From CIMB Research Report July 2013:

"One should be in accumulation mode in the US and China - US corporate earnings is in an improved mode, and reduced risk appetite due to a reduction in quantitative easing and higher bond yields could see investors and funds flow returning to the US. Uncertainty and growth debate over China will not be resolved for a while, but we believe this offers an opportunity to buy well-managed companies at reasonable valuations."

anybody buy/top up on Recommended Unit Trusts 2013/14?
next week is the last week to use the SC promotion.
I am lack of global exposure and Asia ex Japan...
which one recommended?
Pacific Global Stars Fund
Alliance Global Equities Fund
AmAsia Pacific Equity Income
Hwang Select Asia (ex Japan) Opportunity Fund
AmCommodities Equity
Hwang Select Asia (ex Japan) Quantum Fund
RHB-GS BRIC Equity Fund

Hi Gark, FSM only sell 2 products from Aberdeen. Where do you buy the above fund? Direct from Aberdeen?

Already "Recommended Funds", what more u want to recommend?

Though I'm doubtful on AmCommodities Equity

FSM Sinkapork

This post has been edited by Pink Spider: Jul 27 2013, 11:27 AM

Better choice of international funds...

been thinking thought, even though China is "Cheap" now, but it still needed some time to show improved performance,....why buy it now instead of buying into Asia x Jpn?
I "think" Asia X Jpn will see a better ROI for next year than China....Heavy on Asia X Jpn for next 12 mths but reevaluate the China again next 6 mths...
else can start to accumulate China now but at a smaller portion than Asia X Jpn.
what you think?

I have the same opinion also with unker. Anyway there is news reported that China ruler is working to stimulate China economy to sustain high growth. The ruler also support by loosening the loan for SME... So this could be game changing in china results this year. However it depend on the amount injected to economy and aggressiveness in action. Given the size of china economy it is not strong to convince it can resolved in near term... It need more longer.

Oooooo... Thanks ahhhh.

New Funds: AmPRS & Kenanga Asia Pacific Total Return Fund

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3663

hmm what do you think of Abeerdeen Islamic world equity fund? at least this is available in Msia =/

Hi Pinky, which china fund you personally invested? global one or China-focused?

FSM's recommended one for greater China is Eastspring Investments Dinasti Equity Fund. Currently my portfolio 0% exposure for china.

Hmm Islamic funds... no financials, gambling & alchohol. Most of the big caps companies in the world are financials. Scope too limited.

I got... DWS China Equity fund... doing quite well.

and no tobacco stocks, which are yielding 4-5%.

U can consider to combo AIWE with OSK-UOB GEY

I maintain China exposure thru GEM fund and Pacific GSF, not keen on single-country funds.

This post has been edited by Pink Spider: Jul 27 2013, 12:34 PM

Why no tobacco stocks? Not halal meh?

No major consumer stocks as well since they sell pork products?

Like that invest in what?

That's why lar, it just doesn't make financial sense to me.

EPF also invest in breweries and tobacco stocks, so, EPF is haram

Everytime i see that name.. cannot tahan.. must laugh 1.

usually ppl use GHEY lar

Already got fatwa come out EPF and ASB is haram 1... depend what they choose to believe only lar.

Interest or Riba also haram... so EPF hold 60% of MGS bonds.. then how?

Also Malaysian Government issue MGS Bonds which pays fixed interest (not sukuk ya)... so Malaysian Govenment also haram then?

Any muslim brothers here help to clarify?

This post has been edited by gark: Jul 27 2013, 12:43 PM

Sounds the same wat...