Leading asset manager specialising in Eastern Europe and China.

Leading investor in Eastern Europe and China

 
Focus – focusing on Eastern Europe and China

Local presence – more than 1,200 company visits a year

Active management – local market knowledge, in-depth research and fundamental analysis

Long-term – same investment strategy since 1997

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News

  • Croatia votes yes to the EU
    News 2012-01-24

    In a referendum on Sunday, 66% of Croats voted “yes” to joining the EU. This means that Croatia will be a member of the EU from 1 July 2013. Croatia is then the 28th country to join the Union. What does this mean for Croatia as a country to invest in? Read more

  • Croatia votes yes to the EU
    News 2012-01-24

    In a referendum on Sunday, 66% of Croats voted “yes” to joining the EU. This means that Croatia will be a member of the EU from 1 July 2013. Croatia is then the 28th country to join the Union.

  • Happy New Dragon Year!
    News 2012-01-19

    At this very moment, tens of millions of Chinese are travelling all over China to return to their old family homes, lao jia, to celebrate the Chinese New Year. Chinese are estimated to spend 17 percent of their annual spending on gifts for the New Year celebrations, writes Kristina Sandklef. Read more

  • Relief after elections in Taiwan
    News 2012-01-17

    On Saturday, Taiwan re-elected its current president, the Nationalist Party Kuomintang (KMT) leader Ma Ying-Jeou, for yet another period. Most likely both Beijing and Washington DC were relieved that Ma was re-elected, writes Kristina Sandklef. Read more

  • What awaits China in 2012?
    News 2012-01-13

    China will face many challenges during 2012. Kristina Sandklef, macro economist at East Capital, comments on China’s opportunities and obstacles in the coming twelve months. Read more

  • Record turnover for Russian property market
    News 2012-01-13

    The Russian property market is blossoming. Never before has it turned over more than it did in 2011. Foreign buyers are back in the market. Growth is primarily being driven by one factor, which experts estimate will pick up speed in the years to come. Read more

  • Record turnover for Russian property market
    News 2012-01-13

    The Russian property market is blossoming. Never before has it turned over more than it did in 2011. Foreign buyers are back in the market and growth is primarily being driven by faith in the consumer market in the country picking up speed in the years to come.

  • East Capital Financials Fund sells holding in Russian Bank Kedr
    Press release 2012-01-12

    The East Capital Financials Fund has agreed to sell its 18.8% stake in Krasnoyarsk-based Bank Kedr to a Russian leasing company Ekstroleasing, which is part of a Russian financial group. The Fund acquired the shares in November 2006. The agreed terms imply 46.3% cash on cash return including dividend income. The transaction is expected to be completed by end of June 2012.

Archive

  • Enter the Water Dragon
    News 2012-02-03

    On Monday February 6th, the Chinese celebrate the Lantern Festival, which marks the end of the Chinese New Year celebrations. What can we expect from the Year of the Water Dragon? Read more

  • East Capitals China Funds closed 3-10 Februari
    News 2012-02-03

  • Oil price gives support to the Russian economy
    News 2012-01-25

    Despite the economic turmoil, oil prices have remained at historic high levels. During 2011, the average oil price reached an all-time high of USD 111 per barrel, and the outlook for the commodity is even brighter, which is good for Russian. Read more why here

  • Croatia votes yes to the EU
    News 2012-01-24

    In a referendum on Sunday, 66% of Croats voted “yes” to joining the EU. This means that Croatia will be a member of the EU from 1 July 2013. Croatia is then the 28th country to join the Union. What does this mean for Croatia as a country to invest in? Read more

  • Croatia votes yes to the EU
    News 2012-01-24

    In a referendum on Sunday, 66% of Croats voted “yes” to joining the EU. This means that Croatia will be a member of the EU from 1 July 2013. Croatia is then the 28th country to join the Union. What does this mean for Croatia as a country to invest in? Read more

  • Croatia votes yes to the EU
    News 2012-01-24

    In a referendum on Sunday, 66% of Croats voted “yes” to joining the EU. This means that Croatia will be a member of the EU from 1 July 2013. Croatia is then the 28th country to join the Union.

  • Happy New Dragon Year!
    News 2012-01-19

    At this very moment, tens of millions of Chinese are travelling all over China to return to their old family homes, lao jia, to celebrate the Chinese New Year. Chinese are estimated to spend 17 percent of their annual spending on gifts for the New Year celebrations, writes Kristina Sandklef. Read more

  • Relief after elections in Taiwan
    News 2012-01-17

    On Saturday, Taiwan re-elected its current president, the Nationalist Party Kuomintang (KMT) leader Ma Ying-Jeou, for yet another period. Most likely both Beijing and Washington DC were relieved that Ma was re-elected, writes Kristina Sandklef. Read more

  • What awaits China in 2012?
    News 2012-01-13

    China will face many challenges during 2012. Kristina Sandklef, macro economist at East Capital, comments on China’s opportunities and obstacles in the coming twelve months. Read more

  • Record turnover for Russian property market
    News 2012-01-13

    The Russian property market is blossoming. Never before has it turned over more than it did in 2011. Foreign buyers are back in the market. Growth is primarily being driven by one factor, which experts estimate will pick up speed in the years to come. Read more

  • Record turnover for Russian property market
    News 2012-01-13

    The Russian property market is blossoming. Never before has it turned over more than it did in 2011. Foreign buyers are back in the market and growth is primarily being driven by faith in the consumer market in the country picking up speed in the years to come.

