Those are exaggeration and drama. Believe me it won't happen one!

This post has been edited by David83: Apr 8 2013, 03:46 PM

Most of the AP ex Japan funds have substantial exposure in Singapore.

Well, global equity is shaken by Cyprus and geopolitical tension at NK.

Didn't see that coming for NK.

This post has been edited by David83: Apr 8 2013, 09:30 PM

China fund lovers:

China's New Strategic Roadmap


KEY POINTS:

1. The official growth target for 2013 has been maintained at 7.5% and slower long-term growth rates should be expected
2. Controlling inflation and property market risks has become a larger priority for the central bank and the government has called for “prudent monetary policy”
3. Emphasis has now been placed on implementing “proactive fiscal policy”, which will have positive longer-term benefits for the nation and counter less assistance coming from the central bank
4. With improvements in external conditions, support from fiscal policy and attractive valuations, our outlook on the Chinese equity markets remain positive

IS THIS BAD NEWS FOR CHINESE EQUITIES?

Chinese equities have not reacted too well to the latest developments in China, as investors become concerned over the possibility of tightening monetary policies and further property market curbs. We agree that inflation and property market risks have taken a more prominent spotlight in China’s near-term outlook, but other positive factors are still supportive of the market’s long term outlook. First, external conditions have continued to improve, boosting China’s exports growth in the first two months of 2013. Continued recovery also means that loosening monetary policy would not be necessary, even if inflationary risks were less of a concern. Secondly, long-term economic prospects are promising, especially with the active role the government continues to play in rebalancing the core economic drivers.

Finally, valuations remain at large discounts compared with historical and fair levels, with the Hang Seng Mainland 100 index’s 2013 estimated PE at 9.5X (as of 15 March 2013), below its fair value of 13X. A-shares market valuations are also attractive, as the China Securities Index 300’s 2013 estimated PE at 10.5X, below its fair value of 14X (as of 15 March 2013). Thus, we continue to maintain a positive outlook on the Chinese equity markets.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3316

Japan equities are on the contrary doing pretty well over the past two weeks because of the BOJ monetary policy and further weakening of the Yen.

Generally when equity is doing well, bond market will get a hit.

Bond will be chased fro safe haven. EM bond is chased because of their higher yield compared to developed nation bond.

World equity is on hit last week.

Aberdeen World Equity Fund falls again below IPO price.

Try REIT funds like AmAsia Pacific REIT.

It invests heavily onto REIT at Singapore, Australia and Hong Kong.

I thought you're interested with the sins fund.

He's looking for REIT or property fund.

Actually that fund is investing in property sector and PM claimed to be a REIT fund during launch.

I'm not if the objective is still intact.

This post has been edited by David83: Apr 10 2013, 09:21 PM

Well, I'm stating the fact.

Even the other PM agent admitted that PFEPRF wasn't shinning during its first year. That's why I switched out.

I also admitted that I have made a couple of bad investment choices with PM too.

Never invest blindly.

This post has been edited by David83: Apr 10 2013, 10:28 PM

Well, IIRC, PFEPRF should be one of the earliest REIT fund in the market when SC approved to allow REIT into the market.

Guys, no spamming please.

Back to main topic. Anybody bought HAQ?

AmBond distribution ex-date falls on April 9th:

15-Mar-2013 AmBond RM 0.015 per unit To be advised 09-Apr-2013

I'm still considering Hwang AQF

FSM speaker said BRIC except the C is not attractive.

Which GEM fund you have?

Top Equity Funds 1Q 2013: Funds Invested Into ASEAN Equities Triumphed The Rest

KEY POINTS:

1. Out of the 130 equity funds on our platform, 85 (65.4%) recorded positive returns in 1Q 2013 while the rest (45 funds) were in the red in 1Q 2013.
2. Equity funds that invest in ASEAN equities outperformed and dominated the list of top equity funds.
3. Commodity-related funds like the AmPrecious Metals, OSK-UOB Gold and General Fund and BRIC equity funds delivered poor returns in 1Q 2013.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3340

BRIC including China funds are not doing well in Q1 2013. So do commodity related.

ASEAN champion with Asia Ex Japan as the 2nd.

China, Greater China (North Asian) exposure + mining stocks in Australia.

That's why I'm still pessimistic over this region.

This post has been edited by David83: Apr 15 2013, 04:23 PM

OSK UOB Big Cap is >95% China - H shares in HSI.

HASOF has 45% in Hong Kong

HAQF has 24% in Hong Kong

Concern on China will be the new leadership in substaining the growth pace at 7.5% to 8%

This post has been edited by David83: Apr 15 2013, 04:51 PM