Thank you

Until "Cliff" measures are resolved

Then we should know soon right..

It may not matter
http://blogs.marketwatch.com/thetell/2012/...eal-is-reached/

Why a recession may be coming no matter what fiscal-cliff deal is reached
December 18, 2012, 12:49 PM
How will the fiscal cliff talks end? Will the leaders reach a last-minute deal, saving the economy from disaster, like a script of a typical television drama?

Spoiler alert: We could already be in a recession. This is not the conventional wisdom. The common narrative goes some like talks look ugly, but in the end things will get resolved either before Jan. 1 or later in the month and the economy gets a new lease on life. See MarketWatch’s fiscal-cliff page.

The recession signal is being sent from the latest U.S. current account deficit report released earlier Tuesday.

According to the data, imports are now down two months in a row having fallen 8.4% in the third quarter and 2% in the prior quarter. This is a rare event and has definitely raises the recessionary “red flag,” according to Robert Brusca, chief economist at FAO Economics. When the economy weakens, imports weaken rather quickly, Brusca notes.

The last time imports declined for two quarters was in 2009, the end of a four-quarter slide in imports during the Great Recession.

Fewer imports is a sign that domestic demand is faltering. A recession is “a real risk,” Brusca said.

It is definitely not a great economic environment for the austerity that is coming next year, regardless of the outcome of the fiscal-cliff negotiations.

Brusca suggest congressional Republicans and the White House make a small deal to avoid the fiscal cliff and put off major deficit reduction until the economic outlook clears up.

“Now is not the time to take easy tax breaks, like the deduction of mortgage interest, that is driving the economy,” he said. “If you don’t think this is a risky situation, you are just not using your head.”

– Greg Robb

But Dow and S&P 500 keep going up

similar to 2007 before 2008?
or 1996 before 1997, 1997 "recovery" before the major hit in 1998 (KLCI plunged to 200+)?

aiya - balance (asset allocation).. ohm.. balance (asset allocation).. ohm.. coz no working crystal balls yet

Kesimpulannya - jangan terbawa-bawa dengan emosi pasaran saham dunia

I still think my 70% bond 30% equity portfolio too conservative
Want to increase equity allocation but hard to push myself do it with the market keep going up and up and up
Portfolio IRR now: 5.3%

This post has been edited by Pink Spider: Dec 19 2012, 02:47 PM

market going up and up then is good sign for you to sale some of your units. the market ups and downs when the market going down you gt ur ammo to shop again

Expected this year economy worst but still fine... Market still making profit... Still stay holding... Feel positive ahead...

Sell for what? Every month when salary is paid I got additional ammo. Too much ammo put aside is wasteful

ho ho ho..
if got good profit why not sell during high price, market is fluctuate when market down u can buy back o try invest in others fund. well when u in sudden need of ammo then u will regret why u didn't stock ur ammo. there are a lot of fund for u to load ur ammo.

Bond yields already at record low, most bond funds' portfolio yield only at around 3-4%, sell equity funds, move to bonds?

The only "safe" place would be money market funds yielding 3%+

hmm. Im going back to sukuk in few days. I already reached my target in 2 weeks time.

The reason why i actively doing switching because i have free switchings between funds.

CWA?

Yes bro.

PRS.....good idea?

what do you think ?

Any comments/ opinions on these 2 funds?

AMB Dividend Trust Fund
OSK-UOB KidSave Trust

Both are mainly exposed to Malaysia market.
With election coming soon, hmm...

To me I think they are good funds. Amb is equity and kid save is balance fund. Good track record funds..

I agree. Both shows relatively strong performance.