Anyone invested in Indonesian? Lately the performance is good.

ShangHai 3 years low P/E 12.xx

Dow all time high P/E 14.xx

Short term investor probably cannot stand the volatility of shanghai market. But over the next 3 or 5 years, should be able to perform. Otherwise, we will see shanghai labelled as 6-8years low.

Took me a while to google cup & handle definition. Hopefully it is time to fly.
Today xi jin ping officially announced as president.

Amdynanic bond is not performing well.

BN wins, investor more confident and KLCI rise 5% already. Enter now or wait for correction?

Asia pacific ex-japan should have more opportunity right? But how come no fund is invested directly into japan? damn nikkei surge everyday!

how many % bond and % equity again? very nice can gain that much. Mine is 15% december to february 2013.

This post has been edited by mois: May 8 2013, 11:08 AM

i plan to top up for my PM version. Although already rallied so much, but still got rooms to grow i guess.

Look like so many start to bullish

Done my purchase this week in Property fund and Malaysia fund. See how next week. Might consider invest 5% in indonesia related fund

when average smart people start to bullish,.....

If aunty uncle start to bullish ...

China since January until now cannot perform. Reduced china stake by 50% a months ago.

This post has been edited by mois: May 11 2013, 12:27 PM

Rebalancing every month is crazy. Quarterly still okay

Most private equity already enter Japan few months ago. Public equity, now still waiting for SC approval, by then the nikkei is considered as very hot market

Company profit first, customer priority is second!

My theory is like this. First they use cash under company to buy japanese stocks. Profit is all theirs. When valuation is peaking, by then they only allow subscribers. Thus reducing PM stakes in japanese market. But PM could have sell their japanese stocks in nikkei exchange. So this theory might flaws. Unless the company buy large volume until it is difficult to dispose.

I did experience quite a big loss by putting all egg in one basket. Public smallcap fund lost 50k in 2011. But now it has recovered. The fund has a good very good fundamental and good track record. The best fund in PM. But it could make u loss big time.

Another obsevation is that, keep significant cash. During early euro debt crisis, KLCi slump to 13xx level, only bought little because expect it will drop further. Me and sifu wong standby that time. Too bad it rebounds.

Japan earthquake, market drop. But rebound so quickly with natural resources dominate the market. Thailand flood no effect.

Recent GE13, didnt do much sell or buy. But expect it will drop because nobody know who will win. I did research on past GE events, proven drop everytime. But this time it rallied like mad.

Conclusion, stop speculating. Keep significant cash in case market drop.

wah u got ACCA. Not bad. Time to provide special services for people who dont want see LDLN people. Or you can come to Sarawak to learn a few tricks. Very profitable.

Buy in stages. Say you have 20k spare cash. Buy 10k, the rest go in by 5k + 5k.

Asia pacific exclude japan is looking good. Average P/E for 10 years is 15.x. At the moment it is 11.x.

Injected 30k into asia pacific. Lets see if it will rebound.

Anyone portfolio getting deep red from last week event?

I got 1 fund drop 3%. Average drop is around 2%. But even -2%, very sad to see the figures.

But nevermind, as long diversified is good. Plus didnt switch so just paper loss at the moment.