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Investors find shares and risk in Asia
Carnegie Asia

Investors find shares and risk in Asia

Asian markets performed very strongly in February. The Carnegie Asia fund also had a positive month and rose 4.1 percent. US economic growth will strengthen as Donald Trump’s stimulus and...

Gunnar Påhlson 1 March 2017
Carnegie Emerging Markets has closed
Carnegie Asia

Carnegie Emerging Markets has closed

The Carnegie Emerging Markets equity fund has been closed. If you were previously a holder of units in the Carnegie Emerging Markets fund, you have instead become a holder in...

Erik Amcoff 3 February 2017
Trump should review US liabilities
Carnegie Asia

Trump should review US liabilities

Asian markets began the year with a strong recovery from oversold levels. The Carnegie Asia fund rose 3.6 percent. The news was dominated by Donald Trump and debate about the various...

Gunnar Påhlson 3 February 2017
Substantial change in circumstances
Carnegie Asia

Substantial change in circumstances

The prospects for Asia have in many ways been turned upside down recently. The outlook for inflation, higher US interest rates, a stronger dollar and the risk of protectionism and...

Gunnar Påhlson 3 January 2017
Southeast Asia hardest hit
Carnegie Asia

Southeast Asia hardest hit

November was an eventful month for Asian markets, but with weak performance. The Carnegie Asia fund fell 3.9 percent. The US election caused long bond yields to rise. US President...

Gunnar Påhlson 5 December 2016
China wants a weaker yuan
Carnegie Asia

China wants a weaker yuan

Asian markets continued their positive trend in September, albeit at a more moderate pace. The Carnegie Asia fund rose 0.2 percent. Asian stocks are still very sensitive to the price...

Gunnar Påhlson 24 October 2016
More China in the fund
Carnegie Asia

More China in the fund

Asian markets rose again in August, but at a slower pace. Carnegie Asia rose 1.6 percent. Gunnar Påhlson, who manages the fund, sums up the past month. There was something...

Gunnar Påhlson 7 September 2016
The growth is Asian
Carnegie Asia

The growth is Asian

Asian markets remained strong in July, and several of Carnegie Asia’s companies reported very good results. This brought about positive performance by the fund, which rose by 6.2 percent. Stronger...

Gunnar Påhlson 3 August 2016
Asia emerges stronger from the crisis
Carnegie Asia

Asia emerges stronger from the crisis

Despite Brexit, the rising dollar and falling oil prices, Asian markets were strong in June. The Carnegie Asia fund rose by 7.2 percent. June was an eventful month. The British...

Gunnar Påhlson 3 July 2016