  • China paves the way for continued growth
    News 2012-01-11

    China’s economic growth continued on its spectacular 30-year growth trend of over 9% annually last year. East Capital's Portfolio Manager Gustav Rhenman writes about an interesting indicator of China's future competitiveness. Read more

Archive

  • Enter the Water Dragon
    2012-02-03

    On Monday February 6th, the Chinese celebrate the Lantern Festival, which marks the end of the Chinese New Year celebrations. This is the first day in the new year with full moon and traditionally the Chinese would go to temples with lanterns to pray for good luck.

  • Happy New Dragon Year!
    2012-01-19

    At this very moment, tens of millions of Chinese are travelling all over China to return to their old family homes, lao jia, to celebrate the Chinese New Year, which starts on Sunday with the Chinese New Year’s Eve, before we enter the Year of the Water Dragon on Monday.

  • Taiwanese elections on Chinese microblogs
    2012-01-17

    On Saturday, Taiwan re-elected its current president, the Nationalist Party Kuomintang (KMT) leader Ma Ying-Jeou, for yet another period. Most likely both Beijing and Washington DC were relieved that Ma was re-elected.

  • “Promote growth” – China’s new slogan
    2012-01-13

    In early 2011, the Chinese government said that controlling inflation was the main task of the year. In July 2011, year-on-year inflation peaked at 6.5 percent, but has since then fallen to 4.1 percent in December 2011. Food is still a main driver of inflation and in December, and as Chinese New Year is approaching we expect that food inflation could get a little higher during the festival.

  • Chinese property market: a bad flu or just a cold?
    2012-01-09

    I’ve now been 16 months in China. During all this time, if one should single out one sector that seems to draw most attention from investors, media and analysts alike it would be the real estate sector, which is most probably a main focus of attention for the Chinese authorities as well. The market directions, regarding sales volumes and prices, are very closely watched by everyone including ourselves – one of our senior analysts is dedicated to this sector. Somehow the property market is like the temperature of the Chinese economy, which is why so many want to keep measuring it and draw conclusions for the health of China.

  • Reforms still a long way off in North Korea
    2011-12-22

    Following the death of Kim Jong-il, we do not expect large changes in North Korea. The succession is clear with Kim Jong-un taking over as "the Respected Comrade", having help of his uncle Jang Song-taek behind the scene. Given conservative military forces in charge of North Korea, Chinese style economic reforms are not likely in the near future. Before any reforms can take place, young Kim Jong-un must consolidate his power domestically and this can take several years.

  • Two important steps for Russia
    2011-12-20

    It took 18 and 14 years respectively but Russia has now signed the World Trade Organisation, WTO, accession treaty as well as the Central Depository Act, CDA. These events did not cause much attention but are important positive steps to improve the investment climate in Russia.

  • Russia after the elections

    2011-12-13

    Something did change the week after the parliamentary election in Russia on 4 December. The protests and vocal discontent with the ruling elite and Prime Minister Putin suddenly became a political force too strong to be easily dismissed by the Kremlin. The inevitable change in Russia will follow its own logic, but I dare to say that it has started.       

  • East Capital Outlook 2012
    2011-12-06
    The East Capital Outlook 2012 has been published.

  • United Russia shaken but not stirred
    2011-12-04

    The ruling United Russia won the parliamentary elections as expected on 4 December, but they seem to have lost a lot of votes. Exit polls suggest that they only received 48.5% of the votes, which is significantly below the 64.3% they received in the previous election. Voter turnout was high and lots of people have been expressing their frustration with the ruling elite through different channels. 

  • To the polls
    2011-12-01

    It has probably escaped few that Russia will hold parliamentary elections this coming Sunday. It is, however, less well known that Croatians and Slovenians will go to the poll on the same day. And I would like to argue that the two Balkan elections will be more exciting.

  • Seeing China by oneself
    2011-11-29

    The idea is simple. For investors there is no better way to understand an equity market than to actually be in it. This is what we believe in and this is what we did - again - last week as we brought 20 investors to Hong Kong and Shanghai, meeting up with, among others, Lenovo, the second largest PC manufacturer in the world, Glorious Property, a real-estate developer and the turbine-manufacturer Shanghai Electric.  

  • East Capital launches new Baltic real estate fund and carries out a large property acquisition
    Press release 2012-02-01

    Taking advantage of the potential in the Baltic real estate market, East Capital is launching its second Baltic Property Fund. In connection with the fund’s inception a modern logistics centre in Tallinn has been purchased. This transaction is one of the largest in the Baltics since 2010.

