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Large inflow of international capital to India
Carnegie Indienfond

Large inflow of international capital to India

The Indian market continued to trend very strongly in December. Carnegie Indienfond rose 4.6 percent. The market was characterised by increased global optimism following November’s US presidential election. The news...

Gunnar Påhlson 8 January 2021
The market touched another record high
Carnegie Indienfond

The market touched another record high

The Indian market was strong in November, and Carnegie Indienfond rose 5.3 percent. The Indian stock market received record inflows of USD 6 billion in foreign capital in November. A...

Gunnar Påhlson 2 December 2020
Demand driven by need for greater digitalisation
Carnegie Indienfond

Demand driven by need for greater digitalisation

The Indian market rose slightly in October but, due to a weakening of the currency, ended with largely unchanged share prices. Carnegie Indienfond also ended the month unchanged. The focus...

Gunnar Påhlson 6 November 2020
Strong growth in India
Carnegie Indienfond

Strong growth in India

The Indian market saw steep gains in September. Carnegie Indienfond rose 7.0 percent, with a strong rupee accounting for some 4 percent. India has more or less entirely reopened after...

Gunnar Påhlson 5 October 2020
Indian car industry close to full speed
Carnegie Indienfond

Indian car industry close to full speed

The Indian market was strong in August, and Carnegie Indienfond rose 3.3 percent. Despite an undiminished rise in Covid-19 numbers, with around 75,000 new cases daily, the Indian economy is...

Gunnar Påhlson 2 September 2020
A sideways trend
Carnegie Indienfond

A sideways trend

A weaker dollar, an escalation of US-China rhetoric and a runaway virus in the US led to a sideways July trend for the Indian market. Carnegie Indienfond rose by 0.1...

Gunnar Påhlson 3 August 2020
Car sales at half speed
Carnegie Indienfond

Car sales at half speed

The Indian market was strong in June. Carnegie Indienfond rose 6.1% this month. Global risk appetite is returning as a function of economies opening up and central banks printing new...

Gunnar Påhlson 3 July 2020
India was already cooling before lockdown
Carnegie Indienfond

India was already cooling before lockdown

The Indian market fell again in May. Carnegie Indienfond fell 7.4 percent this month, largely due to a weakening of the currency. The Indian rupee fell 4.7 percent against the...

Gunnar Påhlson 4 June 2020
Low valuation – but too early to sound the all-clear
Carnegie Indienfond

Low valuation – but too early to sound the all-clear

India went into lockdown in the last week of March in order to restrict the spread of Covid-19. This was originally intended to last three weeks, but has now been...

Gunnar Påhlson 6 May 2020
Focus on groceries during Indian lockdown
Carnegie Indienfond

Focus on groceries during Indian lockdown

Since its peak on January 17, the Indian stock market has fallen 31%. India has had a number of corrections over the past five years. Narendra Modi’s economic policies have...

Gunnar Påhlson 3 April 2020
The downside to index tracking
Carnegie Indienfond

The downside to index tracking

Carnegie Indienfond fell 4.1 % this month. Around forty cases of coronavirus were registered in India this past week. All appear to have been infected abroad. India already has plenty...

Gunnar Påhlson 9 March 2020
Indian profits impress
Carnegie Indienfond

Indian profits impress

The Indian market outperformed the rest of Asia in January. Carnegie Indienfond rose 2.2% this month. As faithful readers may have noted, it has been difficult to be impressed by...

Gunnar Påhlson 3 February 2020
India is battling headwinds
Carnegie Indienfond

India is battling headwinds

The Indian market underperformed the rest of Asia in December. Carnegie Indienfond fell 0.8 percent. Asian stock exchanges were traded up this month as risk appetite swelled after China and...

Gunnar Påhlson 7 January 2020
Recurring blunders in India
Carnegie Indienfond

Recurring blunders in India

Trends for both corporate investment and private consumption are weaker this year. The government, which previously contributed to growth through investments in infrastructure projects, must now tighten its belt. Excluding...

Gunnar Påhlson 5 December 2019