AUD dropped today. This could affect Australian fund.

US equity funds for consideration:


Drooling Over The US Stocks Rally? Invest In This Fund Then!

Fund name: OSK-UOB US Focus Equity Fund, a fund that feeds into the Schroder International Selection Fund US Small & Mid-Cap Equity (Schroder ISF USSME)

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3405

MYR is getting stronger and stronger since election.

If defensive stocks, usually you buy and hold for collecting dividend.

Did you study OSK-UOB US Focus Equity Fund?

CIS Fund Choice: AmAsia Pacific Equity Income

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3428

Yes but it depends on the investment objective and strategy. CIMB-Principal Asia Pacific Dynamic Income employs absolute return with target return of 8% p.a

I already have CP. So I'm not considering it.

I want to ask 100% Malaysian exposure fund.

AmAsia Pacific REIT has high exposure of REITS in Australia and Singapore.

As of 31st March:

Australia 23.5%
Singapore 39.8%
Japan 18.5

Seems like it starts to jump into Japan instead of HK. Maybe it's a buying opportunity of Yen weakening and Japan equity is in high mood.

This post has been edited by David83: May 13 2013, 09:41 AM

ABERDEEN ISLAMIC MALAYSIA EQUITY FUND - CLASS A has pretty impressive return (perhaps not the top).

14% from IPO, 13% in 3 months.

Another record set by KLCI:

URL: http://biz.thestar.com.my/news/story.asp?f...34&sec=business

Don't you feel scary?

Certain news can still be trustable.

3 New Funds On Board

1. Areca GrowthTRUST Fund
2. Eastspring Investments Bond Plus Fund
3. Hwang Select Income Fund

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3437

Bonds Weekly: Ringgit Advanced Hurt Foreign Bond Funds [13 May 2013]

Over the week ended 10 May 2013, bond segments were broadly mixed with the riskier segments of fixed income continuing to see their yields fall while the opposite held true for the safer segments. For the third time in 3 weeks, high yield posted the heftiest falls in yields, led by the US High Yield segment which shed -12bps while its Asian counterpart saw its yield fall by -5.9bps. As of 10 May 2013, the US High Yield segment had a yield of 5.09% and the Asian High Yield offered investors 6.57%. Taking the latest fall in yields into account, the US High Yield segment has seen its yield fall by -116bps since 31 December 2012.

Yields across the safer segments of fixed income rose on the back of improved investor risk appetite and strong equity market performance. US Investment Grade Corporates led the rise in yields for the week, with the segment seeing its yield rise by 8.2 bps to offer investors 3.19%. Global bonds and G7 bonds were not too far off, with their respective yields rising by 10bps and 10.13bps to end the week at 2.026% and 0.745% respectively.

On local front, Malaysia Ringgit (MYR) advanced momentously by 1.39% and 1.69% against USD and SGD last week, thanks to the large foreign inflow to domestic equity and bond markets on the back of the post election rally. MYR/USD and MYR/SGD closed at multi-month lows of 2.9887 and 2.997 respectively. Thus, SGD-hedged RHB Asian Total Return Fund and OSK-UOB Emerging Markets Bond Fund dropped 1.6% and 1.8% respectively which totally wiped out its year-to-date gains.

Following the interest rate cut in Australia by 25 bps to 2.75% last week, it compounded on the MYR/AUD weakness that declined 3.7% last week, hurting the performance of Hwang AUD Income Fund which correspondingly fell 3.04%. As of 10 May 2013, Malaysia Ringgit (2.27%) was the second best performing currency (against USD) in Asia, trailed behind Thai Bath (2.82%) by 55 basis points.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3443

Sentiment on Malaysian market is so good; being equity, bond or even MYR.

Strong MYR is hurting my offshore funds.

All my funds are still green but OU EMB is in red now.

Based on yesterday NAV, ROI: -0.31% and IRR: -0.36%

Yen weakening is good for Japanese companies who have large overseas business. Automobile and CE manufacturers will benefit a lot of it!

This will also bring good sentiment to Japanese equities.

Wait till GST comes to play, then you start to feel more pain in the ass!