  • East Capital Financials Fund sells holding in Russian Bank Kedr
    Press release 2012-01-12

    The East Capital Financials Fund has agreed to sell its 18.8% stake in Krasnoyarsk-based Bank Kedr to a Russian leasing company Ekstroleasing, which is part of a Russian financial group. The Fund acquired the shares in November 2006. The agreed terms imply 46.3% cash on cash return including dividend income. The transaction is expected to be completed by end of June 2012.

  • Mia Jurke appointed CEO of East Capital Explorer
    Press release 2011-10-04

    The Swedish Investment company East Capital Explorer has appointed Mia Jurke as new CEO. She has solid experience from working in the financial markets, among other things as CEO of East Capital Asset Management.

  • East Capital strengthens Baltic Private Equity team to capture market opportunities
    Press release 2011-08-15

    East Capital strengthens its Private Equity investment business in the Baltic countries with the recruitment of East Capital Explorer CEO Gert Tiivas. The Baltic States have recovered very strongly. Export led growth, as well as continuing reforms, make this region one of the most attractive destinations for investment.

  • East Capital strengthens Baltic Private Equity team to capture market opportunities
    Press release 2011-08-15

    East Capital strengthens its Private Equity investment business in the Baltic countries with the recruitment of East Capital Explorer CEO Gert Tiivas. The Baltic States have recovered very strongly. Export led growth, as well as continuing reforms, make this region one of the most attractive destinations for investment.

  • New country head for the East Capital Paris office
    Press release 2011-05-05

    On June 1, Jean-Marie Laporte will leave his position as Head of the Paris office of the Swedish Asset  Manager and will be appointed Senior Advisor for East Capital Group.

  • East Capital acquires attractive hotel and spa property in Estonia

    Press release 2011-04-05

    On 4th of April 2011 East Capital acquired a unique hotel and spa property of 12 000 sqm on the sea close to Tallinn. The property, formerly known as “Laulasmaa Spa”, has 150 rooms and 13 ha of land with more than 400 m of sand beach on the coast of Northern Estonia, 35 km from Tallinn.

  • East Capital expands China investment team

    Press release 2011-03-21

    East Capital, one of the largest equity investors in Eastern Europe and Russia, which expanded its investment focus farther east in 2010 to include China, has boosted its China investment team with the appointment of Kristina Sandklef as Macro Economist Asia.

  • Joint venture for investing in Russian non-performing retail loans
    Press release 2010-12-30

    East Capital Explorer, East Capital Financials Fund, Intrum Justitia and the European Bank for Reconstruction and Development form company for investing in Russian non-performing retail loans.

  • Rosinter, PZU and Fondul Propietatea recognised as the most outstanding companies in Eastern Europe at the 2010 East Capital Awards
    Press release 2010-11-11

    East Capital today announced the winners of the 2010 East Capital Awards held at an annual gala awards ceremony in Stockholm last night.

  • East Capital to launch new Special Opportunities Fund
    Press release 2010-09-13

    East Capital announced, today, its forthcoming launch of Special Opportunities Fund II, which will target investments in companies with a positive outlook for future operations but which, due to market or owner-specific reasons, can be acquired at  valuations which are lower than those suggested by the companies’ fundamentals. In addition, the Fund will also invest in distressed situations, and through directed rights issues, when the risk reward ratio for such investments is favorable. The Fund will invest in Russia and in all regions within Eastern Europe.

  • East Capital’s acquisition of China focused asset manager AGI completed
    Press release 2010-06-16

    East Capital has completed the acquisition of AGI, Asia Growth Investors, and now owns 100% of the company. The acquisition, announced in April, was subject to approval by the Swedish financial regulator (Finansinspektionen). Approval of the acquisition was granted on 8 June 2010.

Archive

Archive

NEWS FROM EASTERN EUROPE & ASIA
In cooperation with our media partner bne, a leading media company that covers East Capitals investment region.

Russia

Ukraine

Southeastern Europe

Central Europe including the Baltics

CIS and Asia

NAVs and share information

Eastern European funds

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Show graphShares
Russian
Baltic
Eastern European
Balkan
Turkish
Conv. EE (lux)
Russian (lux)
Eastern European (lux)
 NAV% 1 day% YTD
Swedish registered (2012-02-03)
Russian1273.090.7316.59
Baltic40.78-0.324.27
Eastern European35.560.5916.02
Balkan10.130.2013.31
Turkish8.180.3721.91
Show performance in:
EUR USDSEK
 NAV% 1 day% YTD
Luxembourg registered (2012-02-03)
Conv. EE50.541.0616.20
Russian83.441.4617.91
Eastern European68.851.3317.06
Currency:
EUR USD

China funds

Customise
Show graphShares
China East Asia
China
2012-02-03NAV% 1 day% YTD
China East Asia89.540.308.99
China89.700.309.51
Currency:
SEK EUR

East Capital Explorer (ECEX / SEK)

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