021
The portfolio companies benefitting from transition
Carnegie Asia

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...

Gunnar Påhlson 7 May 2021
Tighter regulation of fintechs
Carnegie Asia

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...

Gunnar Påhlson 7 April 2021
What is the right price to pay for this growth?
Carnegie Asia

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...

Gunnar Påhlson 3 March 2021
Eco-friendly trends, but at what price?
Carnegie Asia

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...

Gunnar Påhlson 3 February 2021
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