Conclusion - ignore the news, invest on fundamentals and valuations

Thats true....I am putting money into bankrupting companies!

Better buy gold instead! I thought it was the same!

Hm...I probably will have to let it be there until they rebound. Meaning not pump any fund into it tho..

I only have KidSave and Emerging Opportunity UT on my mind

Hwang Select Opportunity...only 1 EPF-complient HwangIM funds that I like, makes intra-switching impossible

3% not so easy, bro. Waiting my PGSF to achieve this 3% to breakeven very long already. Can't wait to switch

My public strategic smallcap also fly. But quite regret didnt buy many.  Should have sai lang then huat! 

Today's seminar conclusion:

1. OSK-UOB speakers is bullish on small cap either in locally or Asia Ex Japan.
2. Hwang DBS speaker is still bullish on Asia Ex Japan and promoted their two star Asia Ex Japan funds.
3. Eastspring speaker talks about China but no impressive outlook or strategy from them.
4. FSM speaker emphasize on developed market.

My wild uneducated guess -

Bond no longer works as a "portfolio stabiliser" in this low-interest rate environment where the market keep guessing when will US raise (or should I say, NORMALISE?) rates. US equities were a good hedge against Asia ex-Japan and GEM in the recent times.
To be exact, 12% US + 12% Europe (UK + France + Germany) + 12% Japan = 36%
They must be including RHB-GS US Equity to boost US exposure.

STILL thinking whether to switch from PGSF to AGEF, PGSF seems to have found a (relatively) stable footing lately.

geeee, jus wan to know how she look?
heard from David, that the FSM MC was really pretty.lor  

I'm a bit bias. I would choose AGEF. AGEF is something I would hold for long term.

Cause before this PGSF fund sheet do not disclose their geographical invested area. But June it does. The reason I'm holding a bit longer is because I want their US exposure. I can always switch to AGEF since now have the 1% SC promo period, but my PGSF is still in a loss position of ~3%.

Because of that, I'm placing new capital into HSAO and HSAQ. So it will now deviate from my initial plan of switching PGSF funds into HSAO and HSAQ. No idea when I will buy in AGEF, but when I do I will not be holding PGSF anymore

They could have just switch to CIMB-Principal Global Titans, why take a US-only fund? They got no confidence in Global Titans?

my local stocks volatility quite low, luckily