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Ambitious reforms, but negative effects
Carnegie Indienfond

Ambitious reforms, but negative effects

The Indian market was hesitant in June, and fell back. Carnegie Indienfond fell 2.0 % and is up so far this year by 10.4 %. India is showing clear signs...

Gunnar Påhlson 2 July 2019
Economic growth is challenging for India
Carnegie Indienfond

Economic growth is challenging for India

The Indian market was up in May. Carnegie Indienfond rose 1.0 %, giving it a gain of 12.6 % year to date. Asian markets were sold off this month, following...

Gunnar Påhlson 7 June 2019
Strong Indian reports
Carnegie Indienfond

Strong Indian reports

The Indian market was cautious and traded sideways during April. Carnegie Indienfond rose 2.1 percent thanks to the rupee strengthening against the krona. We are in the midst of the...

Gunnar Påhlson 6 May 2019
Strong Indian banks
Carnegie Indienfond

Strong Indian banks

Carnegie Indienfond rose 8.2 percent in March. Just back from a week in Mumbai, with nineteen company meetings, I can conclude that the financial sector looks most interesting right now....

Gunnar Påhlson 4 April 2019
Can Modi cling to power?
Carnegie Indienfond

Can Modi cling to power?

The Indian market was weak, falling slightly in February. Carnegie Indienfond nonetheless rose 2.05% thanks to the rupee strengthening over 2% against the krona. The Indian economy is still growing...

Gunnar Påhlson 5 March 2019
Four issues holding back India
Carnegie Indienfond

Four issues holding back India

The Indian market began the year with weaker performance. Carnegie Indienfond fell 1.1 %. In the short term, India appears less interesting for global investors than China. Although China’s economy...

Gunnar Påhlson 5 February 2019
Record low inflation paves the way for Indian rate cut
Carnegie Indienfond

Record low inflation paves the way for Indian rate cut

The Indian market stabilised in December. Carnegie Indienfond fell 3.3 percent, mainly because the Indian currency fell in value by 2.5 percent against the krona. The stock market was slightly...

Gunnar Påhlson 7 January 2019
Full speed ahead for the Indian market
Carnegie Indienfond

Full speed ahead for the Indian market

The Indian market made a strong recovery in November. After it reached a new all-time high at the end of August, the stock market fell back 15% in September and...

Gunnar Påhlson 5 December 2018
Profits provide support in a troubled India
Carnegie Indienfond

Profits provide support in a troubled India

The Indian market continued to fall in October. Carnegie Indienfond was down 3,6% this month. The negative news flow from the Indian financial sector continued to weaken the market this...

Gunnar Påhlson 5 November 2018
Precipitous market drop after the all time high
Carnegie Indienfond

Precipitous market drop after the all time high

The Indian market reached an all time high at the end of August, soon followed by a sharp stock exchange correction. The value of the fund went down by 14.7...

Gunnar Påhlson 1 October 2018
Exciting Indian exports
Carnegie Indienfond

Exciting Indian exports

The Indian market was stronger in August and the fund rose 2.4 percent. India’s GDP growth rose to 8.2 percent, which was much higher than expected. This is not unequivocally...

Gunnar Påhlson 6 September 2018
Indian companies defy the macroeconomic noise
Carnegie Indienfond

Indian companies defy the macroeconomic noise

The Indian market was stronger in July. The short-term stock market trend was, as usual over the past 18 months, governed by Donald Trump’s latest Tweets. The war of words...

Gunnar Påhlson 6 August 2018
The pros and cons of the pork barrel
Carnegie Indienfond

The pros and cons of the pork barrel

The Indian market was weak in June and Carnegie Indienfond fell 1.8 percent. India has some advantages over the rest of Asia. With an escalating trade war between the US...

Gunnar Påhlson 5 July 2018
Global data knocks India
Carnegie Indienfond

Global data knocks India

The Indian market fell back in May after a super-strong April. Carnegie Indienfond lost 1.8 percent. Global macroeconomic prospects continue to disadvantage India. Oil prices rose to almost USD 80...

Gunnar Påhlson 7 June 2018