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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
China’s economy on track
Carnegie Asia

China’s economy on track

Asia continued its upward journey without any major problems in April. Carnegie Asia rose by 4.2 percent. The market mood is one of general global optimism. The stock market is...

Gunnar Påhlson 6 May 2019
Risk appetite expected to rise in Asia
Carnegie Asia

Risk appetite expected to rise in Asia

Asian markets continued upward in March. Carnegie Asia rose 2.8 % and is up 13.0% so far this year. Three important factors governed performance and risk appetite this month. The...

Gunnar Påhlson 4 April 2019
Thorny issues remain between US and China – despite progress
Carnegie Asia

Thorny issues remain between US and China – despite progress

Asian markets continued to rise steadily in February, and Carnegie Asia rose 2.5 %. Chinese stock markets have risen sharply this year despite weaker performance by the Chinese economy in...

Gunnar Påhlson 5 March 2019
Expect Chinese stimulus
Carnegie Asia

Expect Chinese stimulus

Asian markets began the new year with a strong recovery from oversold levels. Carnegie Asia increased in value by 7.3 percent. Stock exchanges in Asia closed last year at a...

Gunnar Påhlson 4 February 2019
Unpredictable Trump troubles the market
Carnegie Asia

Unpredictable Trump troubles the market

Asian markets corrected again in December. Carnegie Asia fell 3.9 percent. The month experienced nervous and very volatile movements. Risk appetite ebbed and the market kept a tense and interested...

Gunnar Påhlson 7 January 2019
Clouds are lifting in Asia
Carnegie Asia

Clouds are lifting in Asia

Asian markets recovered in November after two really tough months of negative returns. The Carnegie Asia fund rose 3.6 %. Asian stock exchanges were already oversold, and valuations were a...

Gunnar Påhlson 5 December 2018
How can Asia be turned around?
Carnegie Asia

How can Asia be turned around?

Asian markets continued to fall sharply in October, and Carnegie Asia was down 5,0%. Asian stocks are no longer alone, and the New York market also fell sharply on higher...

Gunnar Påhlson 5 November 2018
Anything but a normal business cycle
Carnegie Asia

Anything but a normal business cycle

The Asian markets fell on a broad front in September. The perfect storm we saw on the horizon in our June report now seems to have hit us full force....

Gunnar Påhlson 1 October 2018
Action to support Chinese consumption
Carnegie Asia

Action to support Chinese consumption

Asian markets improved in August and Carnegie Asia rose 2 percent. In fact, the upswing is largely a currency effect as the dollar strengthened sharply against the krona. Local stock...

Gunnar Påhlson 6 September 2018
Awaiting the impact of a trade war
Carnegie Asia

Awaiting the impact of a trade war

Asian markets were weak in June.The short-term stock market trend was, as usual, governed by Donald Trump’s latest Tweets. The war of words between China and the United States over...

Gunnar Påhlson 6 August 2018
A perfect storm
Carnegie Asia

A perfect storm

Asian markets were weak in June and Carnegie Asia fell 5.1%. The outlook for Asian markets may well worsen in the near term. A perfect storm is brewing. Since the...

Gunnar Påhlson 4 July 2018
Demand for computers benefits Samsung
Carnegie Asia

Demand for computers benefits Samsung

Carnegie Asia fell slightly, by 0.98% in May. I have been travelling in Asia in recent weeks. In Thailand I met with Airport of Thailand and Central Plaza Hotel. Both...

Gunnar Påhlson 12 June 2018