Got... 2007/08 they fell to PE 12x.. even nestle fell below 20x...from 30x..

Even lower 2001 & 1998 these stocks fall below PE 10x..

Never fight market sentiment.. use it for your profit. 

hi pinkspider,

  Im saw someone sharing about investing Asean. Below the link -
 
  http://www.bursamalaysia.com/market/events/invest-asean-2013

    i hv register , see you there.

Sigh want to go into Hwang Asia Quantum so badly (esp with the FSM promo at 1% SC) but the price is soo high and going up up and up. Not wise to go in now is it?

So you're saying buy little now, then when market crashes/corrects, buy more?

haha ok sorry for the misunderstanding, and thank you! Yes i do DCA currently. May I know what is in your UT portfolio currently?

This is currently mine:

Hwang Select Income Fund
OSK-UOB Asian Income Fund
Templeton Global Total Return Fund (Global Bond)
Pacific Global Stars
PITTIKAL (local equity)
PSBF and PIEBF (local bond)

Am thinking of going into EITHER REITs (AmAsia Pacific REITs) or GEM (maybe Eastspring Investments Global Emerging Markets Fund) or Alliance Global Equities Fund.

Opinions please?

Where you see that cash is sitting at 30%?

The fund fact sheet that I downloaded from FSM showed only 13.3%.

18.5% only! No 30% as you claimed. Are you referring to another HwangIM fund?

HAQF still has substantial holding on Malaysia equities - 23.9%

You can buy Templeton funds from FSM Sg, Dollardex or POEMS... all offer 1%-2% sales charge. 

May I know what made you choose OU Global Equity Yield over Alliance Global Equities Fund? And EI Equity Income over Kenanga Growth?

Thanks

Change with me, i charge minimal 1 cent for ever 1 dollar exchanged 

pinky, how u know whether the fund is focus on dividend yield or chiong one? i see fund factsheets mostly say wat region, wat they holding and their performance and some funds data only..

No wor... my bank foreign TT is just RM 10 each time + SGD 12 at destination bank. So each time I transfer 5k SGD only cost me 0.32%. Also my SGD changed since the rate is 2.10-2.30 now is 2.48. 

Dollardex/POEM have promo... 0% sales charge.. for everything

The SGD holdings in for just in case, this country kick me out for being a 'pendatang' 

Since RHB has acquired OSK, can we do redemption of OSK-UOB funds at RHB branches?

hi pinky & Gark, im following this thread bout sometimes and invest in FSM SG & MY currently. Can u give some opinion on my current portfolio build? Ur advice is much appreciated

FSM SG
Bond:
United Asian Bond Fund- Asian Bond
United Emerging Markets Bond Fund - EM Bond
United SGD Fund CL A - Sg Bond

Equity:
Aberdeen Global Emerging Markets - EM
First State Dividend Advantage - Asia Pac ex jap
Aberdeen Global Opportunities - Global

&

FSM MY

OSK-UOB EMB : 19%
OSK-UOB Income Fund : 13%
OSK-UOB Asian Income Fund : 14%
Kenanga Growth Fund : 10.5%
AmAsia Pacific REITS : 13.5%
OSK-UOB Big Cap China Enterprise Fund: 14%
OSK-UOB Gold & General Fund: 5%
EI Global Emerging Markets: 11%

Im noticed I do not own any fund of Hwang's. 
Currently im maintain bond : equity with 60:40  or 50:50.

Malaysia's international UT cannot beat SG's UT offering as they are less experienced...

New Chief Investment Officer, Country Head for
Eastspring Investments Berhad

19 February 2013 – Kuala Lumpur

Eastspring Investments Berhad, today announced that Mr Chen Fan Fai has
been appointed “Chief Investment Officer, Country Head”, effective immediately.

http://www.eastspringinvestments.com.my/do...%20Approved.pdf